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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

679 hedge funds and large institutions have $6.81B invested in Vanguard Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 233 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
14.72%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.02%
New
82
Increased
252
Reduced
233
Closed
55
Calls
$3.53M
Puts
$973K
Net Calls
+$2.55M
Net Calls Change
+$2.71M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$33.9M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$32M
3
PCA
Personal Capital Advisors
California
+$18.1M
4
SCA
Spearhead Capital Advisors
Florida
+$11.9M
5
TYCC
Texas Yale Capital Corp
Florida
+$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.6M
2
RJA
Raymond James & Associates
Florida
-$18.2M
3
MIS
Morningstar Investment Services
Illinois
-$14.6M
4
BIG
Boothe Investment Group
Delaware
-$9.83M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$4.02M +$367K +2,850 +10%
MCM
152
Manchester Capital Management
Vermont
$3.97M +$356K +2,768 +10%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$3.92M +$389K +3,020 +11%
BEAM
154
Baker Ellis Asset Management
Washington
$3.92M +$36.7K +285 +0.9%
WIC
155
Whitegate Investment Counselors
New Hampshire
$3.88M +$266K +2,067 +7%
JA
156
JOYN Advisors
Georgia
$3.69M +$62.4K +485 +2%
Northern Trust
157
Northern Trust
Illinois
$3.66M -$1.02M -7,891 -22%
AAS
158
Avantax Advisory Services
Texas
$3.62M +$310K +2,406 +9%
SFG
159
Sage Financial Group
Pennsylvania
$3.52M -$43.5K -338 -1%
BFS
160
Bradley Foster & Sargent
Connecticut
$3.49M -$99K -769 -3%
CT
161
Coastline Trust
Rhode Island
$3.48M +$87.5K +680 +3%
MFW
162
Mosaic Family Wealth
Missouri
$3.45M -$3.09M -23,976 -47%
PFA
163
Pure Financial Advisors
California
$3.44M -$99.6K -774 -3%
EGA
164
E&G Advisors
Texas
$3.43M -$74.2K -576 -2%
FC
165
Forte Capital
New York
$3.43M +$296K +2,298 +9%
WA
166
Waverly Advisors
Alabama
$3.41M +$146K +1,132 +4%
KL
167
KWMG LLC
Kansas
$3.37M +$132K +1,024 +4%
ACA
168
Atlas Capital Advisors
Wyoming
$3.3M +$1.25M +9,728 +61%
GP
169
Girard Partners
Pennsylvania
$3.26M -$367K -2,848 -10%
DSC
170
Duncker Streett & Co
Missouri
$3.26M +$71.2K +553 +2%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$3.26M +$3.26M +25,299 New
CM
172
Cornerstone Management
Georgia
$3.19M +$771K +5,987 +32%
PI
173
PHH Investments
Texas
$3.18M -$69.6K -541 -2%
OBWP
174
O'Brien Wealth Partners
Massachusetts
$3.17M -$137K -1,068 -4%
SHCM
175
Stokes & Hubbell Capital Management
Louisiana
$3.13M -$357K -2,775 -10%
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