VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

677 hedge funds and large institutions have $7.06B invested in Vanguard Small-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 240 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
14.73%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.96%
New
54
Increased
279
Reduced
240
Closed
47
Calls
$3.93M
Puts
$621K
Net Calls
+$3.31M
Net Calls Change
+$756K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$169M
2
Betterment LLC
Betterment LLC
New York
$700M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$53.2M
4
USAA
United Services Automobile Association
Texas
$26.9M
5
Bank of America
Bank of America
North Carolina
$901M

Top Sellers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
Goldman Sachs
Goldman Sachs
New York
$60.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79M
4
Ameriprise
Ameriprise
Minnesota
$53.3M
5
TYCC
Texas Yale Capital Corp
Florida
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Cranbrook Wealth Management
Michigan
$4.29M +$1.96K +15 +0%
MAS
152
Managed Account Services
Florida
$4.26M +$86.1K +653 +2%
AAS
153
Avantax Advisory Services
Texas
$4.13M +$451K +3,456 +12%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$4.08M +$946K +7,247 +30%
NFG
155
Next Financial Group
Texas
$4.02M +$4M +30,672 +21,449%
BTS
156
BB&T Securities
Virginia
$4.01M -$149K -1,138 -4%
MCM
157
Manchester Capital Management
Vermont
$3.99M -$37.9K -290 -0.9%
WIC
158
Whitegate Investment Counselors
New Hampshire
$3.96M +$26.4K +202 +0.7%
BEAM
159
Baker Ellis Asset Management
Washington
$3.92M -$47K -360 -1%
WT
160
Whittier Trust
California
$3.73M -$351K -2,688 -9%
Northern Trust
161
Northern Trust
Illinois
$3.69M -$20.1K -154 -0.5%
KL
162
KWMG LLC
Kansas
$3.69M +$276K +2,116 +8%
AllianceBernstein
163
AllianceBernstein
Tennessee
$3.65M -$8.06M -61,716 -69%
JA
164
JOYN Advisors
Georgia
$3.62M +$73.5K +593 +2%
WA
165
Waverly Advisors
Alabama
$3.61M +$149K +1,145 +4%
SFG
166
Sage Financial Group
Pennsylvania
$3.54M -$25.5K -195 -0.7%
BFS
167
Bradley Foster & Sargent
Connecticut
$3.49M -$54.2K -415 -2%
MFW
168
Mosaic Family Wealth
Missouri
$3.43M -$62.7K -480 -2%
WIC
169
Woodmont Investment Counsel
Tennessee
$3.43M +$282K +2,157 +9%
CT
170
Coastline Trust
Rhode Island
$3.42M -$110K -840 -3%
EGA
171
E&G Advisors
Texas
$3.4M -$82.6K -633 -2%
PFA
172
Pure Financial Advisors
California
$3.39M -$95K -728 -3%
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$3.37M +$64.6K +495 +2%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$3.32M +$614K +4,703 +23%
SPC
175
Sigma Planning Corp
Michigan
$3.3M +$331K +2,536 +11%
5 6
7
8 9