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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 %
WIC
176
Woodmont Investment Counsel
Tennessee
$3.1M +$319K +2,476 +11%
BFEC
177
Benjamin F. Edwards & Company
Missouri
$3.09M +$417K +3,240 +16%
WCM
178
Windham Capital Management
Massachusetts
$3.08M +$3.08M +23,900 New
PMG
179
ProVise Management Group
Florida
$3.03M – – –
DY
180
Dowling & Yahnke
California
$3.02M +$142K +1,105 +5%
William Blair & Company
181
William Blair & Company
Illinois
$3.02M +$185K +1,441 +7%
TC
182
TAP Consulting
Missouri
$3.01M +$3.01M +23,346 New
JFA
183
Johanson Financial Advisors
California
$2.99M +$72.2K +561 +2%
NHC
184
Nicholas Hoffman & Company
Georgia
$2.94M -$7.98K -62 -0.3%
SPC
185
Sigma Planning Corp
Michigan
$2.92M +$283K +2,201 +11%
FFG
186
Ford Financial Group
California
$2.92M -$2.27M -17,655 -44%
UB
187
UMB Bank
Missouri
$2.86M +$71K +552 +3%
HFS
188
HL Financial Services
Kentucky
$2.84M +$142K +1,101 +5%
AWA
189
ARS Wealth Advisors
Florida
$2.82M +$10.3K +80 +0.4%
CA
190
Capital Advantage
California
$2.81M +$2.81M +21,791 New
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$2.8M +$444K +3,448 +19%
SS
192
Simplicity Solutions
Minnesota
$2.75M +$1.34M +10,413 +95%
CA
193
CapWealth Advisors
Tennessee
$2.74M +$162K +1,261 +6%
SCG
194
Sonata Capital Group
Washington
$2.72M -$213K -1,655 -7%
HA
195
Hamel Associates
New Jersey
$2.7M -$345K -2,680 -11%
SWA
196
Stratos Wealth Advisors
Ohio
$2.7M +$86.5K +672 +3%
US Bancorp
197
US Bancorp
Minnesota
$2.69M +$302K +2,350 +13%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$2.68M -$540K -4,174 -17%
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$2.67M +$798K +6,200 +43%
Jane Street
200
Jane Street
New York
$2.65M -$4.4M -34,204 -62%
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