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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 %
DSC
176
Duncker Streett & Co
Missouri
$3.29M -$12.1K -93 -0.4%
CM
177
Cornerstone Management
Georgia
$3.25M +$8.62K +66 +0.3%
GP
178
Girard Partners
Pennsylvania
$3.21M -$94.9K -727 -3%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$3.16M +$434K +3,304 +16%
PI
180
PHH Investments
Texas
$3.16M -$63.7K -488 -2%
JFA
181
Johanson Financial Advisors
California
$3.14M +$101K +774 +3%
WCM
182
Windham Capital Management
Massachusetts
$3.12M – – –
PMG
183
ProVise Management Group
Florida
$3.04M -$29.6K -227 -1%
NHC
184
Nicholas Hoffman & Company
Georgia
$3.01M +$33.8K +259 +1%
William Blair & Company
185
William Blair & Company
Illinois
$2.99M -$76K -582 -2%
FC
186
Forte Capital
New York
$2.94M -$537K -4,110 -15%
ACM
187
Advisors Capital Management
New Jersey
$2.93M +$415K +3,178 +16%
Fiera Capital (Canada)
188
Fiera Capital (Canada)
Quebec, Canada
$2.84M – – –
AWA
189
ARS Wealth Advisors
Florida
$2.83M -$27.3K -209 -1%
US Bancorp
190
US Bancorp
Minnesota
$2.83M +$97.5K +747 +4%
DY
191
Dowling & Yahnke
California
$2.8M -$264K -2,020 -9%
CA
192
CapWealth Advisors
Tennessee
$2.79M +$4.83K +37 +0.2%
CB
193
Commerce Bank
Missouri
$2.75M +$64.6K +495 +2%
HA
194
Hamel Associates
New Jersey
$2.74M +$2.09K +16 +0.1%
SWA
195
Stratos Wealth Advisors
Ohio
$2.73M -$6.53K -50 -0.2%
EI
196
Ellevest Inc
New York
$2.72M +$16.6K +244 +0.6%
Citadel Advisors
197
Citadel Advisors
Florida
$2.7M -$1.8M -13,813 -40%
SB
198
Simmons Bank
Arkansas
$2.68M +$87.4K +670 +3%
WLIM
199
White Lighthouse Investment Management
Massachusetts
$2.66M +$187K +1,435 +8%
OBWP
200
O'Brien Wealth Partners
Massachusetts
$2.64M -$611K -4,630 -19%
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