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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 %
CB
201
Commerce Bank
Missouri
$2.65M +$397K +3,084 +18%
MPW
202
MA Private Wealth
California
$2.63M -$1.41M -10,965 -35%
SB
203
Simmons Bank
Arkansas
$2.56M -$34.8K -270 -1%
ACM
204
Advisors Capital Management
New Jersey
$2.52M -$7.39M -56,552 -75%
PFG
205
Pacific Financial Group
Washington
$2.5M +$2.5M +19,404 New
GIM
206
Goelzer Investment Management
Indiana
$2.5M +$105K +819 +4%
WLIM
207
White Lighthouse Investment Management
Massachusetts
$2.44M +$462K +3,591 +23%
PAI
208
Pittenger & Anderson Inc
Nebraska
$2.4M -$145K -1,125 -6%
BRWM
209
B. Riley Wealth Management
Tennessee
$2.4M +$314K +2,440 +15%
PA
210
Probity Advisors
Texas
$2.31M -$138K -1,072 -6%
CDH
211
Charles D. Hyman
$2.28M -$5.15K -40 -0.2%
JIC
212
JRM Investment Counsel
Nebraska
$2.28M +$740K +5,750 +48%
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$2.27M +$174K +1,353 +8%
CS
214
Comerica Securities
Michigan
$2.26M +$263K +2,030 +13%
ATC
215
Argent Trust Co
Tennessee
$2.25M -$130K -1,010 -5%
CG
216
Colony Group
Massachusetts
$2.24M +$143K +1,108 +7%
WBC
217
West Branch Capital
Massachusetts
$2.24M -$106K -820 -5%
HDIM
218
Hanson & Doremus Investment Management
Vermont
$2.21M -$18.9K -147 -0.8%
TFGT
219
TS Financial Group (TSFG)
Illinois
$2.2M +$2.2M +17,076 New
S
220
Schroders
United Kingdom
$2.2M +$2.2M +17,060 New
EI
221
Ellevest Inc
New York
$2.19M +$1.47M +26,700 +205%
Cerity Partners
222
Cerity Partners
New York
$2.1M -$693K -5,386 -25%
PFA
223
Pathway Financial Advisors
Vermont
$2.07M -$19.3K -150 -0.9%
CAAS
224
Capital Asset Advisory Services
Michigan
$2.07M -$813K -6,317 -28%
BC
225
Burleson & Co
California
$2.05M -$155K -1,150 -7%
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