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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 %
SCG
201
Sonata Capital Group
Washington
$2.63M -$129K -990 -5%
TIM
202
Tortoise Investment Management
New York
$2.6M +$880K +6,740 +51%
GIM
203
Goelzer Investment Management
Indiana
$2.51M -$18K -138 -0.7%
PFG
204
Pacific Financial Group
Washington
$2.51M +$10.6K +82 +0.4%
TFGT
205
TS Financial Group (TSFG)
Illinois
$2.47M +$239K +1,834 +11%
MAFM
206
Mid Atlantic Financial Management
Pennsylvania
$2.41M +$102K +782 +4%
PAI
207
Pittenger & Anderson Inc
Nebraska
$2.36M -$75.5K -578 -3%
CDH
208
Charles D. Hyman
$2.31M – – –
JIC
209
JRM Investment Counsel
Nebraska
$2.3M -$7.18K -55 -0.3%
ATC
210
Argent Trust Co
Tennessee
$2.28M +$6.79K +52 +0.3%
FFG
211
Ford Financial Group
California
$2.28M -$675K -5,172 -23%
CG
212
Colony Group
Massachusetts
$2.27M -$4.7K -36 -0.2%
PA
213
Probity Advisors
Texas
$2.26M -$74.6K -571 -3%
HDIM
214
Hanson & Doremus Investment Management
Vermont
$2.24M -$9.79K -75 -0.4%
S
215
Schroders
United Kingdom
$2.23M – – –
WBC
216
West Branch Capital
Massachusetts
$2.21M -$65.8K -504 -3%
BC
217
Burleson & Co
California
$2.18M +$218K +1,692 +11%
VFA
218
Voya Financial Advisors
Connecticut
$2.14M +$109K +849 +5%
PFA
219
Pathway Financial Advisors
Vermont
$2.11M +$4.57K +35 +0.2%
NL
220
NWAM LLC
Washington
$2.02M +$136K +1,039 +7%
BDF
221
Black Diamond Financial
Maryland
$2.02M -$17.9K -137 -0.9%
ST
222
Smithfield Trust
Pennsylvania
$2.02M -$34.5K -264 -2%
BWA
223
BDO Wealth Advisors
Florida
$1.99M -$51.6K -395 -3%
APSP
224
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.99M -$74.5K -571 -4%
BP
225
BBR Partners
New York
$1.98M – – –
7 8
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