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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.16B -$8.52M -66,173 -0.7%
Bank of America
2
Bank of America
North Carolina
$878M -$21.6M -168,158 -2%
Betterment LLC
3
Betterment LLC
New York
$658M +$33.9M +263,603 +5%
Morgan Stanley
4
Morgan Stanley
New York
$282M -$7.66M -59,528 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$245M +$6.19M +48,116 +3%
Wells Fargo
6
Wells Fargo
California
$170M +$5.85M +45,409 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$169M -$5.64M -43,847 -3%
AssetMark Inc
8
AssetMark Inc
California
$133M -$6.24M -48,511 -4%
UBS Group
9
UBS Group
Switzerland
$120M -$4.14M -32,185 -3%
PCA
10
Personal Capital Advisors
California
$100M +$18.1M +140,615 +22%
LPL Financial
11
LPL Financial
California
$97M -$652K -5,067 -0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$91.3M +$2.91M +22,622 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$86.2M -$5.52M -42,904 -6%
Goldman Sachs
14
Goldman Sachs
New York
$80.3M +$3.92M +30,443 +5%
TF
15
TIAA FSB
Florida
$70.1M -$3.29M -25,568 -4%
Ameriprise
16
Ameriprise
Minnesota
$65M -$703K -5,458 -1%
UCFA
17
United Capital Financial Advisors
Texas
$63.3M +$1.63M +12,698 +3%
LC
18
Lourd Capital
California
$61.5M +$1.76M +13,668 +3%
MIAS
19
Mason Investment Advisory Services
Virginia
$57.5M +$57.5M +446,442 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$48.1M +$2.23M +17,302 +5%
EA
21
Efficient Advisors
Ohio
$39.6M +$19.6K +152 +0%
SEI Investments
22
SEI Investments
Pennsylvania
$36.6M +$5.51M +42,709 +18%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$36.5M +$5.9M +45,794 +19%
MG
24
Mather Group
Illinois
$36.4M +$2.26M +17,523 +7%
FTIOP
25
Fiduciary Trust International of Pennsylvania
Pennsylvania
$32M +$32M +383,590 New
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