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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.

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
1
JPMorgan Chase & Co
New York
$169M
2
Betterment LLC
2
Betterment LLC
New York
$700M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$53.2M
4
USAA
4
United Services Automobile Association
Texas
$26.9M
5
Bank of America
5
Bank of America
North Carolina
$901M

Top Sellers

1
FTIOP
1
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$60.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$79M
4
Ameriprise
4
Ameriprise
Minnesota
$53.3M
5
TYCC
5
Texas Yale Capital Corp
Florida
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.17B 8,988,789 -19,678 -0.2%
Bank of America
2
Bank of America
North Carolina
$901M 6,904,227 +84,802 +1%
Betterment LLC
3
Betterment LLC
New York
$700M 5,363,407 +251,246 +5%
Morgan Stanley
4
Morgan Stanley
New York
$276M 2,114,434 -79,692 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$252M 1,931,123 +29,783 +2%
Wells Fargo
6
Wells Fargo
California
$173M 1,327,982 +3,788 +0.3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$170M 1,303,508 -12,272 -0.9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$169M 1,311,555 +1,129,512 +620%
AssetMark Inc
9
AssetMark Inc
California
$146M 1,119,491 +83,325 +8%
UBS Group
10
UBS Group
Switzerland
$130M 993,467 +60,797 +7%
PCA
11
Personal Capital Advisors
California
$112M 857,160 +77,697 +10%
LPL Financial
12
LPL Financial
California
$95.7M 733,191 -20,578 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$79.3M 607,812 -61,561 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$79M 605,513 -103,741 -15%
TF
15
TIAA FSB
Florida
$75.7M 579,920 +35,186 +6%
UCFA
16
United Capital Financial Advisors
Texas
$66.4M 508,624 +16,806 +3%
LC
17
Lourd Capital
California
$62.6M 479,334 +1,573 +0.3%
Goldman Sachs
18
Goldman Sachs
New York
$60.9M 466,241 -157,176 -25%
MIAS
19
Mason Investment Advisory Services
Virginia
$58.2M 445,953 -489 -0.1%
Ameriprise
20
Ameriprise
Minnesota
$53.3M 409,367 -95,502 -19%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$53.2M 407,762 +124,026 +44%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$50M 382,990 +9,641 +3%
SEI Investments
23
SEI Investments
Pennsylvania
$43M 329,618 +46,007 +16%
EA
24
Efficient Advisors
Ohio
$40.9M 313,027 +5,373 +2%
MG
25
Mather Group
Illinois
$38.5M 295,265 +12,726 +5%
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