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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

776 hedge funds and large institutions have $7.92B invested in Vanguard Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.

Holders
776
Holders Change
+91
Holders Change %
+13.28%
% of All Funds
15.32%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.07%
New
143
Increased
332
Reduced
213
Closed
44
Calls
$2.7M
Puts
$1.26M
Net Calls
+$1.44M
Net Calls Change
-$5.63M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$790M
2
CFFP
2
Center for Financial Planning
Michigan
$53.2M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$53.1M
4
Wells Fargo
4
Wells Fargo
California
$227M
5
UBS Group
5
UBS Group
Switzerland
$170M

Top Sellers

1
KTM
1
Keeler Thomas Management
Utah
$879K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$38.7M
3
Bank of America
3
Bank of America
North Carolina
$948M
4
Deutsche Bank
4
Deutsche Bank
Germany
$68K
5
PL
5
Polianta Ltd
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.24B 9,050,983 +67,690 +0.8%
Bank of America
2
Bank of America
North Carolina
$948M 6,914,480 -312,891 -4%
Betterment LLC
3
Betterment LLC
New York
$790M 5,765,241 +401,834 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$280M 2,044,965 +17,568 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$280M 2,039,713 -27,985 -1%
Wells Fargo
6
Wells Fargo
California
$227M 1,654,921 +297,115 +22%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$186M 1,355,104 -3,865 -0.3%
AssetMark Inc
8
AssetMark Inc
California
$183M 1,333,261 +112,007 +9%
UBS Group
9
UBS Group
Switzerland
$170M 1,237,096 +197,325 +19%
PCA
10
Personal Capital Advisors
California
$136M 988,915 +72,392 +8%
LPL Financial
11
LPL Financial
California
$103M 748,315 +17,824 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$83.7M 610,340 +38,525 +7%
TF
13
TIAA FSB
Florida
$81.5M 594,921 +12,104 +2%
Goldman Sachs
14
Goldman Sachs
New York
$80.3M 585,833 +95,039 +19%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$77.3M 564,131 -15,049 -3%
UCFA
16
United Capital Financial Advisors
Texas
$76.2M 555,941 +12,640 +2%
Ameriprise
17
Ameriprise
Minnesota
$61.7M 446,776 +16,527 +4%
MIAS
18
Mason Investment Advisory Services
Virginia
$60.5M 441,367 -3,564 -0.8%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$59.5M 434,434 +9,958 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$54.9M 400,200 +8,514 +2%
CFFP
21
Center for Financial Planning
Michigan
$53.2M 388,014 +388,014 New
SGAM
22
Stephens Group Asset Management
Arkansas
$53.1M 387,713 +387,713 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$51.5M 375,650 +4,697 +1%
SEI Investments
24
SEI Investments
Pennsylvania
$48.6M 354,126 +10,130 +3%
EA
25
Efficient Advisors
Ohio
$47.9M 349,324 +23,636 +7%
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