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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

709 hedge funds and large institutions have $7.13B invested in Vanguard Small-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 76 closing their positions.

Holders
709
Holders Change
+20
Holders Change %
+2.9%
% of All Funds
14.58%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.03%
New
101
Increased
243
Reduced
280
Closed
76
Calls
$4.16M
Puts
$3.48M
Net Calls
+$684K
Net Calls Change
-$1.43M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$742M
2
MG
2
Mather Group
Illinois
$120M
3
MWM
3
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
4
Comerica Bank
Texas
$56.8M
5
JRP
5
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
4
Victory Capital Management
Texas
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$1.99M 18,654 +68 +0.4%
FFG
227
Fullen Financial Group
Ohio
$1.97M 18,402 +18,402 New
AAP
228
Arax Advisory Partners
Colorado
$1.94M 18,122 +3,430 +23%
DSC
229
Duncker Streett & Co
Missouri
$1.93M 18,043 -1,690 -9%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$1.89M 17,879 -4,411 -20%
WLIM
231
White Lighthouse Investment Management
Massachusetts
$1.87M 17,480 -5,853 -25%
DC
232
Davenport & Co
Virginia
$1.86M 17,376 +2,243 +15%
NL
233
NWAM LLC
Washington
$1.85M 17,278 +1,249 +8%
GCA
234
Gradient Capital Advisors
California
$1.84M 17,244 +6,300 +58%
CDH
235
Charles D. Hyman
$1.84M 17,195 – –
NFC
236
Northeast Financial Consultants
Connecticut
$1.83M 17,100 -18,470 -52%
RZH
237
Relyea Zuckerberg Hanson
Connecticut
$1.8M 16,822 +2,110 +14%
EGA
238
E&G Advisors
Texas
$1.77M 16,592 -98 -0.6%
CB
239
Commerce Bank
Missouri
$1.75M 16,396 -370 -2%
VCAM
240
Van Cleef Asset Management
Ohio
$1.75M 16,330 -895 -5%
IA
241
IFP Advisors
Florida
$1.74M 16,517 -194 -1%
APSP
242
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.72M 16,101 +238 +2%
REMPR
243
Roof Eidam Maycock Peralta (REMP)
California
$1.71M 16,028 -65,070 -80%
FFG
244
Ford Financial Group
California
$1.7M 15,909 +745 +5%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$1.69M 9,751 – –
CA
246
Cornerstone Advisory
Maryland
$1.68M 15,714 -79,255 -83%
Millennium Management
247
Millennium Management
New York
$1.63M 15,277 +15,277 New
FAIM
248
Financial Advocates Investment Management
Washington
$1.62M 15,173 -393 -3%
BEAM
249
Baker Ellis Asset Management
Washington
$1.62M 15,155 -4,645 -23%
SFP
250
Shepherd Financial Partners
Massachusetts
$1.62M 15,125 -918 -6%
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