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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

735 hedge funds and large institutions have $7.43B invested in Vanguard Small-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 296 increasing their positions, 260 reducing their positions, and 46 closing their positions.

Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
14.87%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
1.03%
New
78
Increased
296
Reduced
260
Closed
46
Calls
$3.4M
Puts
$7.86M
Net Calls
-$4.47M
Net Calls Change
-$5.15M

Top Buyers

1
Retirement Systems of Alabama
1
Retirement Systems of Alabama
Alabama
$64.4M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$43.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$28.5M
4
Betterment LLC
4
Betterment LLC
New York
$789M
5
AssetMark Inc
5
AssetMark Inc
California
$221M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$2.2M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.05B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$101M
4
AF
4
Allworth Financial
California
$114M
5
CWM
5
Connecticut Wealth Management
Connecticut
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
226
ProVise Management Group
Florida
$2.15M 19,442 -1,587 -8%
AAP
227
Arax Advisory Partners
Colorado
$2.13M 19,258 +1,136 +6%
CC
228
Cypress Capital
Tennessee
$2.12M 17,889 -14,255 -44%
IWM
229
IHT Wealth Management
Illinois
$2.11M 19,039 +385 +2%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$2.08M 18,006 -1,896 -10%
WLIM
231
White Lighthouse Investment Management
Massachusetts
$2.06M 18,633 +1,153 +7%
GCA
232
Gradient Capital Advisors
California
$2.06M 18,593 +1,349 +8%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.05M 18,515 +3,815 +26%
DSC
234
Duncker Streett & Co
Missouri
$2.05M 18,506 +463 +3%
FFG
235
Fullen Financial Group
Ohio
$2.05M 18,491 +89 +0.5%
FA
236
Fortis Advisors
Pennsylvania
$2.01M 18,121 -1,875 -9%
NNP
237
Nachman Norwood & Parrott
South Carolina
$1.98M 17,935 +3,072 +21%
CAMG
238
CWA Asset Management Group
Florida
$1.96M 17,726 +17,726 New
DC
239
Davenport & Co
Virginia
$1.93M 17,483 +107 +0.6%
NL
240
NWAM LLC
Washington
$1.91M 17,228 -50 -0.3%
SFP
241
Shepherd Financial Partners
Massachusetts
$1.86M 16,808 +1,683 +11%
CDH
242
Charles D. Hyman
$1.84M 16,615 -580 -3%
EGA
243
E&G Advisors
Texas
$1.83M 16,517 -75 -0.5%
IA
244
IFP Advisors
Florida
$1.78M 16,170 -347 -2%
BSB
245
Bangor Savings Bank
Maine
$1.78M 16,127 +1,101 +7%
KeyBank National Association
246
KeyBank National Association
Ohio
$1.76M 15,867 +1,919 +14%
BC
247
Burleson & Co
California
$1.74M 14,497 -7,222 -33%
CB
248
Commerce Bank
Missouri
$1.74M 15,701 -695 -4%
LIM
249
Leavell Investment Management
Alabama
$1.73M 15,627 +745 +5%
LW
250
Linscomb Wealth
Texas
$1.71M 15,434 +2,846 +23%
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