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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
14.57%
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 %
CI
251
CX Institutional
Indiana
$1.62M 15,110 -22,767 -60%
WSTAM
252
Wilbanks Smith & Thomas Asset Management
Virginia
$1.61M 15,089 -1,751 -10%
BSB
253
Bangor Savings Bank
Maine
$1.61M 15,026 +1,965 +15%
PFA
254
Pathway Financial Advisors
Vermont
$1.6M 14,995 -21 -0.1%
LIM
255
Leavell Investment Management
Alabama
$1.59M 14,882 +14,882 New
NNP
256
Nachman Norwood & Parrott
South Carolina
$1.59M 14,863 +2,895 +24%
ASN
257
Advisory Services Network
Georgia
$1.58M 14,739 -4,035 -21%
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.57M 14,700 -5,226 -26%
RWA
259
Redhawk Wealth Advisors
Minnesota
$1.56M 14,584 -10,110 -41%
VFA
260
Voya Financial Advisors
Connecticut
$1.55M 14,692 -666 -4%
BRWA
261
B. Riley Wealth Advisors
Florida
$1.55M 14,466 -1,644 -10%
CCA
262
Checchi Capital Advisers
California
$1.54M 14,387 +6,003 +72%
CWM
263
Capital Wealth Management
Rhode Island
$1.53M 14,294 +1,617 +13%
ATC
264
Argent Trust Co
Tennessee
$1.53M 14,293 -72 -0.5%
CF
265
Corrigan Financial
Rhode Island
$1.52M 14,241 +3,816 +37%
KeyBank National Association
266
KeyBank National Association
Ohio
$1.49M 13,948 -181 -1%
TC
267
TAP Consulting
Missouri
$1.47M 13,752 -1,660 -11%
CANC
268
Culbertson A N & Co
Virginia
$1.47M 13,723 +325 +2%
WBC
269
West Branch Capital
Massachusetts
$1.47M 13,703 -1,174 -8%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$1.42M 13,322 -103,096 -89%
GP
271
Girard Partners
Pennsylvania
$1.42M 13,293 -2,002 -13%
Fiera Capital (Canada)
272
Fiera Capital (Canada)
Quebec, Canada
$1.41M 13,191 -407 -3%
PIMG
273
Patriot Investment Management Group
Tennessee
$1.38M 12,907 +127 +1%
JIC
274
Joel Isaacson & Co
New York
$1.36M 12,685 +6,265 +98%
LW
275
Linscomb Wealth
Texas
$1.35M 12,588 +2,252 +22%
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