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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 %
ASN
251
Advisory Services Network
Georgia
$1.7M 15,329 +590 +4%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$1.69M 9,751 – –
FFG
253
Ford Financial Group
California
$1.69M 15,286 -623 -4%
WTFG
254
Wells Trecaso Financial Group
Ohio
$1.69M 15,235 +2,745 +22%
PFA
255
Pathway Financial Advisors
Vermont
$1.68M 14,995 – –
FI
256
FormulaFolio Investments
Michigan
$1.68M 15,138 +9,373 +163%
FAIM
257
Financial Advocates Investment Management
Washington
$1.67M 15,097 -76 -0.5%
APSP
258
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.64M 14,778 -1,323 -8%
BEAM
259
Baker Ellis Asset Management
Washington
$1.61M 14,561 -594 -4%
ATC
260
Argent Trust Co
Tennessee
$1.6M 14,487 +194 +1%
CF
261
Corrigan Financial
Rhode Island
$1.58M 14,243 +2 +0%
RWA
262
Redhawk Wealth Advisors
Minnesota
$1.57M 14,220 -364 -2%
JIC
263
Joel Isaacson & Co
New York
$1.54M 13,959 +1,274 +10%
TC
264
TAP Consulting
Missouri
$1.52M 13,691 -61 -0.4%
WSTAM
265
Wilbanks Smith & Thomas Asset Management
Virginia
$1.51M 13,687 -1,402 -9%
CA
266
Cornerstone Advisory
Maryland
$1.5M 13,579 -2,135 -14%
RJT
267
Raymond James Trust
Florida
$1.48M 13,337 +812 +6%
CCA
268
Checchi Capital Advisers
California
$1.47M 13,323 -1,064 -7%
HB
269
Homrich & Berg
Georgia
$1.47M 13,278 +13,278 New
ATPW
270
Ashton Thomas Private Wealth
Arizona
$1.47M 13,256 +2,166 +20%
VFA
271
Voya Financial Advisors
Connecticut
$1.47M 13,311 -1,381 -9%
PIMG
272
Patriot Investment Management Group
Tennessee
$1.46M 13,166 +259 +2%
IWA
273
Intercontinental Wealth Advisors
Texas
$1.41M 12,713 +3,200 +34%
WBC
274
West Branch Capital
Massachusetts
$1.39M 12,570 -1,133 -8%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$1.39M 12,420 -5,459 -31%
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