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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 %
SAS
276
Sage Advisory Services
Texas
$1.34M 12,570 +12,570 New
RJT
277
Raymond James Trust
Florida
$1.34M 12,525 +1,357 +12%
JFA
278
Johanson Financial Advisors
California
$1.34M 12,502 -8,596 -41%
WTFG
279
Wells Trecaso Financial Group
Ohio
$1.34M 12,490 +285 +2%
OIA
280
OneDigital Investment Advisors
Kansas
$1.31M 12,219 -1,405 -10%
BWA
281
BDO Wealth Advisors
Florida
$1.29M 12,097 -321 -3%
FANJ
282
Financial Architects (New Jersey)
New Jersey
$1.29M 12,054 -335 -3%
MECA
283
Miller Equity Capital Advisors
Texas
$1.28M 11,992 -820 -6%
BRWM
284
B. Riley Wealth Management
Tennessee
$1.27M 11,905 -1,060 -8%
TFA
285
Tobias Financial Advisors
Florida
$1.27M 11,895 +11,895 New
QWM
286
Quaker Wealth Management
New Jersey
$1.27M 11,859 +11,859 New
LFG
287
Larson Financial Group
Missouri
$1.24M 11,560 -2,927 -20%
CCM
288
Condor Capital Management
New Jersey
$1.23M 11,528 -68 -0.6%
M&T Bank
289
M&T Bank
New York
$1.22M 11,407 +1,073 +10%
MFS
290
McNamara Financial Services
Massachusetts
$1.21M 11,351 -263 -2%
V
291
Veritable
Delaware
$1.21M 11,346 -459 -4%
COF
292
Capital One Financial
Virginia
$1.19M 11,113 +3,171 +40%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$1.19M 11,090 +7,616 +219%
BJL
294
Brighton Jones LLC
Washington
$1.18M 11,064 -675 -6%
ANTB
295
AMG National Trust Bank
Colorado
$1.18M 11,040 +6,625 +150%
KOMWMG
296
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.18M 10,991 +465 +4%
CA
297
Continuum Advisory
Idaho
$1.17M 11,089 +11,089 New
CA
298
Cetera Advisors
Colorado
$1.16M 10,875 +75 +0.7%
BFA
299
Beacon Financial Advisory
Ohio
$1.15M 10,775 +335 +3%
ACA
300
Atlas Capital Advisors
Wyoming
$1.15M 10,740 -4,064 -27%
10 11
12
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