VBR icon

Vanguard Small-Cap Value ETF

689 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 288 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-87
Holders Change %
-11.21%
% of All Funds
15.22%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.93%
New
62
Increased
268
Reduced
288
Closed
137
Calls
$2.67M
Puts
$555K
Net Calls
+$2.12M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
301
BTC Capital Management
Iowa
$862K +$33.6K +385 +4%
First Manhattan
302
First Manhattan
New York
$860K +$7.55K +85 +0.9%
IWA
303
Intercontinental Wealth Advisors
Texas
$849K +$5.77K +65 +0.7%
OBWP
304
O'Brien Wealth Partners
Massachusetts
$848K -$293K -3,487 -26%
WFPG
305
Waller Financial Planning Group
Ohio
$844K -$206K -2,325 -20%
SWM
306
SVA Wealth Management
Wisconsin
$837K -$50K -563 -6%
SIA
307
Starfire Investment Advisers
Michigan
$835K +$397K +4,473 +91%
BWP
308
BSW Wealth Partners
Colorado
$829K +$829K +9,331 New
SFP
309
Strategic Financial Partners
Oregon
$819K +$4.62K +52 +0.6%
Financial Engines Advisors
310
Financial Engines Advisors
California
$813K +$435K +4,899 +115%
AFP
311
Ausdal Financial Partners
Iowa
$812K +$41.6K +449 +5%
LWP
312
Legacy Wealth Planning
Nevada
$805K +$27.6K +311 +4%
MA
313
MONECO Advisors
Connecticut
$789K -$140K -1,578 -15%
TCM
314
Telos Capital Management
California
$786K +$3.64K +41 +0.5%
SC
315
SouthState Corp
Florida
$772K +$32.2K +363 +4%
PFP
316
Pinnacle Financial Partners
Tennessee
$770K -$245K -2,758 -24%
ADL
317
Asset Dedication LLC
California
$760K -$195K -2,197 -20%
BWM
318
BCS Wealth Management
Tennessee
$753K +$194K +2,181 +35%
PWAC
319
Private Wealth Advisors (California)
California
$749K +$622 +7 +0.1%
CCA
320
Checchi Capital Advisers
California
$744K +$540K +6,083 +264%
SCG
321
Sonata Capital Group
Washington
$733K -$837K -9,425 -53%
MHIC
322
Marble Harbor Investment Counsel
Massachusetts
$723K -$68.8K -775 -9%
QCG
323
Quadrant Capital Group
Ohio
$723K
GA
324
GFS Advisors
Texas
$720K -$7.55K -85 -1%
MCCP
325
Mission Creek Capital Partners
California
$720K +$90.4K +1,019 +14%