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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 %
BCM
301
BTC Capital Management
Iowa
$1.13M 10,655 +771 +8%
GBT
302
Grove Bank & Trust
Florida
$1.1M 10,250 -3,129 -23%
PA
303
Probity Advisors
Texas
$1.08M 10,095 -4,330 -30%
DLG
304
Daniel L. Goodwin
$1.07M 10,000 – –
FUBT
305
First United Bank & Trust
Maryland
$1.06M 9,926 -437 -4%
PJB
306
Paul John Balson
California
$1.06M 9,895 -2,796 -22%
JC
307
Jentner Corp
Ohio
$1.05M 9,782 +4,805 +97%
BC
308
Burney Company
Virginia
$1.05M 9,776 +2,405 +33%
HWA
309
Heartwood Wealth Advisors
Virginia
$1.05M 9,769 +5,320 +120%
BPA
310
Beacon Pointe Advisors
California
$1.04M 9,723 -2,068 -18%
IWA
311
Intercontinental Wealth Advisors
Texas
$1.02M 9,513 -46 -0.5%
GC
312
Gilbert & Cook
Iowa
$1.02M 9,497 -1,467 -13%
SIA
313
Starfire Investment Advisers
Michigan
$1.01M 9,414 – –
Boston Partners
314
Boston Partners
Massachusetts
$1.01M 9,493 +9,493 New
ST
315
Smithfield Trust
Pennsylvania
$997K 9,328 -4,620 -33%
SWM
316
SVA Wealth Management
Wisconsin
$995K 9,306 -124 -1%
CBFP
317
Cedar Brook Financial Partners
Ohio
$991K 9,272 -3,418 -27%
PA
318
Paracle Advisors
Washington
$991K 9,277 -2,491 -21%
BDF
319
Black Diamond Financial
Maryland
$990K 9,261 -5,555 -37%
CFD
320
Creative Financial Designs
Indiana
$988K 9,243 +8,649 +1,456%
LWP
321
Legacy Wealth Planning
Nevada
$983K 9,190 +120 +1%
TPCW
322
TD Private Client Wealth
New York
$978K 9,148 +1,275 +16%
BWP
323
BSW Wealth Partners
Colorado
$978K 9,149 -182 -2%
AFP
324
Ausdal Financial Partners
Iowa
$964K 9,013 +247 +3%
MFT
325
Moisand Fitzgerald Tamayo
Florida
$954K 8,921 +1,497 +20%
11 12
13
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