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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 %
FANJ
301
Financial Architects (New Jersey)
New Jersey
$1.15M 10,425 -1,629 -14%
SJL
302
Shayne & Jacobs LLC
Tennessee
$1.15M 10,423 +10,423 New
REMPR
303
Roof Eidam Maycock Peralta (REMP)
California
$1.14M 10,289 -5,739 -36%
HWA
304
Heartwood Wealth Advisors
Virginia
$1.13M 10,207 +438 +4%
ADL
305
Asset Dedication LLC
California
$1.11M 10,054 +1,955 +24%
TCWA
306
Ten Capital Wealth Advisors
Washington
$1.11M 10,068 +10,068 New
PA
307
Probity Advisors
Texas
$1.11M 10,062 -33 -0.3%
DLG
308
Daniel L. Goodwin
$1.11M 10,010 +10 +0.1%
BCM
309
BlueCrest Capital Management
Jersey
$1.11M 10,000 +10,000 New
CFD
310
Creative Financial Designs
Indiana
$1.08M 9,801 +558 +6%
COF
311
Capital One Financial
Virginia
$1.07M 9,633 -1,480 -13%
SL
312
Systelligence LLC
Minnesota
$1.06M 9,536 -10,742 -53%
FUBT
313
First United Bank & Trust
Maryland
$1.04M 9,396 -530 -5%
GA
314
GFS Advisors
Texas
$1.03M 9,334 +1,224 +15%
GC
315
Gilbert & Cook
Iowa
$1.03M 9,279 -218 -2%
PA
316
Paracle Advisors
Washington
$1.03M 9,281 +4 +0%
JC
317
Jentner Corp
Ohio
$1.02M 9,224 -558 -6%
SWM
318
SVA Wealth Management
Wisconsin
$1.02M 9,213 -93 -1%
TPCW
319
TD Private Client Wealth
New York
$1.01M 9,151 +3 +0%
HCP
320
Hexagon Capital Partners
Arkansas
$1.01M 8,646 +8,646 New
1WA
321
180 Wealth Advisors
Washington
$1.01M 8,469 +121 +1%
LWP
322
Legacy Wealth Planning
Nevada
$1.01M 9,081 -109 -1%
JWCA
323
J.W. Cole Advisors
Florida
$968K 8,749 +8,749 New
ST
324
Smithfield Trust
Pennsylvania
$964K 8,710 -618 -7%
CBFP
325
Cedar Brook Financial Partners
Ohio
$961K 8,684 -588 -6%
11 12
13
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