VBR icon

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 %
MFT
326
Moisand Fitzgerald Tamayo
Florida
$961K 8,686 -235 -3%
GBT
327
Grove Bank & Trust
Florida
$958K 8,654 -1,596 -16%
BWA
328
BDO Wealth Advisors
Florida
$954K 8,626 -3,471 -29%
PJB
329
Paul John Balson
California
$951K 8,600 -1,295 -13%
BDF
330
Black Diamond Financial
Maryland
$950K 8,585 -676 -7%
PFP
331
Pinnacle Financial Partners
Tennessee
$949K 8,581 -26 -0.3%
MIM
332
Marco Investment Management
Georgia
$938K 8,480 +606 +8%
Lido Advisors
333
Lido Advisors
California
$934K 8,440 +2,347 +39%
ST
334
Sageworth Trust
Pennsylvania
$925K 8,365 +8,365 New
PD
335
Planning Directions
Pennsylvania
$919K 8,306 +977 +13%
MHIC
336
Marble Harbor Investment Counsel
Massachusetts
$917K 8,291 +550 +7%
H
337
HoyleCohen
California
$914K 8,263 +352 +4%
CS
338
Comerica Securities
Michigan
$912K 8,248 -33 -0.4%
TCM
339
Telos Capital Management
California
$902K 8,153 -556 -6%
Financial Engines Advisors
340
Financial Engines Advisors
California
$902K 8,155 +805 +11%
SC
341
SouthState Corp
Florida
$901K 8,148 -419 -5%
CAG
342
Curtis Advisory Group
California
$895K 8,092 +1,048 +15%
SFP
343
Strategic Financial Partners
Oregon
$894K 8,083 +823 +11%
MA
344
MONECO Advisors
Connecticut
$893K 8,071 -699 -8%
GPA
345
Guidance Point Advisors
Massachusetts
$890K 8,051 +45 +0.6%
SIA
346
Strategic Investment Advisors
Michigan
$882K 7,967 +817 +11%
PFA
347
Pure Financial Advisors
California
$879K 7,945 -719 -8%
WAM
348
Wealthspire Advisors (Maryland)
Maryland
$869K 7,856 +1,425 +22%
MCCP
349
Mission Creek Capital Partners
California
$865K 7,818 -309 -4%
PCM
350
Parsons Capital Management
Rhode Island
$860K 7,771 +690 +10%
12 13
14
15 16