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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.

New
Increased
Maintained
Reduced
Closed
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
Retirement Systems of Alabama
Alabama
$64.4M
2
PCIA
Prime Capital Investment Advisors
Kansas
$43.5M
3
CCFM
Clear Creek Financial Management
Washington
$28.5M
4
Betterment LLC
Betterment LLC
New York
$789M
5
AssetMark Inc
AssetMark Inc
California
$221M

Top Sellers

1
PCA
Personal Capital Advisors
California
$2.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.05B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M
4
AF
Allworth Financial
California
$114M
5
CWM
Connecticut Wealth Management
Connecticut
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAC
351
Private Wealth Advisors (California)
California
$859K -$15K -136 -2%
EAM
352
Evanson Asset Management
California
$857K -$119K -1,078 -12%
FFN
353
Focus Financial Network
Minnesota
$845K +$59.5K +538 +8%
Renaissance Technologies
354
Renaissance Technologies
New York
$830K -$88.5K -800 -10%
RGC
355
Roberts, Glore & Co
Illinois
$830K +$338K +3,056 +69%
FHA
356
Flagship Harbor Advisors
Massachusetts
$828K +$102K +919 +14%
SWM
357
Southern Wealth Management
Texas
$817K +$3.76K +34 +0.5%
Prudential Financial
358
Prudential Financial
New Jersey
$816K +$88.2K +797 +12%
CS
359
Capital Square
Tennessee
$814K +$190K +1,715 +30%
SF
360
Synovus Financial
Georgia
$814K +$422K +3,783 +108%
CL
361
CPWM LLC
Washington
$812K +$81.6K +738 +11%
BC
362
Burney Company
Virginia
$810K -$272K -2,456 -25%
KPW
363
Kore Private Wealth
New York
$809K – – –
EVM
364
Eaton Vance Management
Massachusetts
$808K +$89.1K +805 +12%
NFG
365
Nations Financial Group
Iowa
$799K -$10.6K -96 -1%
BOH
366
Bank of Hawaii
Hawaii
$798K – – –
ACP
367
Aveo Capital Partners
Colorado
$798K +$798K +7,217 New
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$789K -$671K -6,063 -46%
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
$787K -$1.69M -15,306 -68%
WFPG
370
Waller Financial Planning Group
Ohio
$773K -$5.64K -51 -0.7%
HA
371
Harborview Advisors
Maine
$770K +$1.11K +10 +0.1%
BCA
372
Bay Colony Advisors
Massachusetts
$770K +$377K +3,412 +96%
BPA
373
Beacon Pointe Advisors
California
$769K -$307K -2,777 -29%
KA
374
Klingman & Associates
New York
$769K +$524K +4,740 +214%
BWM
375
BCS Wealth Management
Tennessee
$763K -$85.8K -775 -10%
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15
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