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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 %
WP
376
WealthShield Partners
North Carolina
$760K -$2.87K -26 -0.4%
TFGT
377
TS Financial Group (TSFG)
Illinois
$759K -$51K -461 -6%
VPIM
378
Vanguard Personalized Indexing Management
California
$750K +$750K +6,775 New
CCG
379
Chatham Capital Group
Georgia
$746K +$3.32K +30 +0.4%
PWA
380
Physician Wealth Advisors
Utah
$741K – – –
First Manhattan
381
First Manhattan
New York
$739K – – –
MA
382
Mutual Advisors
Nebraska
$725K +$336K +3,038 +86%
NFG
383
NewFocus Financial Group
Washington
$718K -$60K -542 -8%
IWC
384
Integrated Wealth Concepts
Massachusetts
$702K -$11.6K -105 -2%
WIC
385
Woodmont Investment Counsel
Tennessee
$701K -$1.88M -17,012 -73%
AIA
386
Alera Investment Advisors
Illinois
$691K – – –
TI
387
tru Independence
Oregon
$689K +$689K +6,232 New
RVPG
388
Relative Value Partners Group
$680K +$13.2K +119 +2%
ACM
389
Advisors Capital Management
New Jersey
$677K +$5.09K +46 +0.8%
LFG
390
Larson Financial Group
Missouri
$673K -$607K -5,481 -47%
TP
391
Tranquility Partners
Tennessee
$673K -$81.4K -736 -11%
PMFA
392
Plante Moran Financial Advisors
Michigan
$670K -$4.09M -36,996 -86%
PA
393
PFG Advisors
Arizona
$670K -$92K -782 -12%
HA
394
HC Advisors
Georgia
$665K – – –
BP
395
Ballentine Partners
Massachusetts
$660K – – –
WI
396
WrapManager Inc
California
$651K +$10.5K +95 +2%
WB
397
WesBanco Bank
West Virginia
$644K +$8.96K +81 +1%
FLPIM
398
F.L. Putnam Investment Management
Massachusetts
$633K -$5.31K -48 -0.8%
RC
399
Roundview Capital
New Jersey
$627K – – –
BF
400
BOK Financial
Oklahoma
$620K +$19.4K +175 +3%
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16
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