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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.

New
Increased
Maintained
Reduced
Closed
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
Betterment LLC
New York
$742M
2
MG
Mather Group
Illinois
$120M
3
MWM
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
Comerica Bank
Texas
$56.8M
5
JRP
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
Victory Capital Management
Texas
$18.3M
5
Bank of America
Bank of America
North Carolina
$792M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
401
Angeles Investment Advisors
California
$576K -$24.9K -233 -4%
SCG
402
Sonata Capital Group
Washington
$572K -$310K -2,900 -35%
RIA
403
Realta Investment Advisors
Delaware
$569K -$427 -4 -0.1%
LFA
404
Landmark Financial Advisors
Kentucky
$563K -$20.6K -192 -4%
Bessemer Group
405
Bessemer Group
New Jersey
$559K +$312K +2,918 +126%
FAN
406
Financial Advisors Network
California
$551K -$190K -1,777 -26%
GWM
407
Geneos Wealth Management
Colorado
$550K +$18.9K +185 +4%
PWM
408
PBMares Wealth Management
Virginia
$550K +$54.2K +507 +11%
CAG
409
Csenge Advisory Group
Florida
$547K -$266K -2,485 -33%
SWP
410
Summit Wealth Partners
Florida
$538K +$538K +5,033 New
VCM
411
Versant Capital Management
Arizona
$534K -$3.74K -35 -0.7%
PTC
412
Private Trust Company
Ohio
$532K -$110K -1,039 -17%
FNBOMD
413
First National Bank of Mount Dora
Florida
$532K – – –
MCM
414
MAI Capital Management
Ohio
$524K -$14.3K -134 -3%
AF
415
Advisornet Financial
Minnesota
$517K -$102K -952 -16%
Vanguard Group
416
Vanguard Group
Pennsylvania
$517K +$22.8K +213 +5%
DI
417
Disciplined Investments
Oklahoma
$514K +$184K +1,722 +56%
BO
418
BRR OpCo
Ohio
$508K +$2.03K +19 +0.4%
FAAM
419
First Ascent Asset Management
Colorado
$507K -$87K -813 -15%
Citadel Advisors
420
Citadel Advisors
Florida
$505K +$505K +4,727 New
EA
421
Elm Advisors
California
$504K +$504K +4,710 New
WIA
422
Wealthstreet Investment Advisors
Texas
$502K -$29.6K -277 -6%
WWM
423
Western Wealth Management
Colorado
$501K -$113K -1,052 -18%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$495K -$2.22M -20,697 -82%
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$495K -$22K -206 -4%
15 16
17
18 19