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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
+$43.3M
3
CCFM
Clear Creek Financial Management
Washington
+$28.5M
4
Betterment LLC
Betterment LLC
New York
+$21.3M
5
AssetMark Inc
AssetMark Inc
California
+$21.1M

Top Sellers

1
PCA
Personal Capital Advisors
California
-$135M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$34.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.5M
4
AF
Allworth Financial
California
-$16.8M
5
CWM
Connecticut Wealth Management
Connecticut
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
401
Pacific Sun Financial
California
$617K -$2.21K -20 -0.4%
FAN
402
Financial Advisors Network
California
$616K +$45.7K +413 +8%
TNBTD
403
Trustmark National Bank Trust Department
Mississippi
$615K -$107K -963 -15%
WS
404
Wedbush Securities
California
$612K +$187K +1,692 +44%
LFA
405
Landmark Financial Advisors
Kentucky
$611K – – –
SWP
406
Summit Wealth Partners
Florida
$607K +$50.4K +456 +9%
NSIM
407
North Star Investment Management
Illinois
$603K +$2.43K +22 +0.4%
HCIA
408
Hochman Cole Investment Advisors
Illinois
$602K -$3.32K -30 -0.5%
CAG
409
Csenge Advisory Group
Florida
$601K +$8.45K +73 +1%
GJIC
410
Gamble Jones Investment Counsel
California
$597K – – –
AIA
411
Angeles Investment Advisors
California
$596K – – –
GWM
412
Geneos Wealth Management
Colorado
$596K +$11.7K +108 +2%
ABC
413
Associated Banc-Corp
Wisconsin
$592K -$16.8K -152 -3%
BUB
414
BBVA USA Bancshares
Texas
$591K -$1.18K -11 -0.2%
DI
415
Disciplined Investments
Oklahoma
$589K +$57.2K +517 +11%
Bessemer Group
416
Bessemer Group
New Jersey
$579K – – –
FNBOMD
417
First National Bank of Mount Dora
Florida
$575K +$24.9K +225 +5%
CMBA
418
C.M. Bidwell & Associates
Hawaii
$573K +$93.1K +841 +19%
PWM
419
PBMares Wealth Management
Virginia
$569K – – –
PTC
420
Private Trust Company
Ohio
$555K -$221 -2 -0%
KWM
421
Kingsview Wealth Management
Oregon
$552K +$318K +2,872 +136%
VCM
422
Versant Capital Management
Arizona
$546K -$7.08K -64 -1%
VCP
423
Vista Capital Partners
Oregon
$538K -$179K -1,615 -25%
DAS
424
Dynamic Advisor Solutions
Arizona
$535K +$100K +908 +23%
AF
425
Advisornet Financial
Minnesota
$533K -$1.88K -17 -0.4%
15 16
17
18 19