VBR icon

Vanguard Small-Cap Value ETF

689 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 288 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-87
Holders Change %
-11.21%
% of All Funds
15.22%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.93%
New
62
Increased
268
Reduced
288
Closed
137
Calls
$2.67M
Puts
$555K
Net Calls
+$2.12M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
426
Vista Capital Partners
Oregon
$371K +$183K +2,064 +97%
PFS
427
Prospera Financial Services
Texas
$367K -$21.6K -243 -6%
AWCI
428
Alpine Woods Capital Investors
New York
$365K +$365K +4,113 New
AIM
429
AMI Investment Management
Indiana
$364K -$425K -4,782 -54%
AMCA
430
Arthur M. Cohen & Associates
Illinois
$363K -$63.4K -762 -15%
ECG
431
Edge Capital Group
Georgia
$363K +$60.5K +682 +20%
WKWM
432
Walter & Keenan Wealth Management
Indiana
$363K +$363K +4,362 New
FT
433
Fiduciary Trust
Massachusetts
$361K -$54.9K -619 -13%
TFS
434
Thoroughbred Financial Services
Tennessee
$360K +$189K +2,134 +111%
WQ
435
Wealth Quarterback
New Jersey
$356K -$31.1M -361,414 -99%
CF
436
Centaurus Financial
California
$355K +$533 +6 +0.2%
HA
437
Harborview Advisors
Maine
$351K +$217K +2,443 +162%
SFA
438
Sequoia Financial Advisors
Ohio
$349K +$47.6K +536 +16%
WP
439
WMS Partners
Maryland
$346K -$4.18K -47 -1%
HA
440
Hamel Associates
New Jersey
$345K -$1.44M -16,230 -81%
AOWM
441
Alpha Omega Wealth Management
Virginia
$342K +$24.9K +280 +8%
CIC
442
Cutler Investment Counsel
Oregon
$333K -$17.4K -196 -5%
BAM
443
Belpointe Asset Management
Nevada
$332K -$43.7K -492 -12%
DAS
444
Dynamic Advisor Solutions
Arizona
$332K +$9.51K +107 +3%
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$331K -$52.3K -588 -14%
SCA
446
STALEY CAPITAL ADVISERS
Pennsylvania
$330K +$40.8K +460 +14%
WFA
447
Wellspring Financial Advisors
Ohio
$326K +$326K +3,677 New
CFGS
448
Concourse Financial Group Securities
Alabama
$324K -$16K -180 -5%
APA
449
American Portfolios Advisors
New York
$322K +$36.9K +415 +13%
FWM
450
Foresight Wealth Management
Utah
$321K -$5.95K -67 -2%