VBR icon

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
+$96.1M
2
MG
Mather Group
Illinois
+$80.2M
3
MWM
Merriman Wealth Management
Washington
+$47.5M
4
Comerica Bank
Comerica Bank
Texas
+$46.9M
5
JRP
Jasper Ridge Partners
California
+$28.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$25.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$19M
4
Victory Capital Management
Victory Capital Management
Texas
-$18.3M
5
Bank of America
Bank of America
North Carolina
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
426
HYA Advisors
Missouri
$487K +$1.39K +13 +0.3%
MWA
427
Martel Wealth Advisors
Washington
$478K -$92.5K -865 -16%
BDF
428
Balasa Dinverno & Foltz
$476K -$267K -2,497 -36%
RGC
429
Roberts, Glore & Co
Illinois
$475K +$1.92K +18 +0.4%
RC
430
RegentAtlantic Capital
New Jersey
$475K +$8.45K +79 +2%
DIA
431
Davidson Investment Advisors
Montana
$473K – – –
PPW
432
Parcion Private Wealth
Washington
$465K +$465K +4,352 New
CMBA
433
C.M. Bidwell & Associates
Hawaii
$464K -$316K -2,956 -41%
CFB
434
Cullen/Frost Bankers
Texas
$464K -$247K -2,311 -35%
BAMG
435
Brand Asset Management Group
Missouri
$462K -$5.67K -53 -1%
CTC
436
Central Trust Company
Missouri
$460K -$91K -852 -17%
PFS
437
Prospera Financial Services
Texas
$460K +$18.4K +172 +4%
JCM
438
Jag Capital Management
Missouri
$458K – – –
AOWM
439
Alpha Omega Wealth Management
Virginia
$457K +$45.4K +424 +11%
TWA
440
TCI Wealth Advisors
Arizona
$456K -$74.4K -695 -14%
W
441
WealthOne
New York
$452K +$118K +1,099 +35%
HFA
442
Hoover Financial Advisors
Pennsylvania
$449K -$23.6K -221 -5%
I
443
INVST
Indiana
$446K +$67.9K +643 +18%
AWCI
444
Alpine Woods Capital Investors
New York
$440K – – –
AIM
445
AMI Investment Management
Indiana
$438K – – –
AC
446
Alexandria Capital
Virginia
$436K -$14.2K -133 -3%
IIC
447
Integrated Investment Consultants
Michigan
$434K -$24.3K -227 -5%
NDSI
448
Newman Dignan & Sheerar Inc
Rhode Island
$429K -$34.5K -310 -7%
WIA
449
World Investment Advisors
California
$429K +$38.8K +329 +10%
DAS
450
Dynamic Advisor Solutions
Arizona
$420K +$21.2K +198 +5%
16 17
18
19 20