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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 %
SFA
426
Sequoia Financial Advisors
Ohio
$531K -$129K -1,170 -20%
TFF
427
The Family Firm
Maryland
$530K +$222K +2,006 +72%
BO
428
BRR OpCo
Ohio
$528K +$2.65K +24 +0.5%
CIC
429
Cutler Investment Counsel
Oregon
$527K +$103K +926 +24%
SCG
430
Sonata Capital Group
Washington
$526K -$66.4K -600 -11%
FLA
431
Financial Life Advisors
Texas
$521K +$521K +4,714 New
BAMG
432
Brand Asset Management Group
Missouri
$520K +$42.3K +382 +9%
PWM
433
Perigon Wealth Management
California
$516K +$229K +2,075 +80%
PFA
434
Paradigm Financial Advisors
Missouri
$514K -$134K -1,208 -21%
HA
435
HYA Advisors
Missouri
$505K +$1.77K +16 +0.4%
IIC
436
Integrated Investment Consultants
Michigan
$505K +$55.8K +504 +12%
AOWM
437
Alpha Omega Wealth Management
Virginia
$504K +$31.6K +286 +7%
MWA
438
Martel Wealth Advisors
Washington
$503K +$9.07K +82 +2%
EIG
439
Ellenbecker Investment Group
Wisconsin
$498K +$498K +4,500 New
Kovitz Investment Group Partners
440
Kovitz Investment Group Partners
Illinois
$492K -$19.6K -177 -4%
MCM
441
MAI Capital Management
Ohio
$490K -$52.1K -471 -10%
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$488K +$488K +4,408 New
CFB
443
Cullen/Frost Bankers
Texas
$480K – – –
AIM
444
AMI Investment Management
Indiana
$473K +$20K +181 +4%
EA
445
Elm Advisors
California
$469K -$52.6K -475 -10%
BDF
446
Balasa Dinverno & Foltz
$467K -$25.6K -231 -5%
SWA
447
Stratos Wealth Advisors
Ohio
$464K +$464K +4,195 New
DCM
448
Dimension Capital Management
Florida
$462K +$216K +1,946 +88%
Vanguard Group
449
Vanguard Group
Pennsylvania
$461K -$73.1K -661 -14%
VCM
450
Vivaldi Capital Management
Illinois
$461K +$1.29K +10 +0.3%
16 17
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