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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
+$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 %
VCM
451
Vivaldi Capital Management
Illinois
$420K +$420K +3,561 New
ML
452
McAdam LLC
Pennsylvania
$419K +$419K +3,919 New
CGL
453
Clarius Group LLC
Washington
$417K -$1.39M -13,036 -77%
TNB
454
TCF National Bank
South Dakota
$416K -$1.96K -15 -0.5%
WS
455
Wedbush Securities
California
$411K +$411K +3,841 New
CIC
456
Cutler Investment Counsel
Oregon
$410K +$9.2K +86 +2%
Fisher Asset Management
457
Fisher Asset Management
Washington
$408K +$408K +3,820 New
AA
458
Ancora Advisors
Ohio
$404K +$68.8K +643 +21%
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$402K +$35.9K +336 +10%
SCA
460
STALEY CAPITAL ADVISERS
Pennsylvania
$398K – – –
PA
461
Procyon Advisors
Connecticut
$397K -$117K -1,095 -23%
APA
462
American Portfolios Advisors
New York
$396K +$8.02K +75 +2%
FPS
463
Fieldpoint Private Securities
Connecticut
$393K +$393K +3,678 New
MFIMFI
464
Mesirow Financial Investment Management - Fixed Income
Illinois
$390K +$390K +3,650 New
FWM
465
Foresight Wealth Management
Utah
$381K -$5.24K -49 -1%
BCA
466
Bay Colony Advisors
Massachusetts
$379K +$21.1K +198 +6%
ECM
467
Elgethun Capital Management
South Dakota
$378K +$378K +3,537 New
MA
468
Mutual Advisors
Nebraska
$376K -$1.28M -11,926 -77%
SF
469
Synovus Financial
Georgia
$376K -$424K -3,964 -53%
PAS
470
Partnervest Advisory Services
California
$376K +$33.6K +314 +10%
FLI
471
Family Legacy Inc
South Carolina
$373K +$50.2K +469 +16%
BFPW
472
BOK Financial Private Wealth
Colorado
$372K +$68.9K +645 +23%
WBG
473
Wharton Business Group
Pennsylvania
$368K +$29.4K +275 +9%
AFA
474
Arlington Financial Advisors
California
$364K +$364K +3,400 New
GC
475
Gibson Capital
Pennsylvania
$361K -$318K -3,000 -47%
17 18
19
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