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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 %
EVC
451
Eidelman Virant Capital
Missouri
$458K +$458K +4,124 New
TFS
452
TrustCore Financial Services
Tennessee
$457K +$136K +1,227 +42%
AWCI
453
Alpine Woods Capital Investors
New York
$455K – – –
HFA
454
Hoover Financial Advisors
Pennsylvania
$454K -$10.4K -94 -2%
AC
455
Alexandria Capital
Virginia
$452K +$775 +7 +0.2%
SCA
456
STALEY CAPITAL ADVISERS
Pennsylvania
$445K +$33.2K +300 +8%
CTC
457
Central Trust Company
Missouri
$441K -$35.4K -320 -7%
WIA
458
World Investment Advisors
California
$441K +$38.7K +350 +10%
ML
459
McAdam LLC
Pennsylvania
$439K +$5.2K +47 +1%
KA
460
Kovack Advisors
Florida
$439K +$107K +965 +32%
ECM
461
Elgethun Capital Management
South Dakota
$438K +$46.3K +418 +12%
PAM
462
Peak Asset Management
Colorado
$434K +$434K +3,922 New
CWAG
463
Compton Wealth Advisory Group
Virginia
$433K -$1.63M -14,741 -79%
UR
464
USCA RIA
Texas
$432K +$432K +3,908 New
CGL
465
Clarius Group LLC
Washington
$431K – – –
TNB
466
TCF National Bank
South Dakota
$429K +$76.8K +695 +22%
DIA
467
Davidson Investment Advisors
Montana
$428K -$60.8K -550 -12%
PBF
468
Petix & Botte Financial
California
$420K -$939K -8,509 -69%
TWA
469
TCI Wealth Advisors
Arizona
$419K -$52.9K -478 -11%
SWM
470
SeaCrest Wealth Management
New York
$414K +$414K +3,745 New
PAS
471
Partnervest Advisory Services
California
$412K +$23.5K +213 +6%
GRP
472
Global Retirement Partners
California
$412K +$68.5K +619 +20%
NDSI
473
Newman Dignan & Sheerar Inc
Rhode Island
$409K -$17.6K -159 -4%
MFIMFI
474
Mesirow Financial Investment Management - Fixed Income
Illinois
$404K – – –
W
475
WealthOne
New York
$403K -$64.3K -581 -14%
17 18
19
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