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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$903M
2
AF
Allworth Financial
California
$105M
3
Morgan Stanley
Morgan Stanley
New York
$266M
4
Bank of America
Bank of America
North Carolina
$669M
5
AssetMark Inc
AssetMark Inc
California
$148M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$1.88M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.7M
3
WQ
Wealth Quarterback
New Jersey
$356K
4
AC
Athanor Capital
New York
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$30.3M +$9.5M +106,971 +46%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$28.4M -$4.98M -56,127 -15%
SEI Investments
28
SEI Investments
Pennsylvania
$27.7M -$3.79M -42,637 -12%
RJA
29
Raymond James & Associates
Florida
$25.7M -$1.24M -13,941 -5%
MIS
30
Morningstar Investment Services
Illinois
$25.4M +$4.78M +53,084 +23%
ZF
31
Zhang Financial
Michigan
$25.4M +$4.2M +46,912 +20%
Osaic Holdings
32
Osaic Holdings
Arizona
$24.4M +$24.4M +453,952 New
CG
33
Colony Group
Massachusetts
$23.2M +$21.5M +242,284 +1,295%
LNC
34
Lincoln National Corp
Pennsylvania
$21.8M +$4.86M +54,717 +29%
CL
35
Choreo LLC
Illinois
$21.8M +$4.95M +55,691 +29%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$21.6M +$3.05M +34,358 +16%
CPO
37
Cerity Partners OCIO
New York
$21.3M +$4.22M +47,556 +25%
MAG
38
Mokosak Advisory Group
Iowa
$19.8M +$3.66M +41,238 +23%
SI
39
Stephens Inc
Arkansas
$19.3M +$1.36M +15,326 +8%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$18.7M -$31.4M -353,624 -63%
SP
41
Symmetry Partners
Connecticut
$18.5M +$3.01M +33,926 +20%
Truist Financial
42
Truist Financial
North Carolina
$17.7M -$301K -3,391 -2%
MML Investors Services
43
MML Investors Services
Massachusetts
$17.2M +$44.6K +502 +0.3%
WPW
44
Waldron Private Wealth
Pennsylvania
$17.2M +$10.7M +120,933 +166%
GT
45
Glenmede Trust
Pennsylvania
$16.9M – – –
PSUF
46
People's United Financial
Connecticut
$16.2M +$5.44M +61,306 +50%
SF
47
Summit Financial
New Jersey
$16.1M +$323K +3,632 +2%
Mariner
48
Mariner
Kansas
$16.1M +$3.43M +38,555 +27%
MWM
49
Merriman Wealth Management
Washington
$15.5M +$14.6M +164,040 +1,493%
BFA
50
Bragg Financial Advisors
North Carolina
$15.1M +$2.35M +26,471 +18%
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