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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.

Holders
709
Holders Change
+20
Holders Change %
+2.9%
% of All Funds
14.58%
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
1
Betterment LLC
New York
$742M
2
MG
2
Mather Group
Illinois
$120M
3
MWM
3
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
4
Comerica Bank
Texas
$56.8M
5
JRP
5
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
4
Victory Capital Management
Texas
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
26
Aspiriant LLC
California
$43.7M 409,271 -29,641 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$40.7M 381,014 +20,908 +6%
SP
28
Symmetry Partners
Connecticut
$38.1M 356,713 +148,865 +72%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$37.9M 354,820 +35,297 +11%
CFFP
30
Center for Financial Planning
Michigan
$36.7M 343,680 +501 +0.1%
CL
31
Choreo LLC
Illinois
$34.9M 326,084 +80,718 +33%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$31.6M 295,712 +51,998 +21%
ZF
33
Zhang Financial
Michigan
$29.2M 272,981 -10,743 -4%
Osaic Holdings
34
Osaic Holdings
Arizona
$29M 271,277 -182,675 -40%
MIS
35
Morningstar Investment Services
Illinois
$28.8M 273,131 -8,970 -3%
JRP
36
Jasper Ridge Partners
California
$28.6M 267,708 +267,708 New
CG
37
Colony Group
Massachusetts
$28.5M 266,925 +5,939 +2%
LNC
38
Lincoln National Corp
Pennsylvania
$28.2M 263,939 +18,467 +8%
RJA
39
Raymond James & Associates
Florida
$28M 262,283 -27,461 -9%
CWM
40
Connecticut Wealth Management
Connecticut
$27.7M 191,997 +144,292 +302%
VFP
41
Verus Financial Partners
Virginia
$27.7M 258,660 +122,170 +90%
EWA
42
Exencial Wealth Advisors
Oklahoma
$27.2M 254,493 +87,004 +52%
FSWA
43
Financial Synergies Wealth Advisors
Texas
$26.7M 249,309 +249,309 New
WPW
44
Waldron Private Wealth
Pennsylvania
$24.8M 232,375 +38,595 +20%
MAG
45
Mokosak Advisory Group
Iowa
$24.7M 231,587 +8,221 +4%
SI
46
Stephens Inc
Arkansas
$24.2M 226,733 +9,583 +4%
CPO
47
Cerity Partners OCIO
New York
$23M 214,690 -25,711 -11%
SF
48
Summit Financial
New Jersey
$22.8M 213,404 +31,856 +18%
Mariner
49
Mariner
Kansas
$21.4M 200,207 +18,796 +10%
Truist Financial
50
Truist Financial
North Carolina
$21.1M 197,803 -1,606 -0.8%
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