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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.

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
1
Retirement Systems of Alabama
Alabama
$64.4M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$43.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$28.5M
4
Betterment LLC
4
Betterment LLC
New York
$789M
5
AssetMark Inc
5
AssetMark Inc
California
$221M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$2.2M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.05B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$101M
4
AF
4
Allworth Financial
California
$114M
5
CWM
5
Connecticut Wealth Management
Connecticut
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$47M 424,840 -3,523 -0.8%
AL
27
Aspiriant LLC
California
$45.9M 414,742 +5,471 +1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$44.5M 402,526 +21,512 +6%
PCIA
29
Prime Capital Investment Advisors
Kansas
$43.5M 392,795 +391,538 +31,149%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$40.8M 368,699 +72,987 +25%
SP
31
Symmetry Partners
Connecticut
$39.5M 357,130 +417 +0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$38.8M 350,455 -4,365 -1%
CFFP
33
Center for Financial Planning
Michigan
$34.2M 309,185 -34,495 -10%
EWA
34
Exencial Wealth Advisors
Oklahoma
$32.5M 294,016 +39,523 +16%
Osaic Holdings
35
Osaic Holdings
Arizona
$32.5M 294,129 +22,852 +8%
RJA
36
Raymond James & Associates
Florida
$32.1M 289,758 +27,475 +10%
MIS
37
Morningstar Investment Services
Illinois
$30.4M 276,557 +3,426 +1%
ZF
38
Zhang Financial
Michigan
$29.4M 264,418 -8,563 -3%
CG
39
Colony Group
Massachusetts
$28.5M 257,557 -9,368 -4%
CCFM
40
Clear Creek Financial Management
Washington
$28.5M 257,490 +257,490 New
LNC
41
Lincoln National Corp
Pennsylvania
$27.5M 248,754 -15,185 -6%
WPW
42
Waldron Private Wealth
Pennsylvania
$26.3M 237,855 +5,480 +2%
MAG
43
Mokosak Advisory Group
Iowa
$26.3M 237,648 +6,061 +3%
SI
44
Stephens Inc
Arkansas
$25M 226,155 -578 -0.3%
CPO
45
Cerity Partners OCIO
New York
$24M 217,135 +2,445 +1%
SF
46
Summit Financial
New Jersey
$23.7M 214,089 +685 +0.3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$23.6M 212,986 +55,144 +35%
JRP
48
Jasper Ridge Partners
California
$22.9M 206,778 -60,930 -23%
SFS
49
Sowell Financial Services
Arkansas
$22.5M 203,520 +23,303 +13%
FSWA
50
Financial Synergies Wealth Advisors
Texas
$22.4M 202,773 -46,536 -19%
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