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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 %
SWM
476
Selective Wealth Management
Virginia
$361K +$32.8K +307 +10%
ODIJL
477
One Day In July LLC
Vermont
$359K – – –
MW
478
Marcum Wealth
Ohio
$354K +$354K +3,313 New
WFA
479
Wellspring Financial Advisors
Ohio
$352K -$41.2K -385 -10%
KM
480
Kalos Management
Georgia
$351K +$568 +5 +0.2%
WP
481
WMS Partners
Maryland
$347K -$68.5K -642 -16%
AIC
482
Ameritas Investment Company
Nebraska
$342K -$5.98K -56 -2%
ECG
483
Edge Capital Group
Georgia
$341K -$95.9K -898 -22%
NF
484
Nikulski Financial
Iowa
$338K -$18.7K -175 -5%
C
485
Certuity
Florida
$336K +$336K +3,143 New
CF
486
Centaurus Financial
California
$335K -$93K -869 -22%
GRP
487
Global Retirement Partners
California
$332K +$28.2K +264 +9%
CFGS
488
Concourse Financial Group Securities
Alabama
$323K -$67.3K -629 -17%
CFO
489
CVA Family Office
Colorado
$323K +$245K +2,289 +314%
KA
490
Kovack Advisors
Florida
$322K -$6.43K -60 -2%
CWC
491
Carolinas Wealth Consulting
North Carolina
$319K +$18.1K +169 +6%
BCM
492
Brookstone Capital Management
Illinois
$318K +$9.84K +92 +3%
LA
493
LexAurum Advisors
Kansas
$318K +$64.2K +600 +25%
GC
494
Grimes & Company
Massachusetts
$315K – – –
CB
495
Community Bank
New York
$315K – – –
ACM
496
Anfield Capital Management
California
$314K -$55.6K -504 -15%
SCM
497
Southport Capital Management
Tennessee
$314K -$9.63K -90 -3%
TFS
498
TrustCore Financial Services
Tennessee
$310K -$24K -225 -7%
DPI
499
Diversified Portfolios Inc
Michigan
$308K +$8.55K +80 +3%
RFC
500
Regions Financial Corp
Alabama
$307K +$16.6K +155 +6%
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