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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 %
JCM
476
Jag Capital Management
Missouri
$396K -$77.9K -704 -16%
WWM
477
Western Wealth Management
Colorado
$394K -$124K -1,122 -24%
KM
478
Kalos Management
Georgia
$390K +$10.8K +88 +3%
BCM
479
Brookstone Capital Management
Illinois
$387K +$57.8K +522 +18%
FLI
480
Family Legacy Inc
South Carolina
$382K -$3.54K -32 -0.9%
AFA
481
Arlington Financial Advisors
California
$376K – – –
ODIJL
482
One Day In July LLC
Vermont
$376K +$5.09K +46 +1%
SWM
483
Selective Wealth Management
Virginia
$375K +$1.44K +13 +0.4%
LA
484
LexAurum Advisors
Kansas
$374K +$45.1K +407 +14%
FPS
485
Fieldpoint Private Securities
Connecticut
$373K -$33.6K -304 -8%
PA
486
Procyon Advisors
Connecticut
$370K -$40.7K -368 -10%
MW
487
Marcum Wealth
Ohio
$367K – – –
WP
488
WMS Partners
Maryland
$360K – – –
CFO
489
CVA Family Office
Colorado
$360K +$26.4K +239 +8%
AllianceBernstein
490
AllianceBernstein
Tennessee
$357K +$64.1K +580 +22%
ECG
491
Edge Capital Group
Georgia
$354K +$222 +2 +0.1%
PL
492
Plancorp LLC
Missouri
$352K -$610K -5,512 -63%
IFWM
493
Institute for Wealth Management
Colorado
$352K +$352K +3,184 New
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$351K -$64.9K -587 -16%
PHS
495
Pekin Hardy Strauss
Illinois
$350K -$267K -2,415 -43%
DPI
496
Diversified Portfolios Inc
Michigan
$348K +$29K +262 +9%
Neuberger Berman Group
497
Neuberger Berman Group
New York
$347K +$347K +3,139 New
CF
498
Centaurus Financial
California
$346K -$221 -2 -0.1%
AIC
499
Ameritas Investment Company
Nebraska
$342K – – –
CFGS
500
Concourse Financial Group Securities
Alabama
$342K +$7.75K +70 +2%
18 19
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