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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 %
BFC
501
Bedel Financial Consulting
Indiana
$306K -$42K -393 -12%
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$306K +$10.7K +100 +4%
KTM
503
Keeler Thomas Management
Utah
$301K +$301K +2,762 New
IFG
504
Investors Financial Group
Minnesota
$300K +$300K +2,801 New
IA
505
IFG Advisory
Georgia
$299K +$299K +2,796 New
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$298K -$100K -939 -25%
TFF
507
The Family Firm
Maryland
$298K +$298K +2,788 New
EPWM
508
Essex Private Wealth Management
Massachusetts
$295K – – –
AMCA
509
Arthur M. Cohen & Associates
Illinois
$286K -$181K -1,688 -39%
RMA
510
Roffman Miller Associates
Pennsylvania
$286K -$14.8K -138 -5%
AllianceBernstein
511
AllianceBernstein
Tennessee
$283K +$28K +262 +11%
Cerity Partners
512
Cerity Partners
New York
$282K -$250K -2,338 -47%
NP
513
NorthRock Partners
Minnesota
$280K +$23.9K +224 +9%
WA
514
WP Advisors
California
$280K +$26.1K +244 +10%
PAIM
515
Punch & Associates Investment Management
Minnesota
$279K +$53.2K +497 +24%
DE
516
Day & Ennis
Georgia
$279K +$279K +2,610 New
PWM
517
Perigon Wealth Management
California
$277K -$141K -1,317 -34%
TFA
518
TPG Financial Advisors
Oregon
$276K -$11.2K -105 -4%
DSA
519
Droms Strauss Advisors
Missouri
$275K +$275K +2,602 New
SCM
520
SOL Capital Management
Maryland
$273K +$273K +2,555 New
OFS
521
Oldfather Financial Services
Nebraska
$269K -$4.67K -42 -2%
TFS
522
Thoroughbred Financial Services
Tennessee
$265K -$169K -1,581 -39%
WQ
523
Wealth Quarterback
New Jersey
$263K -$179K -1,674 -41%
IC
524
Intersect Capital
California
$263K +$641 +6 +0.2%
MWM
525
Meridian Wealth Management
Kentucky
$262K +$10.6K +99 +4%
19 20
21
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