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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 %
BFPW
501
BOK Financial Private Wealth
Colorado
$336K -$48.6K -440 -13%
IA
502
IFG Advisory
Georgia
$332K +$22.9K +207 +7%
WF
503
WoodTrust Financial
Wisconsin
$332K +$332K +3,001 New
CWC
504
Carolinas Wealth Consulting
North Carolina
$331K +$1.66K +15 +0.5%
GC
505
Gibson Capital
Pennsylvania
$330K -$44.8K -407 -12%
GC
506
Grimes & Company
Massachusetts
$326K – – –
CB
507
Community Bank
New York
$326K – – –
RFC
508
Regions Financial Corp
Alabama
$324K +$6.08K +55 +2%
KTM
509
Keeler Thomas Management
Utah
$323K +$17.6K +159 +6%
PPA
510
Parametric Portfolio Associates
Washington
$320K +$320K +2,888 New
PAIM
511
Punch & Associates Investment Management
Minnesota
$319K +$30.5K +276 +11%
BFC
512
Bedel Financial Consulting
Indiana
$318K +$1.44K +13 +0.5%
GVAG
513
Great Valley Advisor Group
Delaware
$317K +$97.9K +885 +45%
WA
514
WP Advisors
California
$316K +$26K +235 +9%
ACM
515
Anfield Capital Management
California
$315K – – –
TWP
516
TFO Wealth Partners
Ohio
$312K -$354K -3,203 -53%
GT
517
Glenview Trust
Kentucky
$311K +$311K +2,807 New
RC
518
RegentAtlantic Capital
New Jersey
$309K -$181K -1,642 -37%
EPWM
519
Essex Private Wealth Management
Massachusetts
$306K – – –
SCM
520
SOL Capital Management
Maryland
$305K +$22.1K +200 +8%
IFG
521
Investors Financial Group
Minnesota
$303K -$6.75K -61 -2%
BS
522
Boenning & Scattergood
Pennsylvania
$301K +$33.6K +304 +13%
NF
523
Nikulski Financial
Iowa
$300K -$49.8K -450 -14%
SCM
524
Southport Capital Management
Tennessee
$298K -$26.5K -240 -8%
RMA
525
Roffman Miller Associates
Pennsylvania
$294K -$1.77K -16 -0.6%
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