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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 %
OCPWS
526
One Charles Private Wealth Services
Massachusetts
$262K +$262K +2,230 New
EK
527
Evensky & Katz
Florida
$260K +$28.1K +262 +12%
BS
528
Boenning & Scattergood
Pennsylvania
$258K +$7.05K +66 +3%
CFG
529
Capstone Financial Group
Oklahoma
$257K -$39.2K -374 -13%
PIA
530
Pinion Investment Advisors
Kansas
$257K -$26.6K -249 -9%
FHC
531
First Heartland Consultants
Missouri
$254K -$31.3K -292 -11%
IA
532
IFG Advisors
Missouri
$251K +$3.1K +29 +1%
WTC
533
WhitTier Trust Company
Nevada
$245K – – –
PAI
534
Pittenger & Anderson Inc
Nebraska
$243K -$77.1K -720 -24%
EFL
535
ERn Financial LLC
Wisconsin
$243K -$7.28K -68 -3%
CFG
536
Citizens Financial Group
Rhode Island
$243K – – –
FT
537
Fiduciary Trust
Massachusetts
$242K -$193K -1,808 -44%
QCG
538
Quadrant Capital Group
Ohio
$240K -$627K -5,875 -72%
TL
539
TrueWealth LLC
Georgia
$240K – – –
WI
540
Wintrust Investments
Illinois
$239K -$54.4K -509 -19%
ACI
541
Alpha Cubed Investments
California
$239K +$239K +2,232 New
NAMP
542
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238K -$372K -3,475 -61%
DCM
543
Dimension Capital Management
Florida
$238K +$238K +2,224 New
KA
544
Klingman & Associates
New York
$237K -$43.4K -405 -15%
CFM
545
Comprehensive Financial Management
California
$237K +$237K +2,213 New
CCM
546
Coldstream Capital Management
Washington
$235K -$79.2K -742 -25%
TCOV
547
Trust Company of Vermont
Vermont
$235K +$7.69K +72 +3%
BIM
548
Baldwin Investment Management
Pennsylvania
$233K +$233K +2,175 New
FA
549
Faithward Advisors
Pennsylvania
$232K +$4.28K +40 +2%
DWT
550
Dorsey & Whitney Trust
South Dakota
$232K +$232K +2,171 New
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