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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 %
WFA
526
Wellspring Financial Advisors
Ohio
$293K -$71.1K -643 -20%
DE
527
Day & Ennis
Georgia
$290K +$997 +9 +0.3%
SBIA
528
Sheaff Brock Investment Advisors
Indiana
$289K -$27.7K -250 -9%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$289K -$18.8K -170 -6%
SFPM
530
Sensible Financial Planning & Management
Massachusetts
$288K +$77.6K +701 +37%
OFS
531
Oldfather Financial Services
Nebraska
$286K – – –
Fisher Asset Management
532
Fisher Asset Management
Washington
$276K -$146K -1,322 -35%
IB
533
Intrust Bank
Kansas
$276K +$276K +2,498 New
DSA
534
Droms Strauss Advisors
Missouri
$271K -$15.4K -140 -5%
EK
535
Evensky & Katz
Florida
$270K +$1.22K +11 +0.5%
AP
536
Appleton Partners
Massachusetts
$267K +$32K +290 +14%
CFG
537
Citizens Financial Group
Rhode Island
$266K +$7.49K +66 +3%
MWM
538
Meridian Wealth Management
Kentucky
$265K -$5.62K -51 -2%
WQ
539
Wealth Quarterback
New Jersey
$263K – – –
NP
540
NorthRock Partners
Minnesota
$261K -$29K -262 -10%
TFA
541
TPG Financial Advisors
Oregon
$261K -$24.9K -225 -9%
EFL
542
ERn Financial LLC
Wisconsin
$261K +$9.64K +87 +4%
IA
543
IFG Advisors
Missouri
$260K – – –
WI
544
Wintrust Investments
Illinois
$260K +$12.6K +114 +5%
PIA
545
Pinion Investment Advisors
Kansas
$257K – – –
TFS
546
Thoroughbred Financial Services
Tennessee
$256K -$17.4K -158 -6%
FHC
547
First Heartland Consultants
Missouri
$255K -$7.3K -66 -3%
GLA
548
Good Life Advisors
Pennsylvania
$255K +$21.6K +196 +9%
WTC
549
WhitTier Trust Company
Nevada
$254K – – –
HSA
550
HBK Sorce Advisory
Pennsylvania
$251K +$251K +2,267 New
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