VBR icon

Vanguard Small-Cap Value ETF

689 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 288 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-87
Holders Change %
-11.21%
% of All Funds
15.22%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.93%
New
62
Increased
268
Reduced
288
Closed
137
Calls
$2.67M
Puts
$555K
Net Calls
+$2.12M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Shares
Change %
WEC
551
Winslow Evans & Crocker
Massachusetts
$126K +$9.15K +102 +8%
GWS
552
Glassman Wealth Services
Virginia
$123K +$10.7K +120 +9%
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$120K +$32.8K +368 +38%
LPIC
554
LeJeune Puetz Investment Counsel
Michigan
$118K -$668K -7,500 -85%
CIAS
555
CBIZ Investment Advisory Services
Ohio
$115K
PFBT
556
Parkside Financial Bank & Trust
Missouri
$113K
KFI
557
Key Financial Inc
Pennsylvania
$112K +$112K +1,248 New
HNB
558
Huntington National Bank
Ohio
$105K -$109K
TAM
559
Townsend Asset Management
North Carolina
$105K +$1.77K +20 +2%
SW
560
SVB Wealth
Massachusetts
$104K -$683K -7,711 -87%
IA
561
IndexIQ Advisors
New York
$104K +$62.3K +703 +150%
BCA
562
Berman Capital Advisors
Georgia
$101K -$876K -9,902 -90%
CFN
563
Cordasco Financial Network
Florida
$97K +$266 +3 +0.3%
BWM
564
BerganKDV Wealth Management
Minnesota
$94K
PO
565
Private Ocean
California
$93K -$36.1K -410 -28%
BW
566
Bison Wealth
Georgia
$93K -$10.4K -117 -10%
AWM
567
Atticus Wealth Management
Florida
$89K
RE
568
RBC Europe
United Kingdom
$88.8K
JGIA
569
Jackson Grant Investment Advisers
Connecticut
$87K +$354 +4 +0.4%
CAC
570
Certified Advisory Corp
Florida
$86K -$11.3K -128 -12%
GSWM
571
Golden State Wealth Management
California
$85K +$85K +958 New
SBL
572
Sargent Bickham Lagudis
Colorado
$84K
FPB
573
First PREMIER Bank
South Dakota
$81K
TCM
574
TD Capital Management
Tennessee
$78K -$296K -3,319 -79%
LB
575
Legacy Bridge
Iowa
$74K