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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 %
AA
551
Argent Advisors
Louisiana
$230K +$230K +2,159 New
Brown Advisory
552
Brown Advisory
Maryland
$229K -$67.9K -634 -23%
CA
553
Calton & Associates
Florida
$229K +$229K +2,137 New
KWM
554
Kingsview Wealth Management
Oregon
$227K +$227K +2,119 New
AP
555
Appleton Partners
Massachusetts
$227K +$227K +2,127 New
CC
556
Cassaday & Co
Virginia
$226K +$182K +1,699 +408%
CS
557
Cannell & Spears
New York
$225K +$225K +2,100 New
EWMCB
558
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$225K +$225K +2,101 New
CFA
559
Cahill Financial Advisors
Minnesota
$224K +$224K +2,092 New
GLA
560
Good Life Advisors
Pennsylvania
$224K +$224K +2,114 New
KCM
561
Kathmere Capital Management
Pennsylvania
$215K -$398K -3,728 -65%
RG
562
Rathbones Group
United Kingdom
$214K +$214K +2,000 New
FA
563
FCG Advisors
New Jersey
$214K +$214K +2,001 New
MMA
564
Miracle Mile Advisors
California
$213K -$5.59M -52,372 -96%
FC
565
Forte Capital
New York
$213K +$213K +1,996 New
GVAG
566
Great Valley Advisor Group
Delaware
$212K +$212K +1,980 New
RPWA
567
Regent Peak Wealth Advisors
Georgia
$212K +$212K +1,981 New
AFAS
568
Acorn Financial Advisory Services
Virginia
$212K +$212K +1,990 New
WP
569
WealthSource Partners
California
$206K -$127K -1,185 -38%
ECG
570
EPIQ Capital Group
California
$206K +$206K +1,929 New
VVP
571
Venture Visionary Partners
Ohio
$204K -$40K -376 -16%
SFPM
572
Sensible Financial Planning & Management
Massachusetts
$203K +$203K +1,900 New
B
573
Bridgeworth
Alabama
$201K +$201K +1,881 New
CCM
574
Colorado Capital Management
Colorado
$196K – – –
WCAMG
575
Woodard & Company Asset Management Group
North Carolina
$187K -$123K -1,150 -40%
21 22
23
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