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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 %
Brown Advisory
551
Brown Advisory
Maryland
$249K +$13.2K +120 +6%
TCOV
552
Trust Company of Vermont
Vermont
$248K +$4.43K +40 +2%
ACI
553
Alpha Cubed Investments
California
$247K – – –
CFM
554
Comprehensive Financial Management
California
$247K +$2.21K +20 +0.9%
CFG
555
Capstone Financial Group
Oklahoma
$242K -$42.4K -366 -15%
BIM
556
Baldwin Investment Management
Pennsylvania
$241K +$553 +5 +0.2%
CIAS
557
Capital Investment Advisory Services
North Carolina
$239K +$168K +1,516 +237%
CAM
558
Cubic Asset Management
Massachusetts
$236K +$236K +2,135 New
KCM
559
Kathmere Capital Management
Pennsylvania
$234K +$11.2K +101 +5%
EWMCB
560
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$232K – – –
OWP
561
Obermeyer Wealth Partners
Colorado
$232K +$232K +2,100 New
C1AG
562
Client 1st Advisory Group
Florida
$231K +$231K +1,806 New
FAAM
563
First Ascent Asset Management
Colorado
$230K -$294K -2,659 -56%
DWT
564
Dorsey & Whitney Trust
South Dakota
$229K -$11.9K -107 -5%
CA
565
Calton & Associates
Florida
$229K -$7.3K -66 -3%
RMCM
566
Reynders McVeigh Capital Management
Massachusetts
$229K +$229K +2,068 New
APA
567
American Portfolios Advisors
New York
$222K -$187K -1,693 -46%
RPWA
568
Regent Peak Wealth Advisors
Georgia
$222K +$2.44K +22 +1%
RG
569
Rathbones Group
United Kingdom
$221K – – –
QCG
570
Quadrant Capital Group
Ohio
$220K -$29.4K -265 -12%
FA
571
FCG Advisors
New Jersey
$220K -$994 -9 -0.4%
JCM
572
Jacobi Capital Management
Pennsylvania
$219K +$101K +912 +85%
ECG
573
EPIQ Capital Group
California
$215K +$1.22K +11 +0.6%
EWM
574
Evercore Wealth Management
New York
$214K +$214K +1,935 New
B
575
Bridgeworth
Alabama
$213K +$5.41K +49 +3%
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