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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
$43.5M
3
CCFM
Clear Creek Financial Management
Washington
$28.5M
4
Betterment LLC
Betterment LLC
New York
$789M
5
AssetMark Inc
AssetMark Inc
California
$221M

Top Sellers

1
PCA
Personal Capital Advisors
California
$2.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.05B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M
4
AF
Allworth Financial
California
$114M
5
CWM
Connecticut Wealth Management
Connecticut
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
576
Venture Visionary Partners
Ohio
$212K – – –
GIA
577
Gladstone Institutional Advisory
Florida
$209K +$209K +1,889 New
FT
578
Fiduciary Trust
Massachusetts
$206K -$44.8K -405 -18%
LWAC
579
Laurel Wealth Advisors (California)
California
$206K +$206K +1,857 New
BZWA
580
Blue Zone Wealth Advisors
California
$206K +$206K +1,866 New
TFCP
581
Twin Focus Capital Partners
Massachusetts
$205K +$205K +1,850 New
MMHP
582
Murphy Middleton Hinkle & Parker
Georgia
$205K +$205K +1,850 New
IC
583
Inscription Capital
Texas
$203K +$203K +1,835 New
TA
584
TFG Advisers
Michigan
$202K +$202K +1,834 New
WP
585
WealthSource Partners
California
$201K -$11.4K -103 -5%
RHBC
586
R.H. Bluestein & Co
Michigan
$201K +$201K +1,816 New
FA
587
Faithward Advisors
Pennsylvania
$198K -$41.6K -377 -17%
PLU
588
Performa Ltd (US)
South Carolina
$195K +$195K +1,760 New
WCAMG
589
Woodard & Company Asset Management Group
North Carolina
$194K – – –
CCA
590
Column Capital Advisors
Indiana
$194K – – –
Deutsche Bank
591
Deutsche Bank
Germany
$194K +$38.1K +345 +24%
CAL
592
Capital Advisors Ltd
Ohio
$190K +$1.55K +14 +0.8%
PFS
593
Prospera Financial Services
Texas
$185K -$291K -2,632 -61%
SQA
594
Simon Quick Advisors
New Jersey
$173K +$886 +8 +0.5%
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$169K -$3.09K -28 -2%
SNT
596
Security National Trust
West Virginia
$169K – – –
CHA
597
Carmichael Hill & Associates
Maryland
$160K – – –
BAM
598
Belpointe Asset Management
Nevada
$159K +$15.6K +141 +11%
WEC
599
Winslow Evans & Crocker
Massachusetts
$155K – – –
GWS
600
Glassman Wealth Services
Virginia
$143K +$444 +4 +0.3%
22 23
24
25 26