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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
$742M
2
MG
Mather Group
Illinois
$120M
3
MWM
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
Comerica Bank
Texas
$56.8M
5
JRP
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
Victory Capital Management
Texas
$18.3M
5
Bank of America
Bank of America
North Carolina
$792M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
601
Investors Research Corp
Georgia
$106K +$53K +544 +100%
JGIA
602
Jackson Grant Investment Advisers
Connecticut
$105K – – –
HNB
603
Huntington National Bank
Ohio
$99K -$105K – –
APWA
604
Atlas Private Wealth Advisors
New Jersey
$98K +$98K +914 New
FPB
605
First PREMIER Bank
South Dakota
$97K – – –
PO
606
Private Ocean
California
$90K -$22.4K -211 -20%
LB
607
Legacy Bridge
Iowa
$89K – – –
BW
608
Bison Wealth
Georgia
$82K -$29.9K -280 -27%
PB
609
Pinnacle Bancorp
Nebraska
$80K +$38.8K +362 +94%
AWM
610
Atticus Wealth Management
Florida
$79K -$29K -270 -27%
Franklin Resources
611
Franklin Resources
California
$78K +$78K +706 New
FMB
612
Field & Main Bank
Kentucky
$75K +$75K +700 New
BlackRock
613
BlackRock
New York
$74K +$20.5K +192 +38%
S
614
SignatureFD
Georgia
$69K -$5.87K -55 -8%
CIAS
615
Capital Investment Advisory Services
North Carolina
$68K +$6.48K +61 +11%
CL
616
Cabana LLC
Arkansas
$68K +$68K +638 New
FCM
617
Firestone Capital Management
Florida
$65K -$18.8K -176 -22%
Lazard Asset Management
618
Lazard Asset Management
New York
$65K – – –
HI
619
Hudock Inc
Pennsylvania
$64K – – –
CCP
620
Clarkston Capital Partners
Michigan
$60K – – –
IFA
621
Interactive Financial Advisors
Illinois
$60K +$53.9K +501 +879%
FWM
622
Filbrandt Wealth Management
Wisconsin
$58K +$57.4K +539 +8,983%
DOA
623
D'Orazio & Associates
Virginia
$53K -$1.61K -15 -3%
HFA
624
HC Financial Advisors
California
$53K – – –
GWMIA
625
Global Wealth Management Investment Advisory
Florida
$53K +$4.16K +39 +9%
23 24
25
26 27