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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 %
MLFP
601
MPS Loria Financial Planners
Illinois
$141K +$222 +2 +0.2%
AA
602
Advisory Alpha
Michigan
$138K +$138K +1,172 New
JWM
603
Jeppson Wealth Management
California
$136K +$136K +1,233 New
TAM
604
Townsend Asset Management
North Carolina
$130K +$333 +3 +0.3%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$127K -$13.3K -121 -10%
CFN
606
Cordasco Financial Network
Florida
$121K +$220 +2 +0.2%
LPIC
607
LeJeune Puetz Investment Counsel
Michigan
$116K +$116K +1,050 New
BWM
608
BerganKDV Wealth Management
Minnesota
$111K -$51.9K -468 -32%
RE
609
RBC Europe
United Kingdom
$111K – – –
JGIA
610
Jackson Grant Investment Advisers
Connecticut
$110K +$1.11K +10 +1%
BFG
611
Baron Financial Group
New Jersey
$104K +$104K +944 New
HI
612
Hudock Inc
Pennsylvania
$104K +$38.4K +350 +58%
Franklin Resources
613
Franklin Resources
California
$103K +$24.9K +225 +32%
FPB
614
First PREMIER Bank
South Dakota
$101K – – –
APWA
615
Atlas Private Wealth Advisors
New Jersey
$98K -$2.76K -25 -3%
TCM
616
TD Capital Management
Tennessee
$97K -$19.4K -175 -17%
PO
617
Private Ocean
California
$94K – – –
PB
618
Pinnacle Bancorp
Nebraska
$94K +$11.8K +107 +14%
PWM
619
Provident Wealth Management
Tennessee
$90K +$47.2K +428 +110%
BlackRock
620
BlackRock
New York
$89K +$12.1K +109 +16%
PAI
621
Pittenger & Anderson Inc
Nebraska
$84K -$169K -1,515 -67%
LB
622
Legacy Bridge
Iowa
$84K -$8.32K -75 -9%
FMB
623
Field & Main Bank
Kentucky
$77K – – –
Kayne Anderson Rudnick Investment Management
624
Kayne Anderson Rudnick Investment Management
California
$77K +$60K +543 +353%
HS
625
Horan Securities
United States
$72K +$72K +647 New
23 24
25
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