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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 %
CA
626
Clearstead Advisors
Ohio
$50K – – –
SSB
627
Sandy Spring Bank
Maryland
$47K -$129K -1,196 -73%
ARMC
628
American Research & Management Company
Massachusetts
$43K +$5.38K +50 +14%
TF
629
Tompkins Financial
New York
$41K – – –
PWM
630
Provident Wealth Management
Tennessee
$41K +$41K +388 New
OC
631
Oakworth Capital
Alabama
$40K – – –
RDWM
632
Red Door Wealth Management
Tennessee
$40K – – –
VNA
633
Valley National Advisers
Pennsylvania
$39K – – –
BEI
634
Benjamin Edwards Inc
Missouri
$39K +$5.88K +55 +18%
RCA
635
Ranch Capital Advisors
Florida
$39K +$13.8K +120 +55%
RG
636
Retirement Group
California
$39K +$39K +363 New
RWA
637
Ropes Wealth Advisors
Massachusetts
$39K +$39K +366 New
APC
638
Aspire Private Capital
North Carolina
$37K +$36.9K +347 +34,700%
AIM
639
Anchor Investment Management
South Carolina
$37K – – –
MAWCM
640
Mine & Arao Wealth Creation & Management
California
$35K – – –
CFA
641
Carroll Financial Associates
North Carolina
$35K +$9.07K +85 +35%
Simplex Trading
642
Simplex Trading
Illinois
$35K +$35K +330 New
HIA
643
Harbor Investment Advisory
Maryland
$34K – – –
FCB
644
First Command Bank
Texas
$33K – – –
JFA
645
JNBA Financial Advisors
Minnesota
$33K – – –
FCFS
646
First Command Financial Services
Texas
$33K – – –
ETI
647
Enterprise Trust & Investment
California
$33K +$33K +304 New
HPC
648
HM Payson & Co
Maine
$32K – – –
MRC
649
Millburn Ridgefield Corp
New York
$31K -$644 -6 -2%
GFPC
650
Global Financial Private Client
Florida
$30.6K – – –
24 25
26
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