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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 %
S
626
SignatureFD
Georgia
$69K -$2.54K -23 -4%
Lazard Asset Management
627
Lazard Asset Management
New York
$67K – – –
CC
628
Cassaday & Co
Virginia
$64K -$171K -1,540 -73%
CCP
629
Clarkston Capital Partners
Michigan
$63K +$333 +3 +0.5%
IRC
630
Investors Research Corp
Georgia
$60K -$60K -544 -50%
AWM
631
Atticus Wealth Management
Florida
$58K -$23.2K -210 -29%
IFA
632
Interactive Financial Advisors
Illinois
$57K -$4.88K -44 -8%
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$53K +$53K +483 New
BW
634
Bison Wealth
Georgia
$52K -$33.4K -300 -39%
RFA
635
Reilly Financial Advisors
California
$52K +$46.6K +424 +865%
MRC
636
Millburn Ridgefield Corp
New York
$50K +$18.2K +165 +57%
BEI
637
Benjamin Edwards Inc
Missouri
$48K +$7.54K +68 +19%
ARMC
638
American Research & Management Company
Massachusetts
$44K – – –
VFA
639
Valeo Financial Advisors
Indiana
$44K +$27.4K +247 +166%
BWL
640
Bogart Wealth LLC
Virginia
$44K +$44K +399 New
RG
641
Retirement Group
California
$42K +$1.45K +13 +4%
AIC
642
Archer Investment Corporation
Indiana
$41.3K +$11.6K +105 +39%
HNB
643
Huntington National Bank
Ohio
$40K -$99K – –
RWA
644
Ropes Wealth Advisors
Massachusetts
$40K – – –
VNA
645
Valley National Advisers
Pennsylvania
$40K +$111 +1 +0.3%
AIM
646
Anchor Investment Management
South Carolina
$39.1K +$774 +7 +2%
RCA
647
Ranch Capital Advisors
Florida
$37K – – –
MAWCM
648
Mine & Arao Wealth Creation & Management
California
$36K – – –
JFA
649
JNBA Financial Advisors
Minnesota
$34K – – –
FCFS
650
First Command Financial Services
Texas
$34K – – –
24 25
26
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