VBR icon

Vanguard Small-Cap Value ETF

689 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 288 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-87
Holders Change %
-11.21%
% of All Funds
15.22%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.93%
New
62
Increased
268
Reduced
288
Closed
137
Calls
$2.67M
Puts
$555K
Net Calls
+$2.12M
Net Calls Change
+$679K
Name Holding Trade Value Shares
Change
Shares
Change %
SL
651
Savior LLC
Massachusetts
$6K -$122K -1,280 -95%
CB
652
CNB Bank
Pennsylvania
$6K -$9.43K -99 -61%
HWA
653
HCR Wealth Advisors
California
$6K โ€“ โ€“ โ€“
AWA
654
Arkadios Wealth Advisors
Georgia
$5.35K +$5.35K +60 New
IFA
655
Interactive Financial Advisors
Illinois
$5K -$54K -616 -92%
1IA
656
1834 Investment Advisors
Wisconsin
$5K โ€“ โ€“ โ€“
SIM
657
Sonora Investment Management
Arizona
$4K -$29.3K -300 -88%
LWM
658
Liberty Wealth Management
California
$4K -$6.64K -83 -62%
TC
659
Trust Company
Kansas
$4K โ€“ โ€“ โ€“
BFO
660
Biltmore Family Office
North Carolina
$4K โ€“ โ€“ โ€“
GG
661
Gleason Group
Kentucky
$4K โ€“ โ€“ โ€“
QAM
662
QCI Asset Management
New York
$4K โ€“ โ€“ โ€“
MCM
663
McMillion Capital Management
North Carolina
$4K โ€“ โ€“ โ€“
JPLA
664
Joseph P. Lucia & Associates
New York
$4K โ€“ โ€“ โ€“
BL
665
Balentine LLC
Georgia
$4K +$85 +1 +2%
CAL
666
Capital Analysts LLC
Pennsylvania
$3K -$5.25K -56 -64%
FWM
667
Focused Wealth Management
New York
$3K โ€“ โ€“ โ€“
IF
668
Ironwood Financial
Arizona
$3K โ€“ โ€“ โ€“
FMTCOCP
669
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K โ€“ โ€“ โ€“
WCG
670
Weaver Consulting Group
California
$3K โ€“ โ€“ โ€“
SCA
671
Stonebridge Capital Advisors
Minnesota
$3K โ€“ โ€“ โ€“
KTC
672
Kistler-Tiffany Companies
Pennsylvania
$3K โ€“ โ€“ โ€“
DAC
673
Dividend Assets Capital
South Carolina
$2K -$3.84K -48 -66%
MIM
674
Macroview Investment Management
Maryland
$2K โ€“ โ€“ โ€“
OIA
675
Optimum Investment Advisors
Illinois
$2K โ€“ โ€“ โ€“