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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 %
FCB
651
First Command Bank
Texas
$34K – – –
ETI
652
Enterprise Trust & Investment
California
$34K – – –
HFA
653
HC Financial Advisors
California
$33K -$22.2K -200 -40%
SSB
654
Sandy Spring Bank
Maryland
$33K -$15.7K -140 -32%
HPC
655
HM Payson & Co
Maine
$33K – – –
GFPC
656
Global Financial Private Client
Florida
$32.4K – – –
EP
657
Eudaimonia Partners
Tennessee
$32K +$32K +290 New
PCFFS
658
Pacific Center for Financial Services
California
$31K +$31K +277 New
SIS
659
SVB Investment Services
Utah
$29K – – –
CFA
660
Carroll Financial Associates
North Carolina
$28K -$7.74K -71 -22%
CIAS
661
CBIZ Investment Advisory Services
Ohio
$27K – – –
FFA
662
Founders Financial Alliance
North Carolina
$26K +$26K +220 New
AA
663
AlphaMark Advisors
Kentucky
$25K – – –
SFSIG
664
San Francisco Sentry Investment Group
California
$25K – – –
EW
665
Element Wealth
Mississippi
$22K – – –
CA
666
Clearstead Advisors
Ohio
$20K -$31.7K -287 -61%
SIAP
667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
ME
668
McIlrath & Eck
Washington
$20K – – –
Qube Research & Technologies (QRT)
669
Qube Research & Technologies (QRT)
United Kingdom
$20K +$8.95K +81 +81%
PFA
670
Professional Financial Advisors
Nebraska
$20K +$20K +179 New
MPCG
671
Matrix Private Capital Group
New York
$19K -$10.8K -97 -36%
SFSG
672
Stearns Financial Services Group
North Carolina
$18K – – –
JWBC
673
John W. Brooker & Co
California
$17K – – –
DAM
674
Delta Asset Management
Tennessee
$16K – – –
HDIM
675
Hanson & Doremus Investment Management
Vermont
$16K – – –
25 26
27
28 29