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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 %
CAAS
676
Capital Asset Advisory Services
Michigan
$15K -$438 -4 -3%
GEA
677
Glen Eagle Advisors
New Jersey
$13.1K – – –
HIA
678
Harbor Investment Advisory
Maryland
$13K -$21.6K -199 -62%
LS
679
Leelyn Smith
Illinois
$13K -$433 -4 -3%
LGWM
680
Litman Gregory Wealth Management
California
$11K – – –
1IA
681
1834 Investment Advisors
Wisconsin
$11K – – –
F
682
F3Logic
Minnesota
$10.8K -$764 -6,906 -7%
HWA
683
HHM Wealth Advisors
Tennessee
$10K – – –
SFG
684
Sowa Financial Group
Rhode Island
$10K – – –
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$10K +92 New
FCM
686
Firestone Capital Management
Florida
$9K -$56.4K -526 -86%
AF
687
Affiance Financial
Minnesota
$9K – – –
AWM
688
Adams Wealth Management
Utah
$9K +$9K +77 New
ACA
689
Aptus Capital Advisors
Alabama
$8K – – –
HWA
690
HCR Wealth Advisors
California
$8K – – –
TRCT
691
Tower Research Capital (TRC)
New York
$7K -$2.22M -21,281 -100%
TF
692
Tompkins Financial
New York
$7K -$36.7K -325 -84%
CB
693
CNB Bank
Pennsylvania
$7K – – –
SBL
694
Sargent Bickham Lagudis
Colorado
$7K – – –
SL
695
Savior LLC
Massachusetts
$7K – – –
WB
696
West Bancorporation
Iowa
$7K – – –
LWM
697
Liberty Wealth Management
California
$6K – – –
TC
698
Trust Company
Kansas
$6K – – –
FP
699
Fiduciary Planning
Florida
$6K +$6K +53 New
PWMG
700
Prestige Wealth Management Group
New Jersey
$6K +$6K +54 New
26 27
28
29 30