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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$102M
2
AF
Allworth Financial
California
+$102M
3
Morgan Stanley
Morgan Stanley
New York
+$85M
4
Bank of America
Bank of America
North Carolina
+$55.5M
5
AssetMark Inc
AssetMark Inc
California
+$29.9M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$272M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.4M
3
WQ
Wealth Quarterback
New Jersey
-$31.1M
4
AC
Athanor Capital
New York
-$19.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
701
Advisory Research
Illinois
– -$1.38M -10,040 Closed
JIC
702
JRM Investment Counsel
Nebraska
– -$1.37M -10,026 Closed
AI
703
Atria Investments
North Carolina
– -$1.29M -9,421 Closed
SWM
704
SeaCrest Wealth Management
New York
– -$1.18M -8,581 Closed
NCP
705
NexWave Capital Partners
New York
– -$1.09M -7,959 Closed
SEIA
706
Signature Estate & Investment Advisors
California
– -$1.06M -7,711 Closed
CG
707
Caprock Group
Idaho
– -$1.03M -7,519 Closed
CAM
708
Cresset Asset Management
Illinois
– -$1.01M -7,400 Closed
DSA
709
Droms Strauss Advisors
Missouri
– -$992K -7,249 Closed
CMO
710
Covenant Multifamily Offices
Texas
– -$522K -6,649 Closed
BAAM
711
Baker Avenue Asset Management
California
– -$898K -6,554 Closed
RIA
712
Regal Investment Advisors
Michigan
– -$886K -6,467 Closed
RA
713
Riversedge Advisors
Delaware
– -$877K -6,397 Closed
ACM
714
Armbruster Capital Management
New York
– -$794K -5,795 Closed
FLA
715
Financial Life Advisors
Texas
– -$754K -5,504 Closed
CCP
716
Corient Capital Partners
California
– -$736K -5,370 Closed
MA
717
Modus Advisors
Minnesota
– -$726K -5,297 Closed
CTA
718
Chesley Taft & Associates
Illinois
– -$684K -4,990 Closed
AA
719
Aufman Associates
Pennsylvania
– -$635K -4,634 Closed
HA
720
HC Advisors
Georgia
– -$589K -4,297 Closed
RMCM
721
Reynders McVeigh Capital Management
Massachusetts
– -$582K -4,245 Closed
PGAM
722
Princeton Global Asset Management
New Jersey
– -$552 -4,025 Closed
WS
723
Wedbush Securities
California
– -$534K -3,896 Closed
LCM
724
Leisure Capital Management
California
– -$516K -3,763 Closed
Franklin Resources
725
Franklin Resources
California
– -$491K -3,585 Closed
27 28
29
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