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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

709 hedge funds and large institutions have $7.13B invested in Vanguard Small-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 280 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+20
Holders Change %
+2.9%
% of All Funds
14.57%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.03%
New
101
Increased
243
Reduced
280
Closed
76
Calls
$4.16M
Puts
$3.48M
Net Calls
+$684K
Net Calls Change
-$1.43M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$742M
2
MG
Mather Group
Illinois
$120M
3
MWM
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
Comerica Bank
Texas
$56.8M
5
JRP
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
Victory Capital Management
Texas
$18.3M
5
Bank of America
Bank of America
North Carolina
$792M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
701
Shine Investment Advisory Services
Colorado
$2K -$608K -4,560 -100%
IFAM
702
Institutional & Family Asset Management
Colorado
$2K +$2K +16 New
CIA
703
Cascade Investment Advisors
Oregon
$1.07K – – –
DAC
704
Dividend Assets Capital
South Carolina
$1K -$1.5K -15 -60%
CCM
705
Cribstone Capital Management
Maine
$1K -$2.33K -14 -70%
RBA
706
Richard Bernstein Advisors
New York
$1K -$588 -10 -37%
GTAM
707
Global Trust Asset Management
Florida
$1K – – –
VRM
708
Vectors Research Management
New York
$1K – – –
PP
709
PagnatoKarp Partners
Virginia
– -$12.3M -138,700 Closed
AWA
710
Arete Wealth Advisors
Illinois
– -$9.96M -112,358 Closed
BCM
711
Bridgeway Capital Management
Texas
– -$3.55M -40,000 Closed
BAM
712
BTS Asset Management
Massachusetts
– -$3.37M -37,910 Closed
HC
713
HNP Capital
New York
– -$3.22M -35,548 Closed
3F
714
360 Financial
Minnesota
– -$3.09M -34,793 Closed
MFG
715
Magnus Financial Group
New York
– -$1.88M -21,117 Closed
AC
716
Asio Capital
Kentucky
– -$1.57M -17,636 Closed
CHP
717
Cable Hill Partners
Oregon
– -$1.56M -17,521 Closed
CAMG
718
CWA Asset Management Group
Florida
– -$1.38M -15,583 Closed
MJRIC
719
Mogy Joel R Investment Counsel
California
– -$1.26M -14,226 Closed
CA
720
CapWealth Advisors
Tennessee
– -$1.16M -13,026 Closed
OBWP
721
O'Brien Wealth Partners
Massachusetts
– -$848K -10,102 Closed
UA
722
Unison Advisors
District of Columbia
– -$868K -9,774 Closed
Principal Financial Group
723
Principal Financial Group
Iowa
– -$683K -7,694 Closed
C1AG
724
Client 1st Advisory Group
Florida
– -$589K -6,637 Closed
JPG
725
Jordan Park Group
California
– -$550K -6,194 Closed
27 28
29
30 31