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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 %
ONST
701
Old North State Trust
North Carolina
$6K +$6K +55 New
GG
702
Gleason Group
Kentucky
$5K – – –
BFO
703
Biltmore Family Office
North Carolina
$5K – – –
BL
704
Balentine LLC
Georgia
$5K +$106 +1 +2%
PFWA
705
Paces Ferry Wealth Advisors
Georgia
$5K +$5K +43 New
CCM
706
Chiron Capital Management
Florida
$5K +$5K +45 New
SFC
707
SYM Financial Corp
Indiana
$5K +$5K +45 New
NFSG
708
Newbridge Financial Services Group
Florida
$5K +$5K +46 New
FGA
709
Fortis Group Advisors
New Jersey
$5K +$5K +52 New
WCG
710
Weaver Consulting Group
California
$4K – – –
FWM
711
Focused Wealth Management
New York
$4K – – –
IF
712
Ironwood Financial
Arizona
$4K – – –
FMTCOCP
713
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
SIM
714
Sonora Investment Management
Arizona
$4K +$4K +35 New
AWA
715
Arkadios Wealth Advisors
Georgia
$3.57K – – –
DOA
716
D'Orazio & Associates
Virginia
$3K -$58.8K -470 -95%
SIC
717
Salem Investment Counselors
North Carolina
$3K -$5.88K -49 -66%
SIS
718
Sound Income Strategies
Florida
$3K – – –
GI
719
Gradient Investments
Minnesota
$3K +$3K +23 New
JWA
720
JFS Wealth Advisors
Pennsylvania
$3K +$3K +25 New
SC
721
Slow Capital
California
$3K +$3K +31 New
SIAS
722
Shine Investment Advisory Services
Colorado
$2K – – –
RBA
723
Richard Bernstein Advisors
New York
$2K +$583 +7 +41%
CIA
724
Cascade Investment Advisors
Oregon
$1.11K – – –
CAL
725
Capital Analysts LLC
Pennsylvania
$1K -$2.36K -26 -70%
27 28
29
30 31