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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
$903M
2
AF
Allworth Financial
California
$105M
3
Morgan Stanley
Morgan Stanley
New York
$266M
4
Bank of America
Bank of America
North Carolina
$669M
5
AssetMark Inc
AssetMark Inc
California
$148M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$1.88M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.7M
3
WQ
Wealth Quarterback
New Jersey
$356K
4
AC
Athanor Capital
New York
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$14.9M +$5.28M +59,488 +55%
CCM
52
Carlson Capital Management
Minnesota
$14.8M -$880K -9,419 -6%
BSW
53
Buckingham Strategic Wealth
Missouri
$14.8M +$666K +7,503 +5%
Stifel Financial
54
Stifel Financial
Missouri
$14.7M -$761K -8,571 -5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$14.5M -$5.94M -66,897 -29%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$14.4M -$10.7M -120,615 -43%
Creative Planning
57
Creative Planning
Kansas
$13.8M -$503K -5,662 -4%
TC
58
Trilogy Capital
California
$13.3M +$1.66M +17,033 +14%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$13.3M -$282K -3,173 -2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$3.72M -41,835 -22%
PP
61
PrairieView Partners
Minnesota
$12.6M -$7.64K -86 -0.1%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$12.5M +$1.43M +16,059 +13%
A
63
AdvicePeriod
California
$12.5M -$8.26M -92,983 -40%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$12.5M +$2.83M +31,854 +29%
PP
65
PagnatoKarp Partners
Virginia
$12.3M +$110K +1,238 +0.9%
VFP
66
Verus Financial Partners
Virginia
$12.1M +$10.9M +122,233 +857%
WA
67
Wealth Architects
California
$12M -$3.59M -40,456 -23%
F
68
F3Logic
Minnesota
$11.9M +$4.78M +53,835 +67%
B
69
Bailard
California
$11.7M -$3.29M -37,007 -22%
AMG
70
Asset Management Group
Connecticut
$11.6M +$668K +7,521 +6%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$11.2M -$1.02M -11,534 -8%
BCIM
72
Bishop & Co Investment Management
Pennsylvania
$11M -$90.6K -661 -0.8%
QI
73
QS Investors
New York
$10.9M -$10.3M -115,856 -49%
BIA
74
BHK Investment Advisors
Alabama
$10.5M +$1.57M +17,663 +18%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$10.3M -$1.33M -15,031 -11%
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