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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.

Holders
709
Holders Change
+20
Holders Change %
+2.9%
% of All Funds
14.58%
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
1
Betterment LLC
New York
$742M
2
MG
2
Mather Group
Illinois
$120M
3
MWM
3
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
4
Comerica Bank
Texas
$56.8M
5
JRP
5
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
4
Victory Capital Management
Texas
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
PSUF
51
People's United Financial
Connecticut
$19.9M 186,252 +3,424 +2%
MML Investors Services
52
MML Investors Services
Massachusetts
$19.5M 182,744 -11,321 -6%
SFS
53
Sowell Financial Services
Arkansas
$19.3M 180,217 +83,234 +86%
B
54
Bailard
California
$18.5M 173,415 +41,665 +32%
Stifel Financial
55
Stifel Financial
Missouri
$18.5M 172,846 +7,248 +4%
Victory Capital Management
56
Victory Capital Management
Texas
$18.3M 170,690 -170,690 -50%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$17.5M 163,823 +22,760 +16%
PP
58
PrairieView Partners
Minnesota
$17.2M 160,725 +19,086 +13%
BFA
59
Bragg Financial Advisors
North Carolina
$17.2M 160,704 -9,223 -5%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$16.9M 157,842 -5,744 -4%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$16.7M 156,038 -5,793 -4%
BSW
62
Buckingham Strategic Wealth
Missouri
$16.4M 153,826 -12,467 -7%
CAM
63
Cresset Asset Management
Illinois
$16.4M 153,162 +153,162 New
CCM
64
Carlson Capital Management
Minnesota
$16.4M 156,143 -2,244 -1%
WA
65
Wealth Architects
California
$16.1M 150,737 +15,443 +11%
A
66
AdvicePeriod
California
$15.7M 147,116 +6,373 +5%
Creative Planning
67
Creative Planning
Kansas
$15.3M 143,497 -11,558 -7%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$14.7M 137,810 -12,009 -8%
TC
69
Trilogy Capital
California
$14.7M 135,908 -829 -0.6%
BIA
70
BHK Investment Advisors
Alabama
$14.5M 135,850 +17,454 +15%
AMG
71
Asset Management Group
Connecticut
$13.9M 129,618 -808 -0.6%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$13.9M 129,530 -18,784 -13%
GT
73
Glenmede Trust
Pennsylvania
$12.6M 117,463 -6,036 -5%
SC
74
Savant Capital
Illinois
$12.3M 115,041 +24,207 +27%
MAM
75
Marotta Asset Management
Virginia
$12.2M 114,512 -190 -0.2%
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