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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.

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
1
Retirement Systems of Alabama
Alabama
$64.4M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$43.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$28.5M
4
Betterment LLC
4
Betterment LLC
New York
$789M
5
AssetMark Inc
5
AssetMark Inc
California
$221M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$2.2M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.05B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$101M
4
AF
4
Allworth Financial
California
$114M
5
CWM
5
Connecticut Wealth Management
Connecticut
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$21.4M 193,245 -6,962 -3%
Truist Financial
52
Truist Financial
North Carolina
$21.2M 191,881 -5,922 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$21M 190,077 +7,333 +4%
CAM
54
Cresset Asset Management
Illinois
$20.7M 186,852 +33,690 +22%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$18.9M 170,659 +6,836 +4%
PPW
56
Parcion Private Wealth
Washington
$18.5M 163,164 +158,812 +3,649%
PP
57
PrairieView Partners
Minnesota
$18.4M 166,562 +5,837 +4%
IWA
58
Inspirion Wealth Advisors
Illinois
$18.1M 164,036 +50,152 +44%
PSUF
59
People's United Financial
Connecticut
$18.1M 163,677 -22,575 -12%
BFA
60
Bragg Financial Advisors
North Carolina
$17.8M 161,334 +630 +0.4%
B
61
Bailard
California
$17.4M 157,192 -16,223 -9%
CCM
62
Carlson Capital Management
Minnesota
$17.2M 155,310 -833 -0.5%
WA
63
Wealth Architects
California
$17.2M 155,066 +4,329 +3%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$17M 154,221 -1,817 -1%
BSW
65
Buckingham Strategic Wealth
Missouri
$16.6M 150,248 -3,578 -2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$16.3M 147,443 +9,633 +7%
Creative Planning
67
Creative Planning
Kansas
$16.1M 145,380 +1,883 +1%
SC
68
Savant Capital
Illinois
$15.6M 140,868 +25,827 +22%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$15.4M 138,999 +9,469 +7%
TC
70
Trilogy Capital
California
$15.3M 138,386 +2,478 +2%
Stifel Financial
71
Stifel Financial
Missouri
$15M 135,543 -37,303 -22%
AWA
72
Arete Wealth Advisors
Illinois
$14.8M 130,598 +130,598 New
BIA
73
BHK Investment Advisors
Alabama
$14.3M 129,277 -6,573 -5%
AMG
74
Asset Management Group
Connecticut
$14.3M 129,144 -474 -0.4%
A
75
AdvicePeriod
California
$14.3M 128,945 -18,171 -12%
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