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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
+$102M
2
AF
Allworth Financial
California
+$102M
3
Morgan Stanley
Morgan Stanley
New York
+$85M
4
Bank of America
Bank of America
North Carolina
+$55.5M
5
AssetMark Inc
AssetMark Inc
California
+$29.9M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$272M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.4M
3
WQ
Wealth Quarterback
New Jersey
-$31.1M
4
AC
Athanor Capital
New York
-$19.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
726
Gladstone Institutional Advisory
Florida
– -$478K -3,483 Closed
VCM
727
Vivaldi Capital Management
Illinois
– -$471K -3,437 Closed
CS
728
Cannell & Spears
New York
– -$461K -3,361 Closed
RHBC
729
R.H. Bluestein & Co
Michigan
– -$449K -3,277 Closed
IDA
730
Intelligence Driven Advisers
California
– -$425K -3,097 Closed
WCA
731
Windsor Creek Advisors
Vermont
– -$415 -3,031 Closed
VWA
732
Visionary Wealth Advisors
Illinois
– -$415K -3,026 Closed
CCA
733
Clearwater Capital Advisors
Illinois
– -$399K -2,912 Closed
WAG
734
Winthrop Advisory Group
Massachusetts
– -$397K -2,894 Closed
RPWA
735
Regent Peak Wealth Advisors
Georgia
– -$387K -2,825 Closed
SW
736
SkyOak Wealth
Michigan
– -$381K -2,782 Closed
EPA
737
Element Pointe Advisors
Florida
– -$360K -2,630 Closed
JFG
738
JMG Financial Group
Illinois
– -$351K -2,563 Closed
ISL
739
Ingalls & Snyder LLC
New York
– -$350K -2,553 Closed
ESB
740
Essex Savings Bank
Connecticut
– -$337K -2,457 Closed
KWM
741
Kingsview Wealth Management
Oregon
– -$334K -2,440 Closed
IAA
742
Ironsides Asset Advisors
North Carolina
– -$328K -2,391 Closed
ACI
743
Alpha Cubed Investments
California
– -$325K -2,368 Closed
EHPM
744
Emery Howard Portfolio Management
California
– -$322K -2,347 Closed
MWP
745
MYCIO Wealth Partners
Pennsylvania
– -$315K -2,297 Closed
DE
746
Day & Ennis
Georgia
– -$310K -2,264 Closed
BIM
747
Baldwin Investment Management
Pennsylvania
– -$305K -2,225 Closed
CFM
748
Comprehensive Financial Management
California
– -$303K -2,213 Closed
RF
749
RHS Financial
California
– -$299K -2,181 Closed
AW
750
ACG Wealth
Georgia
– -$295K -2,151 Closed
28 29
30
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