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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.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+20
Holders Change %
+2.9%
% of All Funds
14.57%
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
Betterment LLC
New York
$742M
2
MG
Mather Group
Illinois
$120M
3
MWM
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
Comerica Bank
Texas
$56.8M
5
JRP
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
Victory Capital Management
Texas
$18.3M
5
Bank of America
Bank of America
North Carolina
$792M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
726
Aveo Capital Partners
Colorado
– -$524K -5,897 Closed
WANY
727
Wealthspire Advisors (New York)
New York
– -$430K -4,842 Closed
S
728
Surevest
California
– -$417K -4,693 Closed
CIBC Private Wealth Group
729
CIBC Private Wealth Group
Georgia
– -$393K -4,425 Closed
WKWM
730
Walter & Keenan Wealth Management
Indiana
– -$363K -4,362 Closed
HA
731
Hamel Associates
New Jersey
– -$345K -3,885 Closed
QCM
732
Quest Capital Management
Texas
– -$302K -3,403 Closed
HB
733
Homrich & Berg
Georgia
– -$299K -3,364 Closed
VWA
734
V Wealth Advisors
Kansas
– -$295K -3,327 Closed
CIBC Asset Management
735
CIBC Asset Management
Ontario, Canada
– -$275K -3,095 Closed
MWM
736
Mission Wealth Management
California
– -$275K -3,091 Closed
CI
737
Cambiar Investors
Colorado
– -$262K -2,949 Closed
TPA
738
Trivium Point Advisory
Connecticut
– -$276K -2,947 Closed
JWCA
739
J.W. Cole Advisors
Florida
– -$247K -2,785 Closed
TC
740
TownSquare Capital
Utah
– -$254K -2,629 Closed
OFS
741
Orrstown Financial Services
Pennsylvania
– -$227K -2,561 Closed
Fuller & Thaler Asset Management
742
Fuller & Thaler Asset Management
California
– -$225K -2,538 Closed
FP
743
Fiduciary Planning
Florida
– -$218K -2,454 Closed
EWM
744
EPG Wealth Management
Georgia
– -$216K -2,427 Closed
WF
745
Welch & Forbes
Massachusetts
– -$209K -2,358 Closed
RWP
746
RWA Wealth Partners
Massachusetts
– -$207K -2,333 Closed
KP
747
Keel Point
Alabama
– -$203K -2,281 Closed
OC
748
Oppenheimer & Co
New York
– -$201K -2,268 Closed
NAS
749
Nicolet Advisory Services
Wisconsin
– -$201K -2,266 Closed
CCM
750
Covington Capital Management
California
– -$182K -2,046 Closed
28 29
30
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