VBR icon

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.

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

Top Sellers

1
PCA
Personal Capital Advisors
California
$2.2M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.05B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$101M
4
AF
Allworth Financial
California
$114M
5
CWM
Connecticut Wealth Management
Connecticut
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
726
Global Trust Asset Management
Florida
$1K – – –
DAC
727
Dividend Assets Capital
South Carolina
$1K – – –
PFG
728
Pacific Financial Group
Washington
$1K +$1K +7 New
BBL
729
Beck Bode LLC
Massachusetts
$1K +$1K +7 New
IBOK
730
Independence Bank of Kentucky
Kentucky
$1K +$1K +9 New
PS
731
Planned Solutions
California
$1K +$1K +12 New
VRM
732
Vectors Research Management
New York
$1K +$750 +27 +300%
Koshinski Asset Management
733
Koshinski Asset Management
Illinois
$572 -$25 -194 -4%
FCA
734
FinTrust Capital Advisors
South Carolina
$192 – – –
SFI
735
SPC Financial Inc
Maryland
– -$10.7M -99,640 Closed
Jane Street
736
Jane Street
New York
– -$9.55M -89,302 Closed
FIB
737
First Interstate Bank
Montana
– -$6.83M -63,852 Closed
IFS
738
Ifrah Financial Services
Arkansas
– -$5.72M -53,457 Closed
PP
739
Paloma Partners
Connecticut
– -$4.37M -40,900 Closed
MD
740
Money Design
Japan
– -$2.45M -22,903 Closed
Millennium Management
741
Millennium Management
New York
– -$1.63M -15,277 Closed
SAS
742
Sage Advisory Services
Texas
– -$1.34M -12,570 Closed
BRWM
743
B. Riley Wealth Management
Tennessee
– -$1.27M -11,905 Closed
Boston Partners
744
Boston Partners
Massachusetts
– -$1.01M -9,493 Closed
BFM
745
Boothbay Fund Management
New York
– -$887K -8,296 Closed
RIA
746
Regal Investment Advisors
Michigan
– -$852K -7,966 Closed
RIA
747
Realta Investment Advisors
Delaware
– -$569K -5,324 Closed
Citadel Advisors
748
Citadel Advisors
Florida
– -$505K -4,727 Closed
WIA
749
Wealthstreet Investment Advisors
Texas
– -$502K -4,698 Closed
FWM
750
Foresight Wealth Management
Utah
– -$381K -3,566 Closed
28 29
30
31 32