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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 %
NG
751
Northstar Group
New York
– -$295K -2,149 Closed
AP
752
Appleton Partners
Massachusetts
– -$292K -2,127 Closed
LWM
753
Laidlaw Wealth Management
New York
– -$289K -2,106 Closed
EWMCB
754
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$288K -2,101 Closed
MIH
755
Meitav Investment House
Israel
– -$288K -2,100 Closed
LWAC
756
Laurel Wealth Advisors (California)
California
– -$286K -2,083 Closed
MFG
757
Merit Financial Group
Georgia
– -$285K -2,076 Closed
TFF
758
The Family Firm
Maryland
– -$284K -2,069 Closed
LC
759
LCNB Corp
Ohio
– -$279K -2,034 Closed
RG
760
Rathbones Group
United Kingdom
– -$274K -2,000 Closed
LFAS
761
Level Four Advisory Services
Texas
– -$269K -1,971 Closed
MMHP
762
Murphy Middleton Hinkle & Parker
Georgia
– -$270K -1,970 Closed
FA
763
FCG Advisors
New Jersey
– -$270K -1,969 Closed
CC
764
Claybrook Capital
Massachusetts
– -$266K -1,940 Closed
ECG
765
EPIQ Capital Group
California
– -$262K -1,912 Closed
GVAG
766
Great Valley Advisor Group
Delaware
– -$258K -1,882 Closed
TFCP
767
Twin Focus Capital Partners
Massachusetts
– -$255K -1,861 Closed
IP
768
Intellectus Partners
California
– -$253K -1,846 Closed
B
769
Bridgeworth
Alabama
– -$253K -1,844 Closed
TA
770
TFG Advisers
Michigan
– -$251K -1,837 Closed
BWA
771
Beam Wealth Advisors
Louisiana
– -$251K -1,829 Closed
FIM
772
Frontier Investment Management
Texas
– -$250K -1,826 Closed
FWM
773
Frontier Wealth Management
Missouri
– -$250K -1,823 Closed
HBWM
774
Hollow Brook Wealth Management
New York
– -$250K -1,822 Closed
PFG
775
PAX Financial Group
Texas
– -$239K -1,745 Closed
29 30
31
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