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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
+$96.1M
2
MG
Mather Group
Illinois
+$80.2M
3
MWM
Merriman Wealth Management
Washington
+$47.5M
4
Comerica Bank
Comerica Bank
Texas
+$46.9M
5
JRP
Jasper Ridge Partners
California
+$28.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$25.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$19M
4
Victory Capital Management
Victory Capital Management
Texas
-$18.3M
5
Bank of America
Bank of America
North Carolina
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
751
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$178K -2,005 Closed
SWA
752
Stratos Wealth Advisors
Ohio
– -$135K -1,523 Closed
WAP
753
Wealthcare Advisory Partners
Pennsylvania
– -$120K -1,346 Closed
LPIC
754
LeJeune Puetz Investment Counsel
Michigan
– -$118K -1,325 Closed
KFI
755
Key Financial Inc
Pennsylvania
– -$112K -1,248 Closed
IA
756
IndexIQ Advisors
New York
– -$104K -1,173 Closed
BCA
757
Berman Capital Advisors
Georgia
– -$101K -1,142 Closed
GSWM
758
Golden State Wealth Management
California
– -$85K -958 Closed
FA
759
Financial Advantage
Maryland
– -$48K -550 Closed
EW
760
Evoke Wealth
California
– -$44.4K -500 Closed
MWM
761
MBE Wealth Management
Wisconsin
– -$43K -495 Closed
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$38K -430 Closed
AA
763
Advisory Alpha
Michigan
– -$34.2K -372 Closed
AT
764
Arden Trust
Delaware
– -$30K -339 Closed
CBT
765
Capital Bank & Trust
California
– -$29K -322 Closed
SAM
766
S.A. Mason
Michigan
– -$23K -258 Closed
ONST
767
Old North State Trust
North Carolina
– -$22K -253 Closed
M
768
MOTCO
Texas
– -$19K -210 Closed
SFPG
769
Stonebridge Financial Planning Group
Florida
– -$18K -195 Closed
WT
770
Washington Trust
Rhode Island
– -$15K -172 Closed
FGAM
771
Financial Gravity Asset Management
Texas
– -$14 -159 Closed
BC
772
Barnett & Company
Tennessee
– -$14K -155 Closed
CAGAS
773
Capital Advisory Group Advisory Services
Minnesota
– -$12K -133 Closed
EWM
774
Elmwood Wealth Management
California
– -$12.9K -100 Closed
RMC
775
Resources Management Corp
Connecticut
– -$9K -98 Closed
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