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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 %
C
751
Certuity
Florida
– -$336K -3,143 Closed
AMCA
752
Arthur M. Cohen & Associates
Illinois
– -$286K -2,674 Closed
Cerity Partners
753
Cerity Partners
New York
– -$282K -2,641 Closed
IC
754
Intersect Capital
California
– -$263K -2,462 Closed
OCPWS
755
One Charles Private Wealth Services
Massachusetts
– -$262K -2,230 Closed
NAMP
756
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$238K -2,225 Closed
CCM
757
Coldstream Capital Management
Washington
– -$235K -2,201 Closed
AA
758
Argent Advisors
Louisiana
– -$230K -2,159 Closed
CS
759
Cannell & Spears
New York
– -$225K -2,100 Closed
FC
760
Forte Capital
New York
– -$213K -1,996 Closed
AFAS
761
Acorn Financial Advisory Services
Virginia
– -$212K -1,990 Closed
CCM
762
Colorado Capital Management
Colorado
– -$196K -1,842 Closed
WCA
763
Windsor Creek Advisors
Vermont
– -$163K -1,527 Closed
KWM
764
Keebeck Wealth Management
Illinois
– -$138K -1,299 Closed
OPS
765
Orion Portfolio Solutions
Nebraska
– -$116K -1,085 Closed
SW
766
SVB Wealth
Massachusetts
– -$115K -1,083 Closed
FWM
767
Filbrandt Wealth Management
Wisconsin
– -$58K -545 Closed
RDWM
768
Red Door Wealth Management
Tennessee
– -$40K -380 Closed
OC
769
Oakworth Capital
Alabama
– -$40K -372 Closed
APC
770
Aspire Private Capital
North Carolina
– -$37K -348 Closed
Simplex Trading
771
Simplex Trading
Illinois
– -$35K -330 Closed
FPFS
772
First Personal Financial Services
North Carolina
– -$12K -116 Closed
PWP
773
Principle Wealth Partners
Connecticut
– -$12K -112 Closed
SFA
774
Semmax Financial Advisors
North Carolina
– -$9K -82 Closed
NL
775
NVWM LLC
Pennsylvania
– -$7K -68 Closed
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