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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
$903M
2
AF
Allworth Financial
California
$105M
3
Morgan Stanley
Morgan Stanley
New York
$266M
4
Bank of America
Bank of America
North Carolina
$669M
5
AssetMark Inc
AssetMark Inc
California
$148M

Top Sellers

1
JFA
Johanson Financial Advisors
California
$1.88M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.7M
3
WQ
Wealth Quarterback
New Jersey
$356K
4
AC
Athanor Capital
New York
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
801
EARNEST Partners
Georgia
– -$91K -661 Closed
PA
802
PSI Advisors
Florida
– -$72K -531 Closed
RMAM
803
Raab & Moskowitz Asset Management
New Jersey
– -$59K -432 Closed
WCM
804
Wealthcare Capital Management
Virginia
– -$41K -302 Closed
LWA
805
LWS Wealth Advisors
New Jersey
– -$41K -301 Closed
AA
806
Argent Advisors
Louisiana
– -$39K -289 Closed
TF
807
TimeScale Financial
Massachusetts
– -$33K -247 Closed
EP
808
Eudaimonia Partners
Tennessee
– -$30K -219 Closed
MCWS
809
McKinley Carter Wealth Services
West Virginia
– -$29K -212 Closed
PFO
810
Pathstone Family Office
New Jersey
– -$201K -147 Closed
LWA
811
Lenox Wealth Advisors
New York
– -$20K -146 Closed
PCA
812
Peddock Capital Advisors
Massachusetts
– -$17K -124 Closed
TVWM
813
Tower View Wealth Management
Wisconsin
– -$10K -71 Closed
KTM
814
Keeler Thomas Management
Utah
– -$879K -53 Closed
RWA
815
Ropes Wealth Advisors
Massachusetts
– -$7K -53 Closed
LPWM
816
Lake Point Wealth Management
Texas
– -$7K -48 Closed
MWM
817
Maltin Wealth Management
New Jersey
– -$6K -41 Closed
PCA
818
Providence Capital Advisors
North Carolina
– -$5K -39 Closed
TFO
819
Tarbox Family Office
California
– -$4K -31 Closed
MA
820
MCF Advisors
Kentucky
– -$3K -20 Closed
CI
821
Cordant Inc
Oregon
– -$2K -16 Closed
HF
822
Halpern Financial
Virginia
– -$1.91K -14 Closed
SFA
823
Stewardship Financial Advisors
Georgia
– -$1K -4 Closed
SHWM
824
Silicon Hills Wealth Management
Texas
– -$53 -1 Closed
Thrivent Financial for Lutherans
825
Thrivent Financial for Lutherans
Minnesota
– -$777K – –
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