VBR icon

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 %
MWM
76
Modera Wealth Management
New Jersey
$10.3M -$1.08M -12,167 -10%
IWA
77
Inspirion Wealth Advisors
Illinois
$10M +$462K +5,198 +5%
AWA
78
Arete Wealth Advisors
Illinois
$9.96M +$5.65M +63,805 +131%
MAM
79
Marotta Asset Management
Virginia
$9.54M +$17.8K +214 +0.2%
FAAS
80
First Allied Advisory Services
California
$8.95M +$92.7K +1,044 +1%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$8.83M +$3.18M +35,846 +56%
NQWM
82
Northwest Quadrant Wealth Management
Oregon
$8.64M +$2.36M +24,452 +38%
SFS
83
Sowell Financial Services
Arkansas
$8.61M +$7.95M +89,568 +1,208%
CA
84
Cornerstone Advisory
Maryland
$8.43M +$174K +1,960 +2%
Comerica Bank
85
Comerica Bank
Texas
$8.3M +$638K +6,827 +8%
PPW
86
Pasadena Private Wealth
California
$8.2M +$1.24M +13,274 +18%
EH
87
Equitable Holdings
New York
$8.12M -$784K -8,826 -9%
SC
88
Savant Capital
Illinois
$8.07M +$3.26M +36,667 +68%
AWM
89
Avior Wealth Management
Nebraska
$8.06M +$1.41M +15,829 +21%
BC
90
Bartlett & Co
Ohio
$8.06M +$8.06M +90,720 New
BCWM
91
Bartlett & Co Wealth Management
Ohio
$8.06M -$231K -2,606 -3%
TWP
92
Total Wealth Planning
Ohio
$7.9M +$2.15M +24,181 +37%
CM
93
Columbus Macro
Pennsylvania
$7.82M -$53.1K -598 -0.7%
QIM
94
Quest Investment Management
Oregon
$7.68M – – –
JA
95
JOYN Advisors
Georgia
$7.6M +$4.27M +48,054 +128%
PAG
96
Private Advisor Group
New Jersey
$7.26M -$914K -10,288 -11%
REMPR
97
Roof Eidam Maycock Peralta (REMP)
California
$7.2M -$175K -1,974 -2%
PP
98
PDS Planning
Ohio
$6.84M +$6.7M +75,497 +4,824%
CAN
99
Cetera Advisor Networks
California
$6.72M +$2.76M +31,200 +70%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$6.64M -$83.8K -944 -1%
2 3
4
5 6