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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.

Holders
709
Holders Change
+20
Holders Change %
+2.9%
% of All Funds
14.58%
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
1
Betterment LLC
New York
$742M
2
MG
2
Mather Group
Illinois
$120M
3
MWM
3
Merriman Wealth Management
Washington
$66.2M
4
Comerica Bank
4
Comerica Bank
Texas
$56.8M
5
JRP
5
Jasper Ridge Partners
California
$28.6M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.02B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$29M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$123M
4
Victory Capital Management
4
Victory Capital Management
Texas
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$792M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
76
Inspirion Wealth Advisors
Illinois
$12.2M 113,884 +1,223 +1%
QI
77
QS Investors
New York
$11.7M 109,770 -12,438 -10%
MWM
78
Modera Wealth Management
New Jersey
$11.4M 106,554 -9,124 -8%
AWM
79
Avior Wealth Management
Nebraska
$11.3M 105,822 +15,011 +17%
BCIM
80
Bishop & Co Investment Management
Pennsylvania
$11.3M 105,666 +25,128 +31%
APG
81
Abacus Planning Group
South Carolina
$11.3M 105,620 +91,696 +659%
F
82
F3Logic
Minnesota
$11.1M 104,140 -30,266 -23%
PP
83
PDS Planning
Ohio
$11.1M 103,967 +26,905 +35%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$11.1M 103,767 -36,914 -26%
PPW
85
Pasadena Private Wealth
California
$11M 103,181 +15,553 +18%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$10.9M 102,322 -108,185 -51%
SFI
87
SPC Financial Inc
Maryland
$10.7M 99,640 +99,640 New
FAAS
88
First Allied Advisory Services
California
$10.5M 98,312 -2,523 -3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$10.1M 94,910 +30,151 +47%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$9.96M 93,149 -33,213 -26%
NQWM
91
Northwest Quadrant Wealth Management
Oregon
$9.64M 91,287 +1,795 +2%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$9.59M 89,695 -1,025 -1%
BC
93
Bartlett & Co
Ohio
$9.59M 89,695 -1,025 -1%
SS
94
Simplicity Solutions
Minnesota
$9.56M 89,424 +19,625 +28%
Jane Street
95
Jane Street
New York
$9.55M 89,302 +30,635 +52%
QIM
96
Quest Investment Management
Oregon
$9.24M 86,445 – –
TSW
97
Thompson Siegel & Walmsley
Virginia
$9.08M 84,893 +56,607 +200%
BWM
98
Baystate Wealth Management
Massachusetts
$9.04M 84,519 +78,134 +1,224%
CM
99
Columbus Macro
Pennsylvania
$9.03M 84,433 -3,572 -4%
TWP
100
Total Wealth Planning
Ohio
$8.83M 82,597 -6,348 -7%
2 3
4
5 6