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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.

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
1
Retirement Systems of Alabama
Alabama
$64.4M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$43.5M
3
CCFM
3
Clear Creek Financial Management
Washington
$28.5M
4
Betterment LLC
4
Betterment LLC
New York
$789M
5
AssetMark Inc
5
AssetMark Inc
California
$221M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$2.2M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.05B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$101M
4
AF
4
Allworth Financial
California
$114M
5
CWM
5
Connecticut Wealth Management
Connecticut
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
QI
76
QS Investors
New York
$12.9M 116,785 +7,015 +6%
Victory Capital Management
77
Victory Capital Management
Texas
$12.7M 114,956 -55,734 -33%
VFP
78
Verus Financial Partners
Virginia
$12.6M 113,855 -144,805 -56%
APG
79
Abacus Planning Group
South Carolina
$12.6M 113,855 +8,235 +8%
BCIM
80
Bishop & Co Investment Management
Pennsylvania
$12.2M 109,974 +4,308 +4%
PP
81
PDS Planning
Ohio
$12.2M 109,827 +5,860 +6%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$11.8M 106,223 +2,456 +2%
GT
83
Glenmede Trust
Pennsylvania
$11.6M 105,263 -12,200 -10%
AWM
84
Avior Wealth Management
Nebraska
$11.5M 103,649 -2,173 -2%
SS
85
Simplicity Solutions
Minnesota
$11.3M 102,392 +12,968 +15%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$11.3M 101,984 -338 -0.3%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$11.3M 101,729 +6,819 +7%
TSW
88
Thompson Siegel & Walmsley
Virginia
$11.3M 101,733 +16,840 +20%
MWM
89
Modera Wealth Management
New Jersey
$11.2M 101,127 -5,427 -5%
NQWM
90
Northwest Quadrant Wealth Management
Oregon
$10.5M 95,050 +3,763 +4%
PPW
91
Pasadena Private Wealth
California
$10.3M 93,201 -9,980 -10%
FAAS
92
First Allied Advisory Services
California
$10.1M 91,303 -7,009 -7%
WBG
93
Wharton Business Group
Pennsylvania
$9.89M 89,430 +85,990 +2,500%
BC
94
Bartlett & Co
Ohio
$9.87M 89,225 -470 -0.5%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$9.87M 89,225 -470 -0.5%
QIM
96
Quest Investment Management
Oregon
$9.56M 86,445 – –
TWP
97
Total Wealth Planning
Ohio
$9.13M 82,525 -72 -0.1%
MAM
98
Marotta Asset Management
Virginia
$9.03M 81,657 -32,855 -29%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$8.84M 79,889 -13,260 -14%
FPIS
100
Financial Planning & Information Services
Wisconsin
$8.69M 78,543 +37 +0%
2 3
4
5 6