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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 %
SS
101
Simplicity Solutions
Minnesota
$6.2M +$1.07M +12,103 +21%
FPIS
102
Financial Planning & Information Services
Wisconsin
$6.08M +$176K +1,981 +3%
TYCC
103
Texas Yale Capital Corp
Florida
$6.01M -$2.67M -30,123 -31%
BWM
104
Brickley Wealth Management
California
$5.94M +$464K +5,225 +8%
TAM
105
Tocqueville Asset Management
New York
$5.91M +$3.02M +33,975 +104%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$5.75M -$1.4M -15,801 -20%
LFS
107
Lutz Financial Services
Nebraska
$5.73M +$5.49M +61,838 +2,315%
PPP
108
Private Portfolio Partners
New Jersey
$5.7M +$1.02M +11,496 +22%
FIB
109
First Interstate Bank
Montana
$5.65M +$5.65M +63,610 New
PFM
110
Phillips Financial Management
Indiana
$5.63M +$2.73M +32,771 +94%
SWM
111
Shakespeare Wealth Management
Wisconsin
$5.6M +$1.24M +13,922 +28%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$5.45M +$1.1M +12,383 +25%
NFG
113
NewFocus Financial Group
Washington
$5.31M -$4.9M -55,157 -48%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$5.3M -$698K -7,858 -12%
MA
115
MUFG Americas
New York
$5.28M -$363K -4,084 -6%
CWM
116
Cornerstone Wealth Management
Missouri
$5.26M -$14.1K -159 -0.3%
FA
117
FDx Advisors
Illinois
$5.25M -$274K -3,087 -5%
GFPC
118
Global Financial Private Capital
Florida
$5.23M -$302K -3,402 -5%
Jane Street
119
Jane Street
New York
$5.21M +$4.51M +50,787 +645%
Citigroup
120
Citigroup
New York
$5.18M -$1.28M -14,367 -20%
ONB
121
Old National Bancorp
Indiana
$5.04M -$7.02K -79 -0.1%
RRC
122
Relaxing Retirement Coach
Massachusetts
$5.02M -$3.25M -36,579 -39%
WFM
123
Wolff Financial Management
Michigan
$4.94M +$1.26M +14,195 +34%
PCG
124
Private Capital Group
Connecticut
$4.93M -$487K -5,486 -9%
IFS
125
Ifrah Financial Services
Arkansas
$4.88M -$233K -2,626 -5%
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5
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