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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 %
FPIS
101
Financial Planning & Information Services
Wisconsin
$8.39M 78,506 +9,992 +15%
EH
102
Equitable Holdings
New York
$8.36M 78,230 -13,240 -14%
PFM
103
Phillips Financial Management
Indiana
$8.13M 76,060 +8,393 +12%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$8.08M 75,566 -23,898 -24%
HCMT
105
Highland Capital Management (Tennessee)
Tennessee
$8.03M 75,055 +285 +0.4%
PAG
106
Private Advisor Group
New Jersey
$7.63M 71,334 -10,406 -13%
BWM
107
Brickley Wealth Management
California
$7.61M 71,145 +4,306 +6%
TYCC
108
Texas Yale Capital Corp
Florida
$7.54M 70,541 +2,879 +4%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$7.52M 70,337 +9,020 +15%
CAN
110
Cetera Advisor Networks
California
$7.31M 68,407 -7,566 -10%
KCPG
111
Kavar Capital Partners Group
Kansas
$7.17M 67,022 +64,691 +2,775%
GFPC
112
Global Financial Private Capital
Florida
$6.98M 65,305 +6,394 +11%
SWM
113
Shakespeare Wealth Management
Wisconsin
$6.94M 64,865 +1,831 +3%
VI
114
Vestcor Inc
New Brunswick, Canada
$6.84M 64,000 +64,000 New
FIB
115
First Interstate Bank
Montana
$6.83M 63,852 +242 +0.4%
AWM
116
AE Wealth Management
Kansas
$6.32M 59,111 +12,485 +27%
IA
117
Independence Advisors
Pennsylvania
$6.17M 57,716 +3,486 +6%
FA
118
FDx Advisors
Illinois
$6.16M 57,572 -1,510 -3%
BCA
119
Biltmore Capital Advisors
New Jersey
$6.15M 57,497 +9,159 +19%
BAM
120
Baldrige Asset Management
Pennsylvania
$6.09M 56,995 +8,359 +17%
PPP
121
Private Portfolio Partners
New Jersey
$6.03M 56,396 -7,773 -12%
CWM
122
Cornerstone Wealth Management
Missouri
$5.95M 55,660 -3,561 -6%
SFG
123
SNS Financial Group
Minnesota
$5.88M 55,021 +37,776 +219%
ONB
124
Old National Bancorp
Indiana
$5.84M 54,645 -2,054 -4%
PCG
125
Private Capital Group
Connecticut
$5.81M 54,294 -1,167 -2%
3 4
5
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