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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 %
BWM
101
Brickley Wealth Management
California
$8.66M 73,337 +2,192 +3%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$8.57M 77,419 +7,082 +10%
PFM
103
Phillips Financial Management
Indiana
$8.43M 76,173 +113 +0.1%
HCMT
104
Highland Capital Management (Tennessee)
Tennessee
$8.36M 75,533 +478 +0.6%
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$8.32M 75,154 -412 -0.5%
EH
106
Equitable Holdings
New York
$8.2M 74,094 -4,136 -5%
ST
107
Spinnaker Trust
Maine
$8.17M 73,816 +43,561 +144%
BWM
108
Baystate Wealth Management
Massachusetts
$8.16M 73,769 -10,750 -13%
KCPG
109
Kavar Capital Partners Group
Kansas
$7.88M 71,186 +4,164 +6%
AWM
110
AE Wealth Management
Kansas
$7.87M 71,106 +11,995 +20%
CAN
111
Cetera Advisor Networks
California
$7.84M 70,829 +2,422 +4%
TYCC
112
Texas Yale Capital Corp
Florida
$7.81M 70,623 +82 +0.1%
PAG
113
Private Advisor Group
New Jersey
$7.75M 70,464 -870 -1%
IA
114
IndexIQ Advisors
New York
$7.64M 69,061 +69,061 New
KAS
115
Kestra Advisory Services
Texas
$7.59M 69,152 +69,152 New
SWM
116
Shakespeare Wealth Management
Wisconsin
$7.59M 68,569 +3,704 +6%
CM
117
Columbus Macro
Pennsylvania
$7.57M 68,390 -16,043 -19%
EWM
118
Empirical Wealth Management
Washington
$7.13M 64,483 +12,084 +23%
VI
119
Vestcor Inc
New Brunswick, Canada
$7.08M 64,000 – –
BAM
120
Baldrige Asset Management
Pennsylvania
$7.04M 63,613 +6,618 +12%
SFG
121
SNS Financial Group
Minnesota
$6.83M 61,721 +6,700 +12%
ONB
122
Old National Bancorp
Indiana
$6.49M 58,679 +4,034 +7%
ECM
123
ExodusPoint Capital Management
New York
$6.37M 57,551 +57,551 New
LFG
124
LifePlan Financial Group
Ohio
$6.28M 56,752 +3,788 +7%
RFA
125
Radnor Financial Advisors
Pennsylvania
$6.21M 56,147 +3,524 +7%
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5
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