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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 %
FM
126
Foster & Motley
Ohio
$4.87M -$2.43M -27,378 -33%
EWA
127
EP Wealth Advisors
California
$4.86M +$530K +5,972 +12%
SPIA
128
Steward Partners Investment Advisory
New York
$4.84M +$184K +2,070 +4%
MMA
129
Miracle Mile Advisors
California
$4.83M -$8.23M -92,632 -63%
IA
130
Independence Advisors
Pennsylvania
$4.82M +$302K +3,399 +7%
MWA
131
Moser Wealth Advisors
Washington
$4.71M -$83.7K -942 -2%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$4.68M -$95.8K -1,079 -2%
RFA
133
Radnor Financial Advisors
Pennsylvania
$4.67M +$4.67M +52,623 New
AA
134
ALPS Advisors
Colorado
$4.57M +$4.57M +51,421 New
MGIA
135
Moneta Group Investment Advisors
Missouri
$4.57M -$1.97M -22,197 -30%
CCP
136
Cardan Capital Partners
Colorado
$4.45M +$3.78M +42,514 +557%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$4.39M +$544K +6,274 +14%
BAM
138
Baldrige Asset Management
Pennsylvania
$4.32M +$1.05M +11,835 +32%
FCI
139
Financial Counselors Inc
Kansas
$4.31M -$52K -586 -1%
BCA
140
Biltmore Capital Advisors
New Jersey
$4.29M +$253K +2,846 +6%
EWM
141
Empirical Wealth Management
Washington
$4.29M +$2.12M +23,876 +98%
FA
142
Fortis Advisors
Pennsylvania
$4.26M +$576K +6,489 +16%
CWM
143
Connecticut Wealth Management
Connecticut
$4.24M -$1.56M -17,617 -27%
AWM
144
AE Wealth Management
Kansas
$4.14M +$581K +6,540 +16%
CFS
145
Cannon Financial Strategists
Georgia
$4.06M -$244K -2,746 -6%
RM
146
Resource Management
Louisiana
$4.02M +$566K +6,369 +16%
LFG
147
LifePlan Financial Group
Ohio
$3.93M +$351K +3,958 +10%
Northern Trust
148
Northern Trust
Illinois
$3.89M -$6.13K -69 -0.2%
AIS
149
American Investment Services
Massachusetts
$3.88M -$489K -5,510 -11%
MSWMA
150
Market Street Wealth Management Advisors
Indiana
$3.78M +$2.97M +33,461 +368%
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