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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 %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$5.79M 54,146 -5,503 -9%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$5.76M 53,847 +3,256 +6%
IFS
128
Ifrah Financial Services
Arkansas
$5.72M 53,457 -1,451 -3%
LFG
129
LifePlan Financial Group
Ohio
$5.66M 52,964 +8,676 +20%
WFM
130
Wolff Financial Management
Michigan
$5.66M 52,943 -2,722 -5%
RFA
131
Radnor Financial Advisors
Pennsylvania
$5.63M 52,623 – –
EWM
132
Empirical Wealth Management
Washington
$5.6M 52,399 +4,091 +8%
FCI
133
Financial Counselors Inc
Kansas
$5.59M 52,287 +3,714 +8%
RIM
134
Rockbridge Investment Management
New York
$5.56M 52,023 +52,023 New
SCA
135
Spearhead Capital Advisors
Florida
$5.54M 51,828 +35,938 +226%
SPIA
136
Steward Partners Investment Advisory
New York
$5.54M 51,790 -2,681 -5%
AA
137
ALPS Advisors
Colorado
$5.5M 51,421 – –
EWA
138
EP Wealth Advisors
California
$5.47M 51,163 -3,548 -6%
MA
139
MUFG Americas
New York
$5.39M 50,385 -9,081 -15%
MWA
140
Moser Wealth Advisors
Washington
$5.34M 49,938 -3,101 -6%
CCP
141
Cardan Capital Partners
Colorado
$5.27M 49,278 -867 -2%
MGIA
142
Moneta Group Investment Advisors
Missouri
$5.26M 49,233 -2,175 -4%
FM
143
Foster & Motley
Ohio
$5.12M 47,857 -6,930 -13%
PWM
144
Praetorian Wealth Management
California
$4.94M 46,165 +46,165 New
Northern Trust
145
Northern Trust
Illinois
$4.92M 46,017 +2,167 +5%
WA
146
Waverly Advisors
Alabama
$4.91M 41,901 +3,835 +10%
PMFA
147
Plante Moran Financial Advisors
Michigan
$4.6M 43,053 +40,850 +1,854%
PA
148
Parallel Advisors
California
$4.54M 42,421 +1,462 +4%
NFG
149
Next Financial Group
Texas
$4.51M 42,146 +6,878 +20%
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$4.49M 42,010 -125 -0.3%
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6
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