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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 %
PCG
126
Private Capital Group
Connecticut
$6.19M 55,982 +1,688 +3%
CWM
127
Cornerstone Wealth Management
Missouri
$6.11M 55,225 -435 -0.8%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$6.09M 55,000 +1,153 +2%
IA
129
Independence Advisors
Pennsylvania
$6.07M 54,867 -2,849 -5%
AA
130
ALPS Advisors
Colorado
$6.01M 54,331 +2,910 +6%
FM
131
Foster & Motley
Ohio
$6M 54,194 +6,337 +13%
MA
132
MUFG Americas
New York
$5.97M 53,999 +3,614 +7%
FA
133
FDx Advisors
Illinois
$5.95M 53,821 -3,751 -7%
WFM
134
Wolff Financial Management
Michigan
$5.92M 53,469 +526 +1%
SPIA
135
Steward Partners Investment Advisory
New York
$5.87M 53,044 +1,254 +2%
FCI
136
Financial Counselors Inc
Kansas
$5.82M 52,628 +341 +0.7%
SCA
137
Spearhead Capital Advisors
Florida
$5.82M 52,585 +757 +1%
RIM
138
Rockbridge Investment Management
New York
$5.68M 51,299 -724 -1%
PPP
139
Private Portfolio Partners
New Jersey
$5.66M 51,126 -5,270 -9%
PWM
140
Praetorian Wealth Management
California
$5.61M 50,696 +4,531 +10%
AAS
141
Avantax Advisory Services
Texas
$5.59M 50,447 +21,342 +73%
TW
142
Towerpoint Wealth
California
$5.4M 48,836 +7,110 +17%
MGIA
143
Moneta Group Investment Advisors
Missouri
$5.38M 48,640 -593 -1%
EI
144
Ellevest Inc
New York
$5.37M 48,551 +6,640 +16%
MWA
145
Moser Wealth Advisors
Washington
$5.27M 47,665 -2,273 -5%
BCA
146
Biltmore Capital Advisors
New Jersey
$5.19M 46,876 -10,621 -18%
RWB
147
RMR Wealth Builders
New Jersey
$5.12M 46,320 +46,320 New
Bank of New York Mellon
148
Bank of New York Mellon
New York
$5.1M 46,125 -8,021 -15%
I
149
INVST
Indiana
$5.1M 45,552 +41,326 +978%
CWM
150
Connecticut Wealth Management
Connecticut
$5.09M 45,970 -146,027 -76%
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