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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 %
AAS
151
Avantax Advisory Services
Texas
$3.77M -$745K -8,377 -16%
BWFA
152
Baltimore-Washington Financial Advisors
Maryland
$3.74M -$24.5K -276 -0.7%
FHA
153
First Horizon Advisors
Tennessee
$3.72M -$168K -1,890 -4%
PA
154
Parallel Advisors
California
$3.64M -$798K -8,992 -18%
BCM
155
Bridgeway Capital Management
Texas
$3.55M +$3.55M +40,000 New
GC
156
Garde Capital
Washington
$3.55M -$254K -2,865 -7%
EDRIA
157
Edmonds Duncan Registered Investment Advisors
Kansas
$3.52M +$3.52M +39,628 New
SFM
158
Signet Financial Management
New Jersey
$3.5M -$183K -1,935 -5%
NHC
159
Nicholas Hoffman & Company
Georgia
$3.45M +$1.21M +13,599 +54%
EI
160
Ellevest Inc
New York
$3.43M +$928K +10,455 +37%
SL
161
Systelligence LLC
Minnesota
$3.39M +$1.61M +18,079 +90%
WA
162
Waverly Advisors
Alabama
$3.38M +$374K +4,208 +12%
BAM
163
BTS Asset Management
Massachusetts
$3.37M +$3.37M +37,910 New
CI
164
CX Institutional
Indiana
$3.36M +$2.55M +28,689 +312%
TW
165
Towerpoint Wealth
California
$3.35M -$2.09M -23,578 -38%
NWM
166
Northwest Wealth Management
Iowa
$3.31M -$213K -2,404 -6%
BOPW
167
Brandywine Oak Private Wealth
Pennsylvania
$3.3M +$2.74M +30,818 +486%
CC
168
Courier Capital
New York
$3.22M +$54.7K +605 +2%
HC
169
HNP Capital
New York
$3.22M +$3.22M +35,548 New
WIC
170
Whitegate Investment Counselors
New Hampshire
$3.19M +$301K +3,395 +10%
NFC
171
Northeast Financial Consultants
Connecticut
$3.16M +$88.8K +1,000 +3%
NFG
172
Next Financial Group
Texas
$3.13M -$216K -2,431 -6%
3F
173
360 Financial
Minnesota
$3.09M +$57.7K +650 +2%
UB
174
UMB Bank
Missouri
$3M +$332K +3,733 +12%
KL
175
KWMG LLC
Kansas
$2.98M +$126K +1,424 +4%
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