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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 %
EI
151
Ellevest Inc
New York
$4.48M 41,911 +3,240 +8%
TW
152
Towerpoint Wealth
California
$4.46M 41,726 +4,029 +11%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$4.44M 41,535 -11,164 -21%
GC
154
Garde Capital
Washington
$4.43M 41,470 +1,493 +4%
EDRIA
155
Edmonds Duncan Registered Investment Advisors
Kansas
$4.4M 41,154 +1,526 +4%
FHA
156
First Horizon Advisors
Tennessee
$4.38M 40,937 -947 -2%
PP
157
Paloma Partners
Connecticut
$4.37M 40,900 +40,900 New
SFG
158
Sage Financial Group
Pennsylvania
$4.28M 40,029 +20,050 +100%
MSWMA
159
Market Street Wealth Management Advisors
Indiana
$4.26M 39,854 -2,695 -6%
KL
160
KWMG LLC
Kansas
$4.23M 39,549 +5,993 +18%
SFM
161
Signet Financial Management
New Jersey
$4.18M 35,520 -1,373 -4%
FAT
162
First American Trust
California
$4.14M 38,736 +38,736 New
NHC
163
Nicholas Hoffman & Company
Georgia
$4.04M 37,826 -1,049 -3%
CM
164
Cornerstone Management
Georgia
$4.03M 37,719 +8,174 +28%
SPC
165
Sigma Planning Corp
Michigan
$3.99M 37,343 +8,217 +28%
CMO
166
Covenant Multifamily Offices
Texas
$3.99M 37,344 +37,344 New
LFS
167
Lutz Financial Services
Nebraska
$3.99M 37,282 -27,227 -42%
CFS
168
Cannon Financial Strategists
Georgia
$3.98M 37,204 -8,558 -19%
NA
169
NewEdge Advisors
Louisiana
$3.97M 37,085 +17,466 +89%
JIC
170
Johnson Investment Counsel
Ohio
$3.96M 37,033 +30,912 +505%
AIS
171
American Investment Services
Massachusetts
$3.81M 35,638 -8,031 -18%
CC
172
Courier Capital
New York
$3.77M 35,524 -24 -0.1%
NWM
173
Northwest Wealth Management
Iowa
$3.76M 35,195 -2,108 -6%
AW
174
Avion Wealth
Texas
$3.46M 32,358 +32,358 New
AI
175
Atria Investments
North Carolina
$3.46M 32,354 +32,354 New
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