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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 %
CC
151
Courier Capital
New York
$5.07M 42,305 +6,781 +19%
AW
152
Avion Wealth
Texas
$5.04M 45,593 +13,235 +41%
Northern Trust
153
Northern Trust
Illinois
$5.01M 45,300 -717 -2%
MMA
154
Miracle Mile Advisors
California
$5M 45,229 +43,233 +2,166%
RRC
155
Relaxing Retirement Coach
Massachusetts
$4.94M 44,684 +12,734 +40%
WA
156
Waverly Advisors
Alabama
$4.88M 42,753 +852 +2%
NHC
157
Nicholas Hoffman & Company
Georgia
$4.72M 42,669 +4,843 +13%
GC
158
Garde Capital
Washington
$4.67M 42,210 +740 +2%
KL
159
KWMG LLC
Kansas
$4.62M 41,792 +2,243 +6%
EDRIA
160
Edmonds Duncan Registered Investment Advisors
Kansas
$4.61M 41,706 +552 +1%
CM
161
Cornerstone Management
Georgia
$4.53M 40,918 +3,199 +8%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$4.51M 40,724 -811 -2%
BFS
163
Bradley Foster & Sargent
Connecticut
$4.49M 40,584 +40,584 New
AC
164
Apella Capital
Connecticut
$4.47M 40,390 +8,204 +25%
FHA
165
First Horizon Advisors
Tennessee
$4.45M 40,213 -724 -2%
SFG
166
Sage Financial Group
Pennsylvania
$4.44M 40,118 +89 +0.2%
AIS
167
American Investment Services
Massachusetts
$4.36M 39,410 +3,772 +11%
CCP
168
Cardan Capital Partners
Colorado
$4.34M 39,263 -10,015 -20%
PA
169
Parallel Advisors
California
$4.31M 38,957 -3,464 -8%
LFS
170
Lutz Financial Services
Nebraska
$4.29M 38,765 +1,483 +4%
NA
171
NewEdge Advisors
Louisiana
$4.25M 38,387 +1,302 +4%
MSWMA
172
Market Street Wealth Management Advisors
Indiana
$4.23M 38,257 -1,597 -4%
SFM
173
Signet Financial Management
New Jersey
$4.18M 35,325 -195 -0.5%
CMO
174
Covenant Multifamily Offices
Texas
$4.16M 37,554 +210 +0.6%
SPC
175
Sigma Planning Corp
Michigan
$4.14M 37,426 +83 +0.2%
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