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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 %
GIM
176
Goelzer Investment Management
Indiana
$3.46M 32,324 +11,921 +58%
RM
177
Resource Management
Louisiana
$3.45M 32,286 -12,935 -29%
DBT
178
Dubuque Bank & Trust
Iowa
$3.44M 32,187 +17,626 +121%
AC
179
Apella Capital
Connecticut
$3.44M 32,186 +6,995 +28%
CC
180
Cypress Capital
Tennessee
$3.44M 32,144 +32,144 New
RRC
181
Relaxing Retirement Coach
Massachusetts
$3.42M 31,950 -24,578 -43%
TIM
182
Tortoise Investment Management
New York
$3.39M 31,726 +7,377 +30%
TAM
183
Tocqueville Asset Management
New York
$3.35M 31,326 -35,167 -53%
Citigroup
184
Citigroup
New York
$3.32M 31,056 -27,291 -47%
CWM
185
Cranbrook Wealth Management
Michigan
$3.3M 30,896 -888 -3%
BOPW
186
Brandywine Oak Private Wealth
Pennsylvania
$3.28M 30,696 -6,469 -17%
ST
187
Spinnaker Trust
Maine
$3.23M 30,255 – –
WIC
188
Whitegate Investment Counselors
New Hampshire
$3.2M 29,918 -6,003 -17%
CA
189
Capital Advantage
California
$3.14M 29,362 -492 -2%
AAS
190
Avantax Advisory Services
Texas
$3.11M 29,105 -13,350 -31%
JCM
191
Jacobsen Capital Management
Utah
$3.11M 29,130 +29,130 New
UB
192
UMB Bank
Missouri
$2.92M 27,352 -6,471 -19%
SWP
193
Stratos Wealth Partners
Ohio
$2.9M 27,131 +667 +3%
ACA
194
Ackerman Capital Advisors
Texas
$2.86M 26,784 +26,784 New
SFO
195
Stokes Family Office
Louisiana
$2.85M 26,608 +3,068 +13%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$2.79M 26,091 +3,885 +17%
MCM
197
Manchester Capital Management
Vermont
$2.73M 25,489 -4,189 -14%
CT
198
Coastline Trust
Rhode Island
$2.71M 25,380 +195 +0.8%
PAS
199
Park Avenue Securities
New York
$2.63M 24,563 +24,563 New
WCM
200
Windham Capital Management
Massachusetts
$2.56M 23,900 – –
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