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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 %
FAT
176
First American Trust
California
$4.12M 37,275 -1,461 -4%
JIC
177
Johnson Investment Counsel
Ohio
$4.07M 36,778 -255 -0.7%
DBT
178
Dubuque Bank & Trust
Iowa
$4.06M 36,721 +4,534 +14%
AI
179
Atria Investments
North Carolina
$4.05M 36,610 +4,256 +13%
CFS
180
Cannon Financial Strategists
Georgia
$4.05M 36,607 -597 -2%
CWM
181
Capital Wealth Management
Rhode Island
$4M 36,125 +21,831 +153%
RM
182
Resource Management
Louisiana
$3.87M 34,973 +2,687 +8%
TIM
183
Tortoise Investment Management
New York
$3.81M 34,396 +2,670 +8%
GIM
184
Goelzer Investment Management
Indiana
$3.63M 32,805 +481 +1%
CA
185
Capital Advantage
California
$3.62M 30,781 +1,419 +5%
BWFA
186
Baltimore-Washington Financial Advisors
Maryland
$3.56M 32,197 -9,813 -23%
NFG
187
Next Financial Group
Texas
$3.51M 31,723 -10,423 -25%
TAM
188
Tocqueville Asset Management
New York
$3.47M 31,396 +70 +0.2%
MFW
189
Mosaic Family Wealth
Missouri
$3.42M 30,900 +7,945 +35%
PAS
190
Park Avenue Securities
New York
$3.38M 30,548 +5,985 +24%
NWM
191
Northwest Wealth Management
Iowa
$3.37M 30,493 -4,702 -13%
QWM
192
Quaker Wealth Management
New Jersey
$3.35M 30,299 +18,440 +155%
SWP
193
Stratos Wealth Partners
Ohio
$3.26M 29,487 +2,356 +9%
JCM
194
Jacobsen Capital Management
Utah
$3.24M 29,276 +146 +0.5%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
– – – –
CWM
196
Cranbrook Wealth Management
Michigan
$3.16M 28,514 -2,382 -8%
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$3.05M 27,594 +1,503 +6%
ACA
198
Ackerman Capital Advisors
Texas
$3.05M 27,569 +785 +3%
SFO
199
Stokes Family Office
Louisiana
$2.94M 26,565 -43 -0.2%
UB
200
UMB Bank
Missouri
$2.92M 27,352 – –
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