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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
14.57%
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 %
BC
201
Burleson & Co
California
$2.52M 21,719 -842 -4%
William Blair & Company
202
William Blair & Company
Illinois
$2.51M 23,498 +3,583 +18%
WIC
203
Woodmont Investment Counsel
Tennessee
$2.5M 23,347 -1,132 -5%
WT
204
Whittier Trust
California
$2.47M 23,108 -5,151 -18%
MFW
205
Mosaic Family Wealth
Missouri
$2.45M 22,955 -5,437 -19%
US Bancorp
206
US Bancorp
Minnesota
$2.45M 22,953 -1,233 -5%
MD
207
Money Design
Japan
$2.45M 22,903 +22,903 New
DY
208
Dowling & Yahnke
California
$2.4M 22,472 -514 -2%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$2.4M 22,421 +7,187 +47%
SB
210
Simmons Bank
Arkansas
$2.39M 22,322 +445 +2%
LIA
211
LS Investment Advisors
Michigan
$2.36M 22,030 -893 -4%
TI
212
Truepoint Inc
Ohio
$2.34M 21,901 -7,577 -26%
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$2.29M 21,425 +226 +1%
TRCT
214
Tower Research Capital (TRC)
New York
$2.28M 21,348 +21,272 +27,989%
PMG
215
ProVise Management Group
Florida
$2.25M 21,029 +42 +0.2%
DADC
216
D.A. Davidson & Co
Montana
$2.2M 20,553 -11,082 -35%
MAS
217
Managed Account Services
Florida
$2.17M 19,744 -12,279 -38%
SL
218
Systelligence LLC
Minnesota
$2.17M 20,278 -17,872 -47%
FA
219
Fortis Advisors
Pennsylvania
$2.14M 19,996 -28,011 -58%
FWP
220
FAS Wealth Partners
Kansas
$2.12M 19,799 +1,803 +10%
ACS
221
Archford Capital Strategies
Illinois
$2.11M 19,757 +635 +3%
CPIG
222
Chicago Partners Investment Group
Illinois
$2.1M 19,011 +368 +2%
HR
223
Hardy Reed
Mississippi
$2.09M 19,568 -10,846 -36%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$2.04M 19,902 +2,598 +15%
CWAG
225
Compton Wealth Advisory Group
Virginia
$1.99M 18,654 -154 -0.8%
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