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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 %
BOPW
201
Brandywine Oak Private Wealth
Pennsylvania
$2.87M 25,933 -4,763 -16%
WIC
202
Whitegate Investment Counselors
New Hampshire
$2.76M 24,936 -4,982 -17%
EWA
203
EP Wealth Advisors
California
$2.74M 24,746 -26,417 -52%
CT
204
Coastline Trust
Rhode Island
$2.72M 24,595 -785 -3%
US Bancorp
205
US Bancorp
Minnesota
$2.71M 24,456 +1,503 +7%
MAFM
206
Mid Atlantic Financial Management
Pennsylvania
$2.65M 20,866 -559 -3%
WCM
207
Windham Capital Management
Massachusetts
$2.64M 23,900 – –
William Blair & Company
208
William Blair & Company
Illinois
$2.59M 23,437 -61 -0.3%
WT
209
Whittier Trust
California
$2.55M 23,057 -51 -0.2%
SB
210
Simmons Bank
Arkansas
$2.47M 22,277 -45 -0.2%
BRWA
211
B. Riley Wealth Advisors
Florida
$2.44M 22,299 +7,833 +54%
LIA
212
LS Investment Advisors
Michigan
$2.35M 21,212 -818 -4%
VCAM
213
Van Cleef Asset Management
Ohio
$2.33M 21,061 +4,731 +29%
DY
214
Dowling & Yahnke
California
$2.31M 20,903 -1,569 -7%
CPIG
215
Chicago Partners Investment Group
Illinois
$2.31M 19,325 +314 +2%
MCM
216
Manchester Capital Management
Vermont
$2.3M 20,812 -4,677 -18%
FWP
217
FAS Wealth Partners
Kansas
$2.29M 20,669 +870 +4%
TI
218
Truepoint Inc
Ohio
$2.28M 20,634 -1,267 -6%
RZH
219
Relyea Zuckerberg Hanson
Connecticut
$2.25M 18,797 +1,975 +12%
CI
220
CX Institutional
Indiana
$2.25M 20,303 +5,193 +34%
Citigroup
221
Citigroup
New York
$2.24M 20,204 -10,852 -35%
ACS
222
Archford Capital Strategies
Illinois
$2.23M 20,154 +397 +2%
DADC
223
D.A. Davidson & Co
Montana
$2.22M 20,102 -451 -2%
PCA
224
Personal Capital Advisors
California
$2.2M 19,881 -1,219,497 -98%
MAS
225
Managed Account Services
Florida
$2.19M 18,061 -1,683 -9%
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