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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

689 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 268 increasing their positions, 288 reducing their positions, and 137 closing their positions.

Holders
689
Holders Change
-87
Holders Change %
-11.21%
% of All Funds
15.22%
Holding in Top 10
42
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.22%
% of All Funds
0.93%
New
62
Increased
268
Reduced
288
Closed
137
Calls
$2.67M
Puts
$555K
Net Calls
+$2.12M
Net Calls Change
+$679K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$903M
2
AF
2
Allworth Financial
California
$105M
3
Morgan Stanley
3
Morgan Stanley
New York
$266M
4
Bank of America
4
Bank of America
North Carolina
$669M
5
AssetMark Inc
5
AssetMark Inc
California
$148M

Top Sellers

1
JFA
1
Johanson Financial Advisors
California
$1.88M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.7M
3
WQ
3
Wealth Quarterback
New Jersey
$356K
4
AC
4
Athanor Capital
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$903M 10,208,332 +1,157,349 +13%
Bank of America
2
Bank of America
North Carolina
$669M 7,539,327 +624,847 +9%
Betterment LLC
3
Betterment LLC
New York
$536M 6,039,597 +274,356 +5%
Morgan Stanley
4
Morgan Stanley
New York
$266M 2,996,602 +956,889 +47%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$194M 2,179,618 +134,653 +7%
AssetMark Inc
6
AssetMark Inc
California
$148M 1,670,202 +336,941 +25%
Wells Fargo
7
Wells Fargo
California
$137M 1,540,517 -114,404 -7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$118M 1,328,664 -26,440 -2%
AF
9
Allworth Financial
California
$105M 1,184,017 +1,146,936 +3,093%
UBS Group
10
UBS Group
Switzerland
$99.9M 1,124,641 -112,455 -9%
PCA
11
Personal Capital Advisors
California
$92.5M 1,013,567 +24,652 +2%
LPL Financial
12
LPL Financial
California
$66.9M 753,344 +5,029 +0.7%
UCFA
13
United Capital Financial Advisors
Texas
$65M 752,794 +196,853 +35%
Goldman Sachs
14
Goldman Sachs
New York
$60.1M 676,299 +90,466 +15%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$60M 676,121 +241,687 +56%
TF
16
TIAA FSB
Florida
$58.8M 662,365 +67,444 +11%
SGAM
17
Stephens Group Asset Management
Arkansas
$55.5M 625,063 +237,350 +61%
HighTower Advisors
18
HighTower Advisors
Illinois
$54.4M 612,480 +2,140 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$42.3M 480,447 +33,671 +8%
MIAS
20
Mason Investment Advisory Services
Virginia
$39.5M 444,564 +3,197 +0.7%
AL
21
Aspiriant LLC
California
$39M 438,912 +102,408 +30%
EA
22
Efficient Advisors
Ohio
$35.3M 397,117 +47,793 +14%
MG
23
Mather Group
Illinois
$33.2M 373,673 +31,458 +9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$32M 360,106 -40,094 -10%
CFFP
25
Center for Financial Planning
Michigan
$30.5M 343,179 -44,835 -12%
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