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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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.02B 9,958,771 -249,561 -2%
Bank of America
2
Bank of America
North Carolina
$792M 7,405,662 -133,665 -2%
Betterment LLC
3
Betterment LLC
New York
$742M 6,937,986 +898,389 +15%
Morgan Stanley
4
Morgan Stanley
New York
$339M 3,167,980 +171,378 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$223M 2,088,352 -91,266 -4%
AssetMark Inc
6
AssetMark Inc
California
$205M 1,803,077 +132,875 +8%
Wells Fargo
7
Wells Fargo
California
$157M 1,469,023 -71,494 -5%
PCA
8
Personal Capital Advisors
California
$133M 1,239,378 +225,811 +22%
AF
9
Allworth Financial
California
$127M 1,183,246 -771 -0.1%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$123M 1,150,684 -177,980 -13%
UBS Group
11
UBS Group
Switzerland
$122M 1,139,250 +14,609 +1%
MG
12
Mather Group
Illinois
$120M 1,123,842 +750,169 +201%
LPL Financial
13
LPL Financial
California
$85.4M 798,529 +45,185 +6%
UCFA
14
United Capital Financial Advisors
Texas
$80.7M 754,664 +1,870 +0.2%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$73.5M 687,540 +11,419 +2%
Goldman Sachs
16
Goldman Sachs
New York
$70M 654,818 -21,481 -3%
TF
17
TIAA FSB
Florida
$69.4M 648,614 -13,751 -2%
SGAM
18
Stephens Group Asset Management
Arkansas
$68.7M 654,719 +29,656 +5%
MWM
19
Merriman Wealth Management
Washington
$66.2M 618,976 +443,950 +254%
HighTower Advisors
20
HighTower Advisors
Illinois
$58M 542,536 -69,944 -11%
Comerica Bank
21
Comerica Bank
Texas
$56.8M 512,097 +423,228 +476%
SEI Investments
22
SEI Investments
Pennsylvania
$52.6M 490,763 +179,274 +58%
MIAS
23
Mason Investment Advisory Services
Virginia
$47.2M 441,486 -3,078 -0.7%
Ameriprise
24
Ameriprise
Minnesota
$46M 430,441 -50,006 -10%
EA
25
Efficient Advisors
Ohio
$45.8M 428,363 +31,246 +8%
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