VBR icon

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 %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.05B 9,637,310 -321,461 -3%
Bank of America
2
Bank of America
North Carolina
$805M 7,274,247 -131,415 -2%
Betterment LLC
3
Betterment LLC
New York
$789M 7,130,658 +192,672 +3%
Morgan Stanley
4
Morgan Stanley
New York
$372M 3,358,691 +190,711 +6%
AssetMark Inc
5
AssetMark Inc
California
$221M 1,993,915 +190,838 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$220M 1,992,909 -95,443 -5%
Wells Fargo
7
Wells Fargo
California
$164M 1,484,140 +15,117 +1%
MG
8
Mather Group
Illinois
$131M 1,187,547 +63,705 +6%
UBS Group
9
UBS Group
Switzerland
$131M 1,182,769 +43,519 +4%
AF
10
Allworth Financial
California
$114M 1,031,364 -151,882 -13%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$101M 910,867 -239,817 -21%
UCFA
12
United Capital Financial Advisors
Texas
$95.6M 863,712 +109,048 +14%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$93.1M 841,921 +154,381 +22%
LPL Financial
14
LPL Financial
California
$86.2M 779,072 -19,457 -2%
SGAM
15
Stephens Group Asset Management
Arkansas
$76M 687,261 +32,542 +5%
Goldman Sachs
16
Goldman Sachs
New York
$73.4M 663,293 +8,475 +1%
TF
17
TIAA FSB
Florida
$71.5M 646,324 -2,290 -0.4%
MWM
18
Merriman Wealth Management
Washington
$68.9M 622,740 +3,764 +0.6%
Retirement Systems of Alabama
19
Retirement Systems of Alabama
Alabama
$64.4M 582,480 +582,480 New
HighTower Advisors
20
HighTower Advisors
Illinois
$60.6M 547,425 +4,889 +0.9%
Comerica Bank
21
Comerica Bank
Texas
$59.9M 493,976 -18,121 -4%
CL
22
Choreo LLC
Illinois
$56.1M 507,076 +180,992 +56%
SEI Investments
23
SEI Investments
Pennsylvania
$55M 495,905 +5,142 +1%
Ameriprise
24
Ameriprise
Minnesota
$53M 477,017 +46,576 +11%
MIAS
25
Mason Investment Advisory Services
Virginia
$48.6M 439,260 -2,226 -0.5%
1
2 3 4 5