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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

898 hedge funds and large institutions have $10.2B invested in Vanguard Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 359 increasing their positions, 225 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+163
Holders Change %
+22.18%
% of All Funds
15.93%
Holding in Top 10
68
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+33.33%
% of All Funds
1.21%
New
209
Increased
359
Reduced
225
Closed
32
Calls
$4.98M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$586M
2
AL
2
Aspiriant LLC
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$1.09B
4
BF
4
BOK Financial
Oklahoma
$31.9M
5
FI
5
FormulaFolio Investments
Michigan
$32.1M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.31B
3
AF
3
Allworth Financial
California
$90M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
$3.98M +$1.12M +7,871 +39%
WIC
227
Whitegate Investment Counselors
New Hampshire
$3.95M +$404K +2,841 +11%
BI
228
Berkeley Inc
Idaho
$3.94M +$3.94M +27,736 New
CWM
229
Cranbrook Wealth Management
Michigan
$3.91M -$143K -1,007 -4%
SFO
230
Stokes Family Office
Louisiana
$3.78M +$2.28K +16 +0.1%
US Bancorp
231
US Bancorp
Minnesota
$3.76M +$280K +1,969 +8%
CA
232
CGN Advisors
Kansas
$3.61M +$3.61M +25,383 New
BOPW
233
Brandywine Oak Private Wealth
Pennsylvania
$3.6M -$88.9K -625 -2%
CI
234
CX Institutional
Indiana
$3.59M +$704K +4,951 +24%
EVM
235
Eaton Vance Management
Massachusetts
$3.53M +$2.49M +17,508 +240%
William Blair & Company
236
William Blair & Company
Illinois
$3.52M +$187K +1,316 +6%
ACS
237
Archford Capital Strategies
Illinois
$3.5M +$496K +3,331 +17%
CT
238
Coastline Trust
Rhode Island
$3.48M -$16.4K -115 -0.5%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.47M +$839K +5,898 +32%
WCM
240
Windham Capital Management
Massachusetts
$3.4M – – –
WT
241
Whittier Trust
California
$3.37M +$87.3K +614 +3%
PMG
242
ProVise Management Group
Florida
$3.35M +$584K +4,110 +21%
IHWM
243
Iron Horse Wealth Management
Iowa
$3.34M +$3.34M +23,458 New
VCAM
244
Van Cleef Asset Management
Ohio
$3.28M +$285K +2,002 +10%
First Manhattan
245
First Manhattan
New York
$3.28M +$2.33M +16,374 +245%
BFS
246
Bard Financial Services
Connecticut
$3.26M +$3.26M +22,921 New
RZH
247
Relyea Zuckerberg Hanson
Connecticut
$3.21M +$541K +3,807 +20%
BRG
248
Bay Rivers Group
Virginia
$3.15M +$3.15M +22,156 New
SB
249
Simmons Bank
Arkansas
$3.11M -$56K -394 -2%
FWP
250
FAS Wealth Partners
Kansas
$3.09M +$154K +1,080 +5%
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