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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

973 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 378 increasing their positions, 322 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+75
Holders Change %
+8.35%
% of All Funds
17.13%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
1.51%
New
138
Increased
378
Reduced
322
Closed
56
Calls
$6.13M
Puts
$8.08M
Net Calls
-$1.95M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.9B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$441M
3
HighTower Advisors
HighTower Advisors
Illinois
$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$152M
5
CFM
Comprehensive Financial Management
California
$62.5M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.49B
2
Comerica Bank
Comerica Bank
Texas
$46.6M
3
PCIA
Prime Capital Investment Advisors
Kansas
$25.7M
4
SGAM
Stephens Group Asset Management
Arkansas
$74.6M
5
FI
FormulaFolio Investments
Michigan
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
226
First Manhattan
New York
$5.75M +$1.94M +11,685 +51%
CA
227
Capital Advantage
California
$5.74M +$535K +3,231 +10%
FFG
228
Ford Financial Group
California
$5.63M +$582K +3,517 +12%
FCI
229
Financial Counselors Inc
Kansas
$5.59M -$2.89M -17,465 -34%
SIA
230
Strategic Investment Advisors
Michigan
$5.53M +$51.8K +313 +0.9%
MMA
231
Miracle Mile Advisors
California
$5.44M -$890K -5,371 -14%
BWFA
232
Baltimore-Washington Financial Advisors
Maryland
$5.25M -$56.8K -343 -1%
MSWMA
233
Market Street Wealth Management Advisors
Indiana
$5.24M -$881K -5,321 -14%
SPC
234
Sigma Planning Corp
Michigan
$5.24M +$429K +2,589 +9%
PCMC
235
Paragon Capital Management (Colorado)
Colorado
$5.19M +$5.19M +31,327 New
SFM
236
Signet Financial Management
New Jersey
$5.16M -$635K -3,834 -11%
NFG
237
Next Financial Group
Texas
$5.09M -$546K -3,298 -10%
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$5.05M +$388K +2,344 +8%
QWM
239
Quaker Wealth Management
New Jersey
$5.03M +$37.3K +225 +0.7%
IA
240
IndexIQ Advisors
New York
$5M -$4.02M -24,267 -45%
CI
241
CX Institutional
Indiana
$5M +$814K +4,914 +19%
HI
242
Harbour Investments
Wisconsin
$4.98M +$4.98M +30,057 New
CAWM
243
Capital Advisors Wealth Management
Washington
$4.97M +$4.97M +30,008 New
ACA
244
Ackerman Capital Advisors
Texas
$4.89M +$94.9K +573 +2%
MFW
245
Mosaic Family Wealth
Missouri
$4.82M -$597K -3,607 -11%
WIC
246
Whitegate Investment Counselors
New Hampshire
$4.81M +$210K +1,268 +5%
BI
247
Berkeley Inc
Idaho
$4.76M +$166K +1,001 +4%
US Bancorp
248
US Bancorp
Minnesota
$4.71M +$337K +2,032 +8%
EVM
249
Eaton Vance Management
Massachusetts
$4.7M +$587K +3,544 +14%
CA
250
CGN Advisors
Kansas
$4.67M +$462K +2,791 +11%
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