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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

988 hedge funds and large institutions have $14.1B invested in Vanguard Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 416 increasing their positions, 331 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
Holders Change
+15
Holders Change %
+1.54%
% of All Funds
17.25%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.43%
New
88
Increased
416
Reduced
331
Closed
58
Calls
$8.25M
Puts
$7.12M
Net Calls
+$1.13M
Net Calls Change
+$3.08M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.1B
2
BCM
2
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
UBS Group
4
UBS Group
Switzerland
$276M
5
CAM
5
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$729M
3
SFS
3
Sowell Financial Services
Arkansas
$4.28M
4
CWM
4
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
226
Financial Counselors Inc
Kansas
$5.82M -$35.6K -205 -0.6%
SS
227
Simplicity Solutions
Minnesota
$5.78M -$304K -1,748 -5%
RVPG
228
Relative Value Partners Group
$5.72M +$2.04M +11,745 +55%
WIC
229
Whitegate Investment Counselors
New Hampshire
$5.59M +$546K +3,146 +11%
SPC
230
Sigma Planning Corp
Michigan
$5.57M +$74.3K +428 +1%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$5.56M +$255K +1,471 +5%
BWFA
232
Baltimore-Washington Financial Advisors
Maryland
$5.51M +$1.39K +8 +0%
CAWM
233
Capital Advisors Wealth Management
Washington
$5.47M +$261K +1,503 +5%
MFW
234
Mosaic Family Wealth
Missouri
$5.47M +$411K +2,365 +8%
HI
235
Harbour Investments
Wisconsin
$5.43M +$205K +1,182 +4%
PCP
236
Proficio Capital Partners
Massachusetts
$5.4M +$2.74M +15,751 +103%
MMA
237
Miracle Mile Advisors
California
$5.37M -$334K -1,923 -6%
WPWM
238
Windward Private Wealth Management
Kansas
$5.36M -$851K -4,898 -14%
MIS
239
Morningstar Investment Services
Illinois
$5.35M -$54.5M -315,548 -91%
SIA
240
Strategic Investment Advisors
Michigan
$5.33M -$472K -2,719 -8%
William Blair & Company
241
William Blair & Company
Illinois
$5.18M +$492K +2,835 +11%
CI
242
CX Institutional
Indiana
$5.06M -$182K -1,048 -3%
NFG
243
Next Financial Group
Texas
$5.02M -$318K -1,833 -6%
HIP
244
HUB Investment Partners
Texas
$5.01M +$950K +5,473 +23%
SW
245
SVB Wealth
Massachusetts
$5M +$1.91M +11,012 +62%
BI
246
Berkeley Inc
Idaho
$4.99M -$2.95K -17 -0.1%
PFP
247
Pinnacle Financial Partners
Tennessee
$4.95M -$1.36M -7,840 -22%
PWA
248
Pinnacle Wealth Advisors
Tennessee
$4.95M +$4.95M +28,497 New
CA
249
CGN Advisors
Kansas
$4.87M -$21.7K -125 -0.4%
EVM
250
Eaton Vance Management
Massachusetts
$4.87M -$55.4K -319 -1%
8 9
10
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