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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.73B
2
Morgan Stanley
2
Morgan Stanley
New York
$765M
3
SEI Investments
3
SEI Investments
Pennsylvania
$149M
4
AssetMark Inc
4
AssetMark Inc
California
$493M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$53.9M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$57.8M
2
Comerica Bank
2
Comerica Bank
Texas
$16.6M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$97.8M
4
PPW
4
Parcion Private Wealth
Washington
$1.61M
5
Franklin Resources
5
Franklin Resources
California
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Ackerman Capital Advisors
Texas
$6.48M -$586K -3,277 -8%
TIM
227
Tortoise Investment Management
New York
$6.42M -$33.6K -188 -0.5%
HIP
228
HUB Investment Partners
Texas
$6.31M +$54.7K +306 +0.9%
BSB
229
Bangor Savings Bank
Maine
$6.29M +$861K +4,816 +16%
FAT
230
First American Trust
California
$6.26M -$120K -672 -2%
SFG
231
SNS Financial Group
Minnesota
$6.25M -$5.19K -29 -0.1%
RWA
232
Redhawk Wealth Advisors
Minnesota
$6.23M +$1.49M +8,337 +31%
CCA
233
Checchi Capital Advisers
California
$6.2M -$2.01M -11,259 -25%
PFP
234
Pinnacle Financial Partners
Tennessee
$6.17M +$1.49M +8,317 +32%
FCI
235
Financial Counselors Inc
Kansas
$6.09M +$43.8K +245 +0.7%
CA
236
CGN Advisors
Kansas
$6.04M +$1.39M +7,754 +30%
CIM
237
Cambria Investment Management
California
$5.96M -$5.01K -28 -0.1%
VCAM
238
Van Cleef Asset Management
Ohio
$5.95M +$1.55M +8,686 +35%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$5.91M +$91.6K +512 +2%
William Blair & Company
240
William Blair & Company
Illinois
$5.89M +$403K +2,253 +7%
FCM
241
Firestone Capital Management
Florida
$5.87M +$1.04M +5,812 +22%
CFS
242
Cannon Financial Strategists
Georgia
$5.86M -$59.4K -332 -1%
CAWM
243
Capital Advisors Wealth Management
Washington
$5.84M +$37.2K +208 +0.6%
LFS
244
Lutz Financial Services
Nebraska
$5.83M -$1.18M -6,591 -17%
SIA
245
Strategic Investment Advisors
Michigan
$5.76M +$94.6K +529 +2%
WCA
246
Windsor Creek Advisors
Vermont
$5.73M +$3.29M +18,102 +135%
IFPL
247
Investments & Financial Planning LLC
Kentucky
$5.72M +$5.72M +32,876 New
MFW
248
Mosaic Family Wealth
Missouri
$5.55M -$221K -1,233 -4%
MMA
249
Miracle Mile Advisors
California
$5.49M +$2.15K +12 +0%
MWA
250
Monograph Wealth Advisors
California
$5.44M +$5.44M +30,389 New
8 9
10
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