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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
+$631M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
3
HighTower Advisors
HighTower Advisors
Illinois
+$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$81.9M
5
CFM
Comprehensive Financial Management
California
+$62.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.6M
2
Comerica Bank
Comerica Bank
Texas
-$41.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$40.4M
4
SGAM
Stephens Group Asset Management
Arkansas
-$39.3M
5
FI
FormulaFolio Investments
Michigan
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
251
SOA Wealth Advisors
New York
$4.67M -$20.9K -126 -0.4%
CFO
252
CVA Family Office
Colorado
$4.58M +$3.97M +23,973 +648%
BAIA
253
Bel Air Investment Advisors
California
$4.55M +$4.55M +27,467 New
NWM
254
Northwest Wealth Management
Iowa
$4.52M -$291K -1,756 -6%
WP
255
WealthShield Partners
North Carolina
$4.48M -$346K -2,089 -7%
William Blair & Company
256
William Blair & Company
Illinois
$4.47M +$370K +2,237 +9%
RWA
257
Redhawk Wealth Advisors
Minnesota
$4.44M -$1.35M -8,132 -23%
GIM
258
Goelzer Investment Management
Indiana
$4.43M -$363K -2,194 -8%
SFO
259
Stokes Family Office
Louisiana
$4.42M +$13.4K +81 +0.3%
CL
260
CSS LLC
Illinois
$4.42M +$4.42M +26,662 New
CWM
261
Cranbrook Wealth Management
Michigan
$4.25M -$309K -1,868 -7%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17M +$123K +740 +3%
VA
263
Valmark Advisers
Ohio
$4.1M +$3.4M +20,536 +486%
IHWM
264
Iron Horse Wealth Management
Iowa
$4.08M +$192K +1,157 +5%
AIC
265
Ameritas Investment Company
Nebraska
$4.07M +$3.28M +19,799 +417%
BFS
266
Bard Financial Services
Connecticut
$4.05M +$255K +1,542 +7%
FI
267
FormulaFolio Investments
Michigan
$4.02M -$35.2M -202,493 -90%
ACS
268
Archford Capital Strategies
Illinois
$4M +$13.4K +79 +0.3%
WCM
269
Windham Capital Management
Massachusetts
$3.96M – – –
IA
270
IFP Advisors
Florida
$3.95M +$1.05M +6,323 +36%
WT
271
Whittier Trust
California
$3.87M -$50.7K -306 -1%
HIP
272
HUB Investment Partners
Texas
$3.87M +$3.87M +23,360 New
PMG
273
ProVise Management Group
Florida
$3.77M -$133K -801 -3%
FWP
274
FAS Wealth Partners
Kansas
$3.72M +$119K +716 +3%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$3.72M +$514K +3,105 +16%
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