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

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.31B
3
AF
Allworth Financial
California
$90M
4
CCFM
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
276
Fortis Advisors
Pennsylvania
$2.55M -$30.9K -217 -1%
DC
277
Davenport & Co
Virginia
$2.53M +$41.5K +292 +2%
PCA
278
Personal Capital Advisors
California
$2.53M -$302K -2,121 -11%
IA
279
IFP Advisors
Florida
$2.5M +$194K +1,363 +8%
CC
280
Cypress Capital
Tennessee
$2.48M -$60.9K -428 -2%
ST
281
Sageworth Trust
Pennsylvania
$2.47M +$1.28M +8,987 +107%
RWG
282
Ratio Wealth Group
Colorado
$2.45M +$2.45M +17,212 New
BCM
283
Brookstone Capital Management
Illinois
$2.45M +$1.95M +13,712 +392%
CB
284
Commerce Bank
Missouri
$2.43M +$192K +1,351 +9%
LW
285
Linscomb Wealth
Texas
$2.38M +$180K +1,264 +8%
PFA
286
Pathway Financial Advisors
Vermont
$2.37M – – –
CDH
287
Charles D. Hyman
$2.36M -$1.28K -9 -0.1%
NL
288
NWAM LLC
Washington
$2.36M -$94.4K -664 -4%
FFG
289
Fullen Financial Group
Ohio
$2.32M -$312K -2,196 -12%
AA
290
Ancora Advisors
Ohio
$2.31M +$816K +5,736 +55%
CFA
291
Cahill Financial Advisors
Minnesota
$2.3M +$678K +4,772 +42%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$2.29M -$403K -2,696 -15%
KeyBank National Association
293
KeyBank National Association
Ohio
$2.26M +$2.28K +16 +0.1%
ATPW
294
Ashton Thomas Private Wealth
Arizona
$2.16M +$279K +1,963 +15%
BRWA
295
B. Riley Wealth Advisors
Florida
$2.14M -$1.03M -7,258 -33%
ATC
296
Argent Trust Co
Tennessee
$2.11M +$44.8K +315 +2%
WTFG
297
Wells Trecaso Financial Group
Ohio
$2.1M -$68.4K -481 -3%
CFAM
298
Center For Asset Management
Florida
$2.09M +$2.09M +14,686 New
CA
299
Cornerstone Advisory
Maryland
$2.08M +$146K +1,029 +8%
RJT
300
Raymond James Trust
Florida
$2.05M +$152K +1,069 +8%
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