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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 %
ST
276
Sageworth Trust
Pennsylvania
$3.72M +$843K +5,090 +29%
VCAM
277
Van Cleef Asset Management
Ohio
$3.71M -$107K -647 -3%
BRG
278
Bay Rivers Group
Virginia
$3.69M +$21K +127 +0.6%
FAIM
279
Financial Advocates Investment Management
Washington
$3.67M +$1.86M +19,151 +103%
BOPW
280
Brandywine Oak Private Wealth
Pennsylvania
$3.63M -$560K -3,385 -13%
SB
281
Simmons Bank
Arkansas
$3.56M -$67.1K -405 -2%
UB
282
UMB Bank
Missouri
$3.54M +$427K +2,578 +14%
FCM
283
Firestone Capital Management
Florida
$3.53M +$2.12M +12,815 +151%
LIA
284
LS Investment Advisors
Michigan
$3.52M +$994 +6 +0%
RVPG
285
Relative Value Partners Group
$3.51M +$1.59M +9,575 +82%
CT
286
Coastline Trust
Rhode Island
$3.5M -$556K -3,355 -14%
CT
287
Clearstead Trust
Maine
$3.47M +$3.47M +20,954 New
MCM
288
Manchester Capital Management
Vermont
$3.42M -$29.3K -177 -0.9%
TCWA
289
Ten Capital Wealth Advisors
Washington
$3.41M +$1.66M +10,039 +95%
RWG
290
Ratio Wealth Group
Colorado
$3.39M +$541K +3,265 +19%
ZC
291
Zeit Capital
Colorado
$3.32M -$103K -619 -3%
ASN
292
Advisory Services Network
Georgia
$3.31M +$252K +1,521 +8%
CPIG
293
Chicago Partners Investment Group
Illinois
$3.31M +$20K +116 +0.6%
BSB
294
Bangor Savings Bank
Maine
$3.27M +$258K +1,557 +9%
CWM
295
Chicago Wealth Management
Illinois
$3.23M +$3.23M +19,476 New
IWM
296
IHT Wealth Management
Illinois
$3.22M +$102K +616 +3%
NNP
297
Nachman Norwood & Parrott
South Carolina
$3.18M +$65.9K +398 +2%
EFG
298
Everhart Financial Group
Ohio
$3.11M -$108K -652 -3%
FUBT
299
First United Bank & Trust
Maryland
$3.11M +$811K +4,894 +35%
CAMG
300
CWA Asset Management Group
Florida
$3.06M +$73.9K +446 +2%
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