VBR icon

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 %
TC
276
Tenret Company
Florida
$3.98M +$3.98M +22,938 New
VCAM
277
Van Cleef Asset Management
Ohio
$3.96M +$71.2K +410 +2%
FWP
278
FAS Wealth Partners
Kansas
$3.93M +$27.4K +158 +0.7%
BOPW
279
Brandywine Oak Private Wealth
Pennsylvania
$3.92M +$114K +654 +3%
ATPW
280
Ashton Thomas Private Wealth
Arizona
$3.91M +$803K +4,623 +26%
Luther King Capital Management (LKCM)
281
Luther King Capital Management (LKCM)
Texas
$3.91M – – –
CL
282
CSS LLC
Illinois
$3.85M -$782K -4,500 -17%
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$3.85M +$3.85M +22,149 New
BRG
284
Bay Rivers Group
Virginia
$3.85M -$24.3K -140 -0.6%
DC
285
Davenport & Co
Virginia
$3.79M +$744K +4,282 +24%
FI
286
FormulaFolio Investments
Michigan
$3.77M -$249K -1,433 -6%
SB
287
Simmons Bank
Arkansas
$3.72M -$8.86K -51 -0.2%
CWM
288
Chicago Wealth Management
Illinois
$3.69M +$311K +1,792 +9%
LIA
289
LS Investment Advisors
Michigan
$3.67M -$16.5K -95 -0.4%
CT
290
Clearstead Trust
Maine
$3.67M -$176K -960 -5%
CT
291
Coastline Trust
Rhode Island
$3.67M -$2.78K -16 -0.1%
SWA
292
SOA Wealth Advisors
New York
$3.61M -$1.29M -7,413 -26%
ASN
293
Advisory Services Network
Georgia
$3.6M +$127K +732 +4%
EF
294
Empowered Funds
Pennsylvania
$3.6M +$1.25M +7,184 +53%
UB
295
UMB Bank
Missouri
$3.58M -$132K -763 -4%
MCM
296
Manchester Capital Management
Vermont
$3.58M – – –
FUBT
297
First United Bank & Trust
Maryland
$3.5M +$241K +1,388 +7%
NNP
298
Nachman Norwood & Parrott
South Carolina
$3.49M +$160K +924 +5%
BSB
299
Bangor Savings Bank
Maine
$3.47M +$40.6K +234 +1%
SW
300
SlateStone Wealth
Florida
$3.46M +$761K +4,379 +28%
10 11
12
13 14