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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.29B
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
3
AssetMark Inc
California
$431M
4
Comerica Bank
4
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
1
Aspiriant LLC
California
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$678M
3
MFM
3
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$22.6M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
276
Simmons Bank
Arkansas
$3.54M -$90.7K -536 -3%
CPIG
277
Chicago Partners Investment Group
Illinois
$3.5M +$36.4K +197 +1%
MAFM
278
Mid Atlantic Financial Management
Pennsylvania
$3.48M +$384K +2,267 +12%
MCM
279
Manchester Capital Management
Vermont
$3.47M -$20.3K -120 -0.6%
IWM
280
IHT Wealth Management
Illinois
$3.46M +$245K +1,448 +8%
ATPW
281
Ashton Thomas Private Wealth
Arizona
$3.44M -$373K -2,206 -10%
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$3.43M +$515K +3,044 +18%
EFS
283
Essex Financial Services
Connecticut
$3.33M +$1.11M +6,533 +50%
RWG
284
Ratio Wealth Group
Colorado
$3.32M -$581K -3,432 -15%
ZC
285
Zeit Capital
Colorado
$3.26M +$22.5K +133 +0.7%
LIA
286
LS Investment Advisors
Michigan
$3.26M -$321K -1,894 -9%
RJT
287
Raymond James Trust
Florida
$3.26M +$148K +873 +5%
BRWA
288
B. Riley Wealth Advisors
Florida
$3.23M +$145K +855 +5%
EFG
289
Everhart Financial Group
Ohio
$3.23M -$122K -719 -4%
CS
290
Comerica Securities
Michigan
$3.22M -$52K -307 -2%
CC
291
Cypress Capital
Tennessee
$3.22M +$3.22M +18,992 New
MAG
292
MRA Advisory Group
New Jersey
$3.21M +$3.21M +18,985 New
FUBT
293
First United Bank & Trust
Maryland
$3.18M -$224K -1,326 -7%
LW
294
Linscomb Wealth
Texas
$3.18M +$143K +842 +5%
ACA
295
Atlas Capital Advisors
Wyoming
$3.17M -$82.4K -487 -3%
CAMG
296
CWA Asset Management Group
Florida
$3.14M +$7.11K +42 +0.2%
CA
297
Cetera Advisors
Colorado
$3.13M +$131K +775 +4%
CB
298
Commerce Bank
Missouri
$3.11M +$196K +1,156 +7%
EGA
299
E&G Advisors
Texas
$3.08M +$3.08M +18,204 New
SWA
300
SOA Wealth Advisors
New York
$3.06M -$453K -2,679 -13%
10 11
12
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