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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 %
JIC
301
Joel Isaacson & Co
New York
$2.05M +$61.6K +433 +3%
CF
302
Corrigan Financial
Rhode Island
$2.03M +$8.53K +60 +0.4%
FUBT
303
First United Bank & Trust
Maryland
$1.97M +$635K +4,463 +47%
HB
304
Homrich & Berg
Georgia
$1.93M +$43.7K +307 +2%
EF
305
Empowered Funds
Pennsylvania
$1.92M +$1.92M +13,528 New
VC
306
Veery Capital
Delaware
$1.92M +$1.92M +13,491 New
Citadel Advisors
307
Citadel Advisors
Florida
$1.9M +$1.9M +13,365 New
FWI
308
Facet Wealth Inc
Maryland
$1.89M +$1.89M +13,300 New
WSTAM
309
Wilbanks Smith & Thomas Asset Management
Virginia
$1.89M -$60.7K -427 -3%
RGC
310
Roberts, Glore & Co
Illinois
$1.88M +$810K +5,696 +76%
BC
311
Burleson & Co
California
$1.86M -$197K -1,388 -10%
VFA
312
Voya Financial Advisors
Connecticut
$1.84M -$51K -359 -3%
GP
313
Girard Partners
Pennsylvania
$1.83M +$115K +808 +7%
HMS
314
Hanseatic Management Services
New Mexico
$1.83M +$1.83M +12,830 New
RC
315
Roundview Capital
New Jersey
$1.82M +$1.02M +7,157 +126%
TC
316
TAP Consulting
Missouri
$1.82M -$125K -876 -6%
IWA
317
Intercontinental Wealth Advisors
Texas
$1.81M – – –
LWM
318
Lionsbridge Wealth Management
Florida
$1.81M +$1.81M +12,694 New
ACA
319
Atlas Capital Advisors
Wyoming
$1.8M +$307K +2,161 +21%
CA
320
Continuum Advisory
Idaho
$1.79M +$208K +1,461 +13%
KOMWMG
321
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.78M +$128K +902 +8%
APSP
322
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.76M -$342K -2,403 -16%
CANC
323
Culbertson A N & Co
Virginia
$1.72M +$32K +225 +2%
BFA
324
Beacon Financial Advisory
Ohio
$1.7M +$200K +1,410 +13%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$1.69M – – –
11 12
13
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