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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 %
MAFM
301
Mid Atlantic Financial Management
Pennsylvania
$3.06M -$389K -2,349 -11%
RJT
302
Raymond James Trust
Florida
$3.05M +$663K +4,005 +28%
EGA
303
E&G Advisors
Texas
$3.02M +$20.5K +124 +0.7%
NL
304
NWAM LLC
Washington
$3.02M +$276K +1,667 +10%
ACA
305
Atlas Capital Advisors
Wyoming
$3.01M +$921K +5,560 +44%
BJL
306
Brighton Jones LLC
Washington
$2.98M -$99.5K -601 -3%
ATPW
307
Ashton Thomas Private Wealth
Arizona
$2.97M +$447K +2,697 +18%
SW
308
SVB Wealth
Massachusetts
$2.95M +$2.54M +15,339 +626%
DY
309
Dowling & Yahnke
California
$2.94M -$84.8K -512 -3%
DSC
310
Duncker Streett & Co
Missouri
$2.92M -$445K -2,685 -13%
DC
311
Davenport & Co
Virginia
$2.91M -$38.1K -230 -1%
BRWA
312
B. Riley Wealth Advisors
Florida
$2.9M +$407K +2,459 +16%
LW
313
Linscomb Wealth
Texas
$2.84M +$79.1K +478 +3%
CC
314
Cypress Capital
Tennessee
$2.84M -$52.3K -316 -2%
MAS
315
Managed Account Services
Florida
$2.83M -$89.9K -543 -3%
JIC
316
Joel Isaacson & Co
New York
$2.76M +$375K +2,263 +16%
CDH
317
Charles D. Hyman
$2.75M – – –
CB
318
Commerce Bank
Missouri
$2.71M -$118K -715 -4%
PCA
319
Personal Capital Advisors
California
$2.7M -$242K -1,464 -8%
PMFA
320
Plante Moran Financial Advisors
Michigan
$2.68M +$920K +5,554 +52%
WA
321
WP Advisors
California
$2.67M +$1.64M +9,902 +159%
CFA
322
Cahill Financial Advisors
Minnesota
$2.66M -$13.7K -83 -0.5%
CA
323
Cetera Advisors
Colorado
$2.63M +$660K +3,986 +34%
KeyBank National Association
324
KeyBank National Association
Ohio
$2.6M -$31.6K -191 -1%
PFA
325
Pathway Financial Advisors
Vermont
$2.59M +$10.3K +60 +0.4%
11 12
13
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