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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
Bank of America
North Carolina
$2.1B
2
BCM
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
Goldman Sachs
New York
$166M
4
UBS Group
UBS Group
Switzerland
$276M
5
CAM
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
Morgan Stanley
New York
$729M
3
SFS
Sowell Financial Services
Arkansas
$4.28M
4
CWM
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
301
Brighton Jones LLC
Washington
$3.44M +$318K +1,830 +10%
EFG
302
Everhart Financial Group
Ohio
$3.44M +$176K +1,013 +5%
EP
303
Eudaimonia Partners
Tennessee
$3.43M +$1.85M +10,670 +117%
CS
304
Comerica Securities
Michigan
$3.36M +$1.42M +8,202 +74%
Jane Street
305
Jane Street
New York
$3.34M +$1.79M +10,279 +115%
ACA
306
Atlas Capital Advisors
Wyoming
$3.34M +$179K +1,029 +6%
ZC
307
Zeit Capital
Colorado
$3.32M -$162K -930 -5%
IWM
308
IHT Wealth Management
Illinois
$3.3M -$80.8K -465 -2%
CAMG
309
CWA Asset Management Group
Florida
$3.25M +$7.19K +41 +0.2%
RJT
310
Raymond James Trust
Florida
$3.19M -$6.77K -39 -0.2%
CPIG
311
Chicago Partners Investment Group
Illinois
$3.19M -$72.7K -428 -2%
MAFM
312
Mid Atlantic Financial Management
Pennsylvania
$3.18M -$33K -190 -1%
EGA
313
E&G Advisors
Texas
$3.17M -$3.02M -18,244 Closed
BRWA
314
B. Riley Wealth Advisors
Florida
$3.17M +$127K +730 +4%
JIC
315
Joel Isaacson & Co
New York
$3.16M +$267K +1,539 +9%
NL
316
NWAM LLC
Washington
$3.15M -$11.8K -68 -0.4%
DSC
317
Duncker Streett & Co
Missouri
$3.11M +$54.5K +314 +2%
LW
318
Linscomb Wealth
Texas
$3.11M +$130K +747 +4%
OMC
319
Old Mission Capital
Illinois
$3.11M +$3.11M +17,910 New
CA
320
Cetera Advisors
Colorado
$3.07M +$319K +1,838 +12%
BCM
321
Beck Capital Management
Texas
$3.06M -$3.04M -17,507 -50%
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$2.99M +$2.49M +14,313 +490%
CB
323
Commerce Bank
Missouri
$2.99M +$154K +886 +5%
TNBTD
324
Trustmark National Bank Trust Department
Mississippi
$2.95M +$1.66M +9,578 +129%
PMFA
325
Plante Moran Financial Advisors
Michigan
$2.91M +$92.7K +534 +3%
11 12
13
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