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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 %
ANTB
326
AMG National Trust Bank
Colorado
$1.69M +$37.7K +265 +2%
CA
327
Cetera Advisors
Colorado
$1.69M -$35.8K -252 -2%
MECA
328
Miller Equity Capital Advisors
Texas
$1.68M -$21K -148 -1%
RRC
329
Relaxing Retirement Coach
Massachusetts
$1.68M -$4.67M -32,865 -74%
M&T Bank
330
M&T Bank
New York
$1.67M +$30.9K +217 +2%
WBC
331
West Branch Capital
Massachusetts
$1.67M -$119K -839 -7%
BEAM
332
Baker Ellis Asset Management
Washington
$1.66M -$411K -2,888 -20%
RVPG
333
Relative Value Partners Group
$1.65M +$780K +5,482 +89%
JFA
334
Johanson Financial Advisors
California
$1.63M -$3.41K -24 -0.2%
V
335
Veritable
Delaware
$1.61M – – –
CFD
336
Creative Financial Designs
Indiana
$1.61M +$213K +1,500 +15%
AFP
337
Ausdal Financial Partners
Iowa
$1.6M -$46.4K -326 -3%
CCM
338
Condor Capital Management
New Jersey
$1.6M -$8.25K -58 -0.5%
BWP
339
BSW Wealth Partners
Colorado
$1.59M -$117K -824 -7%
TFA
340
Tobias Financial Advisors
Florida
$1.59M -$21.8K -153 -1%
OIA
341
OneDigital Investment Advisors
Kansas
$1.58M +$84.9K +597 +6%
BDWCC
342
B&D White Capital Company
Texas
$1.57M +$1.57M +11,028 New
KA
343
Kovack Advisors
Florida
$1.57M +$1M +7,036 +177%
COF
344
Capital One Financial
Virginia
$1.56M +$192K +1,350 +14%
NOI
345
Newton One Investments
Delaware
$1.55M +$1.55M +10,926 New
MCCP
346
Mission Creek Capital Partners
California
$1.53M +$419K +2,944 +38%
BCM
347
BTC Capital Management
Iowa
$1.52M +$6.56K +46 +0.4%
CS
348
Comerica Securities
Michigan
$1.52M +$345K +2,427 +29%
HWA
349
Heartwood Wealth Advisors
Virginia
$1.52M +$65.4K +460 +5%
H
350
HoyleCohen
California
$1.52M +$341K +2,398 +29%
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14
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