VBR icon

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 %
SW
326
SlateStone Wealth
Florida
$2.57M +$1.8M +10,884 +234%
PCP
327
Proficio Capital Partners
Massachusetts
$2.54M +$2.54M +15,323 New
FFG
328
Fullen Financial Group
Ohio
$2.54M -$163K -982 -6%
WANY
329
Wealthspire Advisors (New York)
New York
$2.51M +$1.42M +8,568 +130%
Prudential Financial
330
Prudential Financial
New Jersey
$2.5M +$1.29M +7,779 +106%
CFAM
331
Center For Asset Management
Florida
$2.48M +$42.6K +257 +2%
WTFG
332
Wells Trecaso Financial Group
Ohio
$2.45M +$1.66K +10 +0.1%
ATC
333
Argent Trust Co
Tennessee
$2.41M -$36.4K -220 -1%
CF
334
Corrigan Financial
Rhode Island
$2.38M +$12.8K +77 +0.5%
HB
335
Homrich & Berg
Georgia
$2.35M +$104K +626 +5%
WSTAM
336
Wilbanks Smith & Thomas Asset Management
Virginia
$2.34M +$147K +887 +7%
TI
337
Truepoint Inc
Ohio
$2.33M -$815K -4,921 -26%
RGC
338
Roberts, Glore & Co
Illinois
$2.31M +$128K +771 +6%
VC
339
Veery Capital
Delaware
$2.29M +$52.7K +318 +2%
Lido Advisors
340
Lido Advisors
California
$2.28M +$631K +3,808 +38%
GCA
341
Gradient Capital Advisors
California
$2.28M -$751K -4,538 -25%
H
342
HoyleCohen
California
$2.27M +$500K +3,022 +28%
KOMWMG
343
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.25M +$183K +1,104 +9%
CCA
344
Column Capital Advisors
Indiana
$2.24M +$1.95M +11,800 +674%
LWM
345
Lionsbridge Wealth Management
Florida
$2.2M +$95.2K +575 +5%
BAM
346
Belpointe Asset Management
Nevada
$2.18M +$1.96M +11,860 +907%
EFS
347
Essex Financial Services
Connecticut
$2.18M +$2.18M +13,159 New
CA
348
Continuum Advisory
Idaho
$2.17M +$39.8K +235 +2%
BC
349
Burleson & Co
California
$2.17M -$2.15K -13 -0.1%
ML
350
McAdam LLC
Pennsylvania
$2.16M +$820K +4,954 +61%
12 13
14
15 16