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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
1
Bank of America
North Carolina
$2.1B
2
BCM
2
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
UBS Group
4
UBS Group
Switzerland
$276M
5
CAM
5
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$729M
3
SFS
3
Sowell Financial Services
Arkansas
$4.28M
4
CWM
4
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
326
Financial Advocates Investment Management
Washington
$2.9M -$3.59M -20,832 -55%
CDH
327
Charles D. Hyman
$2.88M – – –
WA
328
WP Advisors
California
$2.87M +$66.7K +384 +2%
MAS
329
Managed Account Services
Florida
$2.84M -$121K -694 -4%
CFA
330
Cahill Financial Advisors
Minnesota
$2.77M -$20.8K -120 -0.7%
DY
331
Dowling & Yahnke
California
$2.77M -$313K -1,805 -10%
HMS
332
Hanseatic Management Services
New Mexico
$2.69M +$715K +4,119 +36%
FFG
333
Fullen Financial Group
Ohio
$2.64M -$21.4K -123 -0.8%
KOMWMG
334
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.63M +$261K +1,505 +11%
WANY
335
Wealthspire Advisors (New York)
New York
$2.57M -$66.3K -382 -3%
WTFG
336
Wells Trecaso Financial Group
Ohio
$2.57M +$1.74K +10 +0.1%
VC
337
Veery Capital
Delaware
$2.54M +$140K +808 +6%
ATC
338
Argent Trust Co
Tennessee
$2.53M – – –
PAI
339
Pittenger & Anderson Inc
Nebraska
$2.45M +$2.34M +13,490 +2,267%
CF
340
Corrigan Financial
Rhode Island
$2.44M -$54K -311 -2%
CFAM
341
Center For Asset Management
Florida
$2.44M -$153K -878 -6%
TA
342
TruWealth Advisors
Louisiana
$2.42M +$2.42M +13,945 New
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$2.42M -$41.3K -238 -2%
RGC
344
Roberts, Glore & Co
Illinois
$2.42M -$11.6K -67 -0.5%
TFP
345
Triune Financial Partners
Kansas
$2.41M +$2.41M +13,887 New
PMG
346
ProVise Management Group
Florida
$2.4M -$1.55M -8,910 -39%
KeyBank National Association
347
KeyBank National Association
Ohio
$2.37M -$351K -2,023 -13%
Lido Advisors
348
Lido Advisors
California
$2.37M -$23.8K -137 -1%
MCCP
349
Mission Creek Capital Partners
California
$2.37M +$302K +1,738 +15%
CCA
350
Column Capital Advisors
Indiana
$2.36M +$1.91K +11 +0.1%
12 13
14
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