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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.29B
2
EWA
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
AssetMark Inc
California
$431M
4
Comerica Bank
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
Aspiriant LLC
California
$153M
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
MFM
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
Allianz Asset Management
Germany
$22.6M
5
EC
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
326
Argent Trust Co
Tennessee
$2.41M -$55K -325 -2%
CF
327
Corrigan Financial
Rhode Island
$2.38M +$169 +1 +0%
AIC
328
Ameritas Investment Company
Nebraska
$2.35M +$1.17M +6,906 +99%
PCP
329
Proficio Capital Partners
Massachusetts
$2.32M -$2.94M -17,355 -56%
CANC
330
Culbertson A N & Co
Virginia
$2.31M +$338K +2,000 +17%
MAS
331
Managed Account Services
Florida
$2.31M -$460K -2,719 -17%
WANY
332
Wealthspire Advisors (New York)
New York
$2.31M -$195K -1,153 -8%
Lido Advisors
333
Lido Advisors
California
$2.3M -$7.78K -46 -0.3%
CCA
334
Column Capital Advisors
Indiana
$2.29M -$1.86K -11 -0.1%
WSTAM
335
Wilbanks Smith & Thomas Asset Management
Virginia
$2.29M -$63.5K -375 -3%
WCA
336
Windsor Creek Advisors
Vermont
$2.27M +$564K +3,331 +33%
HI
337
Harbour Investments
Wisconsin
$2.25M -$3.04M -17,953 -57%
TI
338
Truepoint Inc
Ohio
$2.25M +$14.2K +84 +0.6%
ANTB
339
AMG National Trust Bank
Colorado
$2.25M -$14.9K -88 -0.7%
CA
340
Continuum Advisory
Idaho
$2.25M +$57.2K +338 +3%
PMG
341
ProVise Management Group
Florida
$2.24M -$99.2K -586 -4%
LWM
342
Lionsbridge Wealth Management
Florida
$2.24M -$4.74K -28 -0.2%
PIMG
343
Patriot Investment Management Group
Tennessee
$2.22M -$1.86K -11 -0.1%
BDWCC
344
B&D White Capital Company
Texas
$2.2M -$26.6K -157 -1%
HWA
345
Heartwood Wealth Advisors
Virginia
$2.19M +$2.88K +17 +0.1%
BBW
346
Blue Barn Wealth
Utah
$2.17M -$2.88K -17 -0.1%
PWM
347
PBMares Wealth Management
Virginia
$2.17M +$421K +2,485 +24%
SFP
348
Sterling Financial Planning
New Jersey
$2.15M +$35.4K +209 +2%
RC
349
Roundview Capital
New Jersey
$2.14M -$3.72K -22 -0.2%
FA
350
Fermata Advisors
California
$2.13M +$53.5K +316 +3%
12 13
14
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