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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
+$108M
2
AL
Aspiriant LLC
California
+$95.4M
3
Bank of America
Bank of America
North Carolina
+$56.6M
4
BF
BOK Financial
Oklahoma
+$31.1M
5
FI
FormulaFolio Investments
Michigan
+$29.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$60.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$58.6M
3
AF
Allworth Financial
California
-$56.7M
4
CCFM
Clear Creek Financial Management
Washington
-$28.5M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
351
Plante Moran Financial Advisors
Michigan
$1.51M +$653K +4,588 +76%
SJL
352
Shayne & Jacobs LLC
Tennessee
$1.51M +$27.2K +191 +2%
TCWA
353
Ten Capital Wealth Advisors
Washington
$1.5M +$68K +478 +5%
HR
354
Hardy Reed
Mississippi
$1.5M -$138K -971 -8%
HWM
355
Hemington Wealth Management
Virginia
$1.49M +$1.49M +10,454 New
NFC
356
Northeast Financial Consultants
Connecticut
$1.45M -$114K -800 -7%
SFP
357
Sterling Financial Planning
New Jersey
$1.44M +$1.44M +10,105 New
Lido Advisors
358
Lido Advisors
California
$1.42M +$216K +1,517 +18%
TFF
359
The Family Firm
Maryland
$1.41M +$689K +4,569 +95%
JWCA
360
J.W. Cole Advisors
Florida
$1.4M +$159K +1,116 +13%
EA
361
Eclectic Associates
California
$1.4M +$1.4M +9,834 New
CAG
362
Curtis Advisory Group
California
$1.4M +$245K +1,725 +21%
DLG
363
Daniel L. Goodwin
$1.39M -$28.4K -200 -2%
ADL
364
Asset Dedication LLC
California
$1.38M -$50.8K -357 -4%
LWP
365
Legacy Wealth Planning
Nevada
$1.33M +$41.9K +295 +3%
GA
366
GFS Advisors
Texas
$1.32M -$3.98K -28 -0.3%
ST
367
Smithfield Trust
Pennsylvania
$1.31M +$67.4K +474 +5%
JC
368
Jentner Corp
Ohio
$1.31M -$6.83K -48 -0.5%
REMPR
369
Roof Eidam Maycock Peralta (REMP)
California
$1.3M -$164K -1,150 -11%
PWAC
370
Private Wealth Advisors (California)
California
$1.3M +$129K +860 +11%
PA
371
Paracle Advisors
Washington
$1.29M -$27K -190 -2%
PD
372
Planning Directions
Pennsylvania
$1.29M +$105K +735 +9%
1WA
373
180 Wealth Advisors
Washington
$1.27M -$10.8K -71 -0.8%
CS
374
Capital Square
Tennessee
$1.26M +$217K +1,530 +21%
PJB
375
Paul John Balson
California
$1.26M +$35.6K +250 +3%
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