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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 %
RC
351
Roundview Capital
New Jersey
$2.13M +$5.96K +36 +0.3%
PIMG
352
Patriot Investment Management Group
Tennessee
$2.13M +$2.13M +12,849 New
BWP
353
BSW Wealth Partners
Colorado
$2.12M +$261K +1,579 +14%
ANTB
354
AMG National Trust Bank
Colorado
$2.1M +$134K +812 +7%
BDWCC
355
B&D White Capital Company
Texas
$2.07M +$333K +2,112 +19%
SFP
356
Sterling Financial Planning
New Jersey
$2.06M +$386K +2,331 +23%
FA
357
Fermata Advisors
California
$2.06M +$2.06M +12,591 New
APSP
358
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.01M -$37.3K -225 -2%
GP
359
Girard Partners
Pennsylvania
$2M -$133K -803 -6%
MCCP
360
Mission Creek Capital Partners
California
$1.97M +$186K +1,121 +10%
FWI
361
Facet Wealth Inc
Maryland
$1.95M -$251K -1,514 -11%
MECA
362
Miller Equity Capital Advisors
Texas
$1.95M -$9.94K -60 -0.5%
VFA
363
Voya Financial Advisors
Connecticut
$1.94M -$208K -1,256 -10%
CANC
364
Culbertson A N & Co
Virginia
$1.94M -$62.3K -376 -3%
ZIG
365
Zurich Insurance Group
Switzerland
$1.94M +$1.94M +11,430 New
AFP
366
Ausdal Financial Partners
Iowa
$1.93M +$63.6K +384 +3%
EF
367
Empowered Funds
Pennsylvania
$1.92M – – –
HWA
368
Heartwood Wealth Advisors
Virginia
$1.92M +$157K +951 +9%
KWM
369
Kingsview Wealth Management
Oregon
$1.91M +$796K +4,791 +72%
JFA
370
Johanson Financial Advisors
California
$1.89M -$41.9K -248 -2%
CAM
371
Cresset Asset Management
Illinois
$1.89M -$29.3M -176,915 -94%
HMS
372
Hanseatic Management Services
New Mexico
$1.88M -$246K -1,487 -12%
V
373
Veritable
Delaware
$1.88M – – –
CFD
374
Creative Financial Designs
Indiana
$1.88M +$7.45K +45 +0.4%
KA
375
Kovack Advisors
Florida
$1.87M +$45.9K +277 +3%
13 14
15
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