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

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
Morgan Stanley
New York
$729M
3
SFS
Sowell Financial Services
Arkansas
$4.28M
4
CWM
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
351
AMG National Trust Bank
Colorado
$2.32M +$114K +658 +5%
LWM
352
Lionsbridge Wealth Management
Florida
$2.31M +$2.08K +12 +0.1%
TI
353
Truepoint Inc
Ohio
$2.29M -$156K -899 -6%
BDWCC
354
B&D White Capital Company
Texas
$2.29M +$6.6K +38 +0.3%
PIMG
355
Patriot Investment Management Group
Tennessee
$2.28M +$45.3K +261 +2%
HWA
356
Heartwood Wealth Advisors
Virginia
$2.25M +$228K +1,314 +11%
CA
357
Continuum Advisory
Idaho
$2.25M +$20.1K +116 +0.9%
BBW
358
Blue Barn Wealth
Utah
$2.23M +$2.23M +12,838 New
Citadel Advisors
359
Citadel Advisors
Florida
$2.22M +$2.22M +12,782 New
RC
360
Roundview Capital
New Jersey
$2.2M -$34.4K -198 -2%
RPSA
361
Richard P. Slaughter Associates
Texas
$2.18M +$580K +3,340 +36%
EFS
362
Essex Financial Services
Connecticut
$2.18M – – –
SFP
363
Sterling Financial Planning
New Jersey
$2.17M +$13.5K +78 +0.6%
JWCA
364
J.W. Cole Advisors
Florida
$2.16M +$376K +2,164 +21%
KA
365
Kovack Advisors
Florida
$2.15M +$190K +1,094 +10%
GCA
366
Gradient Capital Advisors
California
$2.14M -$245K -1,411 -10%
AIC
367
Ameritas Investment Company
Nebraska
$2.13M -$5.37M -17,580 -72%
FA
368
Fermata Advisors
California
$2.13M -$61.7K -355 -3%
PCA
369
Personal Capital Advisors
California
$2.12M -$711K -4,091 -25%
APSP
370
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.1M -$7.81K -45 -0.4%
RPGK
371
Retirement Planning Group (Kansas)
Kansas
$2.09M +$2.09M +12,030 New
OIA
372
OneDigital Investment Advisors
Kansas
$2.09M +$185K +1,065 +10%
MECA
373
Miller Equity Capital Advisors
Texas
$2.05M – – –
CAG
374
Csenge Advisory Group
Florida
$2.04M +$980K +5,588 +92%
GP
375
Girard Partners
Pennsylvania
$2.04M -$56.4K -325 -3%
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