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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 %
CAN
351
Claraphi Advisory Network
United States
$2.12M +$256K +1,513 +14%
AFP
352
Ausdal Financial Partners
Iowa
$2.1M +$153K +903 +8%
OIA
353
OneDigital Investment Advisors
Kansas
$2.08M +$48.1K +284 +2%
PMFA
354
Plante Moran Financial Advisors
Michigan
$2.06M -$773K -4,569 -27%
APSP
355
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.05M -$3.22K -19 -0.2%
CAG
356
Csenge Advisory Group
Florida
$2.04M +$28.3K +164 +1%
KeyBank National Association
357
KeyBank National Association
Ohio
$2.01M -$302K -1,784 -13%
GP
358
Girard Partners
Pennsylvania
$2.01M +$15.6K +92 +0.8%
MECA
359
Miller Equity Capital Advisors
Texas
$2M – – –
GCA
360
Gradient Capital Advisors
California
$1.99M -$103K -606 -5%
PCA
361
Personal Capital Advisors
California
$1.96M -$102K -601 -5%
BF
362
BOK Financial
Oklahoma
$1.95M +$1.95M +11,529 New
ZIG
363
Zurich Insurance Group
Switzerland
$1.94M – – –
CCM
364
Condor Capital Management
New Jersey
$1.93M +$42K +248 +2%
JFA
365
Johanson Financial Advisors
California
$1.92M +$27.4K +162 +1%
V
366
Veritable
Delaware
$1.9M -$21.2K -125 -1%
WBC
367
West Branch Capital
Massachusetts
$1.87M -$15.9K -94 -0.8%
TCOV
368
Trust Company of Vermont
Vermont
$1.85M +$409K +2,417 +28%
BCM
369
BTC Capital Management
Iowa
$1.84M -$15.2K -89 -0.8%
SJL
370
Shayne & Jacobs LLC
Tennessee
$1.84M – – –
MHIC
371
Marble Harbor Investment Counsel
Massachusetts
$1.83M +$71.9K +425 +4%
EA
372
Eclectic Associates
California
$1.83M +$10.5K +62 +0.6%
HR
373
Hardy Reed
Mississippi
$1.83M +$126K +746 +7%
VWA
374
Visionary Wealth Advisors
Illinois
$1.81M -$112K -661 -6%
CAG
375
Curtis Advisory Group
California
$1.8M +$11K +65 +0.6%
13 14
15
16 17