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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.73B
2
Morgan Stanley
Morgan Stanley
New York
$765M
3
SEI Investments
SEI Investments
Pennsylvania
$149M
4
AssetMark Inc
AssetMark Inc
California
$493M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$53.9M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
$57.8M
2
Comerica Bank
Comerica Bank
Texas
$16.6M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$97.8M
4
PPW
Parcion Private Wealth
Washington
$1.61M
5
Franklin Resources
Franklin Resources
California
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
351
Simmons Bank
Arkansas
$2.91M -$832K -4,651 -22%
AWM
352
Apollon Wealth Management
South Carolina
$2.9M +$2.9M +16,239 New
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$2.89M +$2.89M +16,146 New
Vanguard Group
354
Vanguard Group
Pennsylvania
$2.86M -$2.43M -13,589 -46%
VC
355
Veery Capital
Delaware
$2.86M +$73K +408 +3%
TA
356
TruWealth Advisors
Louisiana
$2.85M +$60.8K +340 +2%
KSWA
357
Kathleen S. Wright Associates
Pennsylvania
$2.81M +$2.81M +15,701 New
LFA
358
Level Financial Advisors
New York
$2.8M +$2.8M +15,650 New
DSC
359
Duncker Streett & Co
Missouri
$2.78M -$52.8K -295 -2%
ACA
360
Atlas Capital Advisors
Wyoming
$2.78M -$576K -3,219 -17%
MA
361
MAS Advisors
Florida
$2.72M +$2.72M +15,194 New
FFG
362
Fullen Financial Group
Ohio
$2.71M +$17.2K +96 +0.6%
MCA
363
MSH Capital Advisors
Arizona
$2.69M +$2.69M +15,025 New
JIC
364
JRM Investment Counsel
Nebraska
$2.67M +$2.67M +14,901 New
WTFG
365
Wells Trecaso Financial Group
Ohio
$2.63M +$9.3K +52 +0.4%
AF
366
Advisornet Financial
Minnesota
$2.63M +$1.71M +9,566 +187%
WCA
367
Waypoint Capital Advisors
Minnesota
$2.62M +$2.62M +14,664 New
PFG
368
Pinnacle Financial Group
Illinois
$2.6M +$2.6M +14,510 New
CFAM
369
Center For Asset Management
Florida
$2.58M -$6.8K -38 -0.3%
PFA
370
Pathway Financial Advisors
Vermont
$2.57M +$2.57M +15,055 New
GI
371
Glovista Investments
New Jersey
$2.57M +$2.57M +14,367 New
HA
372
HFG Advisors
Ohio
$2.56M +$2.56M +14,284 New
FA
373
Faithward Advisors
Pennsylvania
$2.53M -$27.2K -152 -1%
Lido Advisors
374
Lido Advisors
California
$2.51M +$85.3K +477 +4%
DY
375
Dowling & Yahnke
California
$2.51M -$243K -1,358 -9%
13 14
15
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