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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 %
CBFP
376
Cedar Brook Financial Partners
Ohio
$1.25M +$9.53K +67 +0.8%
GWM
377
Greenhouse Wealth Management
Connecticut
$1.25M +$1.25M +8,752 New
MA
378
MONECO Advisors
Connecticut
$1.23M +$18K +120 +1%
MFS
379
McNamara Financial Services
Massachusetts
$1.23M – – –
PFP
380
Pinnacle Financial Partners
Tennessee
$1.23M +$6.83K +48 +0.6%
HCP
381
Hexagon Capital Partners
Arkansas
$1.23M -$2.84K -20 -0.2%
BC
382
Burney Company
Virginia
$1.22M +$182K +1,280 +17%
BDF
383
Black Diamond Financial
Maryland
$1.22M +$569 +4 +0%
MIM
384
Marco Investment Management
Georgia
$1.22M +$14.2K +100 +1%
LCM
385
Liberty Capital Management
Michigan
$1.22M +$1.22M +8,552 New
FPS
386
Fieldpoint Private Securities
Connecticut
$1.22M +$735K +5,168 +153%
FCM
387
Firestone Capital Management
Florida
$1.21M +$1.2M +8,422 +10,026%
ML
388
McAdam LLC
Pennsylvania
$1.21M +$616K +4,126 +104%
TPCW
389
TD Private Client Wealth
New York
$1.21M -$94.9K -667 -7%
MFT
390
Moisand Fitzgerald Tamayo
Florida
$1.2M -$40.1K -282 -3%
FANJ
391
Financial Architects (New Jersey)
New Jersey
$1.19M -$289K -2,035 -20%
MHIC
392
Marble Harbor Investment Counsel
Massachusetts
$1.19M +$14.2K +100 +1%
SWP
393
Stratos Wealth Partners
Ohio
$1.18M -$3.01M -21,169 -72%
TCM
394
Telos Capital Management
California
$1.18M +$23.2K +163 +2%
GBT
395
Grove Bank & Trust
Florida
$1.18M -$55.7K -392 -5%
SWM
396
SVA Wealth Management
Wisconsin
$1.17M -$137K -962 -10%
FHA
397
Flagship Harbor Advisors
Massachusetts
$1.17M +$101K +710 +9%
SFP
398
Strategic Financial Partners
Oregon
$1.15M +$4.83K +34 +0.4%
GPA
399
Guidance Point Advisors
Massachusetts
$1.15M +$7.11K +50 +0.6%
GWM
400
Geneos Wealth Management
Colorado
$1.14M +$431K +3,351 +61%
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16
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