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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 %
CANC
376
Culbertson A N & Co
Virginia
$2.03M -$6.95K -40 -0.3%
SC
377
Scotia Capital
Ontario, Canada
$2.02M +$546K +3,143 +37%
AFP
378
Ausdal Financial Partners
Iowa
$2M -$18.9K -109 -0.9%
V
379
Veritable
Delaware
$1.97M – – –
VWA
380
Visionary Wealth Advisors
Illinois
$1.97M -$6.6M -38,016 -77%
ZIG
381
Zurich Insurance Group
Switzerland
$1.94M – – –
WBC
382
West Branch Capital
Massachusetts
$1.94M -$10.9K -63 -0.6%
CCM
383
Condor Capital Management
New Jersey
$1.93M +$23.1K +133 +1%
CAN
384
Claraphi Advisory Network
United States
$1.91M +$146K +842 +8%
BCA
385
Bay Colony Advisors
Massachusetts
$1.9M +$286K +1,645 +18%
NOI
386
Newton One Investments
Delaware
$1.9M – – –
BCM
387
BTC Capital Management
Iowa
$1.9M -$9.11K -52 -0.5%
JFA
388
Johanson Financial Advisors
California
$1.89M +$3.55K +21 +0.2%
SJL
389
Shayne & Jacobs LLC
Tennessee
$1.88M -$20.8K -120 -1%
BEAM
390
Baker Ellis Asset Management
Washington
$1.87M -$13K -75 -0.7%
EA
391
Eclectic Associates
California
$1.87M +$129K +745 +7%
SG Americas Securities
392
SG Americas Securities
New York
$1.85M -$5.99M -34,511 -76%
CCM
393
Coldstream Capital Management
Washington
$1.84M +$1.84M +10,610 New
CAG
394
Curtis Advisory Group
California
$1.84M +$54.9K +316 +3%
FMBTD
395
First Midwest Bank Trust Division
Illinois
$1.83M +$1.83M +10,551 New
MHIC
396
Marble Harbor Investment Counsel
Massachusetts
$1.81M +$150K +865 +9%
PWM
397
PBMares Wealth Management
Virginia
$1.8M +$565K +3,254 +46%
FWI
398
Facet Wealth Inc
Maryland
$1.78M -$272K -1,564 -13%
NFC
399
Northeast Financial Consultants
Connecticut
$1.78M – – –
CFD
400
Creative Financial Designs
Indiana
$1.77M -$197K -1,136 -10%
14 15
16
17 18