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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 %
CF
376
Corrigan Financial
Rhode Island
$2.51M -$7.51K -42 -0.3%
SIM
377
Studio Investment Management
Illinois
$2.5M +$2.29M +12,777 +1,074%
SMA
378
Sage Mountain Advisors
Georgia
$2.49M +$1.98M +11,070 +389%
OIA
379
OneDigital Investment Advisors
Kansas
$2.45M +$252K +1,411 +11%
CA
380
Continuum Advisory
Idaho
$2.44M +$66K +369 +3%
CCA
381
Column Capital Advisors
Indiana
$2.44M +$13.9K +78 +0.6%
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$2.43M +$8.05K +45 +0.3%
HWA
383
Heartwood Wealth Advisors
Virginia
$2.43M +$114K +635 +5%
TFS
384
TrustCore Financial Services
Tennessee
$2.42M +$1.16M +6,490 +92%
SFP
385
Sterling Financial Planning
New Jersey
$2.4M +$119K +667 +5%
HGERS
386
Householder Group Estate & Retirement Specialist
Arizona
$2.39M +$2.39M +13,378 New
CANC
387
Culbertson A N & Co
Virginia
$2.39M -$55.4K -310 -2%
ATC
388
Argent Trust Co
Tennessee
$2.39M -$163K -911 -6%
AFP
389
Ausdal Financial Partners
Iowa
$2.38M +$158K +886 +7%
TI
390
Truepoint Inc
Ohio
$2.38M +$4.83K +27 +0.2%
PIMG
391
Patriot Investment Management Group
Tennessee
$2.38M +$35.9K +201 +2%
WIP
392
WealthCare Investment Partners
Rhode Island
$2.34M +$2.34M +13,089 New
LWM
393
Lionsbridge Wealth Management
Florida
$2.34M -$30.4K -170 -1%
PCA
394
Personal Capital Advisors
California
$2.34M +$268K +1,504 +13%
TFP
395
Triune Financial Partners
Kansas
$2.34M +$2.34M +13,075 New
BDWCC
396
B&D White Capital Company
Texas
$2.33M – – –
BDF
397
Black Diamond Financial
Maryland
$2.3M +$883K +4,936 +62%
PWM
398
PBMares Wealth Management
Virginia
$2.3M +$1.25K +7 +0.1%
ANTB
399
AMG National Trust Bank
Colorado
$2.29M -$80.5K -450 -3%
JWCA
400
J.W. Cole Advisors
Florida
$2.26M +$2.26M +12,652 New
14 15
16
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