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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 %
RIA
401
Regal Investment Advisors
Michigan
$1.13M +$1.13M +7,913 New
BFS
402
Bickling Financial Services
Massachusetts
$1.12M +$1.12M +7,880 New
FFN
403
Focus Financial Network
Minnesota
$1.12M +$33K +232 +3%
Financial Engines Advisors
404
Financial Engines Advisors
California
$1.12M -$41.5K -292 -4%
EAM
405
Evanson Asset Management
California
$1.12M +$15.9K +112 +1%
PCM
406
Parsons Capital Management
Rhode Island
$1.11M +$4.27K +30 +0.4%
VCM
407
Virtue Capital Management
Tennessee
$1.11M +$1.11M +7,795 New
SC
408
SouthState Corp
Florida
$1.1M -$58.3K -410 -5%
Boston Partners
409
Boston Partners
Massachusetts
$1.09M +$1.09M +7,654 New
PL
410
Plancorp LLC
Missouri
$1.08M +$624K +4,390 +138%
BCA
411
Bay Colony Advisors
Massachusetts
$1.07M +$84K +591 +8%
SWM
412
Southern Wealth Management
Texas
$1.06M +$12.4K +87 +1%
CL
413
CPWM LLC
Washington
$1.05M +$7.54K +53 +0.7%
Prudential Financial
414
Prudential Financial
New Jersey
$1.04M -$7.11K -50 -0.7%
KPW
415
Kore Private Wealth
New York
$1.04M – – –
GC
416
Gilbert & Cook
Iowa
$1.03M -$285K -2,004 -22%
SF
417
Synovus Financial
Georgia
$1.03M -$4.83K -34 -0.5%
NFG
418
Nations Financial Group
Iowa
$1.03M +$2.28K +16 +0.2%
ACM
419
Advisors Capital Management
New Jersey
$1.01M +$136K +956 +16%
KA
420
Klingman & Associates
New York
$992K +$3.27K +23 +0.3%
BPA
421
Beacon Pointe Advisors
California
$984K -$2.13K -15 -0.2%
SWP
422
Summit Wealth Partners
Florida
$981K +$200K +1,409 +26%
WFPG
423
Waller Financial Planning Group
Ohio
$972K -$21.2K -149 -2%
TFGT
424
TS Financial Group (TSFG)
Illinois
$955K -$21.1K -148 -2%
NSIM
425
North Star Investment Management
Illinois
$954K +$178K +1,255 +23%
15 16
17
18 19