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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

973 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 378 increasing their positions, 322 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+75
Holders Change %
+8.35%
% of All Funds
17.13%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
1.51%
New
138
Increased
378
Reduced
322
Closed
56
Calls
$6.13M
Puts
$8.08M
Net Calls
-$1.95M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$631M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
3
HighTower Advisors
HighTower Advisors
Illinois
+$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$81.9M
5
CFM
Comprehensive Financial Management
California
+$62.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.6M
2
Comerica Bank
Comerica Bank
Texas
-$41.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$40.4M
4
SGAM
Stephens Group Asset Management
Arkansas
-$39.3M
5
FI
FormulaFolio Investments
Michigan
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
401
Fieldpoint Private Securities
Connecticut
$1.62M +$202K +1,217 +14%
IWC
402
Integrated Wealth Concepts
Massachusetts
$1.6M +$518K +3,125 +48%
MHIC
403
Marble Harbor Investment Counsel
Massachusetts
$1.58M +$191K +1,155 +14%
CS
404
Capital Square
Tennessee
$1.58M +$82.3K +490 +6%
PWAC
405
Private Wealth Advisors (California)
California
$1.57M +$139K +842 +10%
BCA
406
Bay Colony Advisors
Massachusetts
$1.54M +$291K +1,757 +23%
LWP
407
Legacy Wealth Planning
Nevada
$1.54M -$17.7K -107 -1%
RPSA
408
Richard P. Slaughter Associates
Texas
$1.53M +$1.53M +9,235 New
EP
409
Eudaimonia Partners
Tennessee
$1.5M +$1.28M +7,708 +561%
RRC
410
Relaxing Retirement Coach
Massachusetts
$1.5M -$462K -2,791 -24%
REMPR
411
Roof Eidam Maycock Peralta (REMP)
California
$1.49M -$23.2K -140 -2%
1WA
412
180 Wealth Advisors
Washington
$1.49M +$38.7K +224 +3%
SWP
413
Stratos Wealth Partners
Ohio
$1.49M +$112K +678 +8%
MFS
414
McNamara Financial Services
Massachusetts
$1.49M -$92.3K -649 -6%
PA
415
Paracle Advisors
Washington
$1.49M -$19.2K -116 -1%
Jane Street
416
Jane Street
New York
$1.48M +$720K +4,347 +94%
IWA
417
Intercontinental Wealth Advisors
Texas
$1.48M -$628K -3,790 -30%
Financial Engines Advisors
418
Financial Engines Advisors
California
$1.47M +$164K +993 +13%
JC
419
Jentner Corp
Ohio
$1.47M -$54.7K -330 -4%
SC
420
SouthState Corp
Florida
$1.46M +$182K +1,099 +14%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$1.46M +$66.3K +400 +5%
GWM
422
Greenhouse Wealth Management
Connecticut
$1.46M +$5.47K +33 +0.4%
GA
423
GFS Advisors
Texas
$1.45M -$88.5K -534 -6%
PD
424
Planning Directions
Pennsylvania
$1.45M -$47K -284 -3%
GWM
425
Geneos Wealth Management
Colorado
$1.44M -$87.8K -510 -6%
15 16
17
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