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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 %
WCA
401
Windsor Creek Advisors
Vermont
$1.75M +$1.48M +8,538 +549%
HR
402
Hardy Reed
Mississippi
$1.75M -$50.2K -289 -3%
BWP
403
BSW Wealth Partners
Colorado
$1.73M -$484K -2,785 -22%
SC
404
SouthState Corp
Florida
$1.72M +$183K +1,052 +12%
SWM
405
Soundmark Wealth Management
Washington
$1.71M +$739K +4,274 +76%
TFA
406
Tobias Financial Advisors
Florida
$1.7M -$166K -955 -9%
BFA
407
Beacon Financial Advisory
Ohio
$1.7M -$89.5K -515 -5%
PA
408
Probity Advisors
Texas
$1.69M -$30.7K -177 -2%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$1.69M – – –
PWAC
410
Private Wealth Advisors (California)
California
$1.68M +$33K +190 +2%
CA
411
Cornerstone Advisory
Maryland
$1.66M +$221K +1,275 +15%
Prudential Financial
412
Prudential Financial
New Jersey
$1.65M -$974K -5,607 -37%
LWP
413
Legacy Wealth Planning
Nevada
$1.65M +$38.4K +221 +2%
IWC
414
Integrated Wealth Concepts
Massachusetts
$1.64M -$35.1K -202 -2%
CBFP
415
Cedar Brook Financial Partners
Ohio
$1.63M -$122K -700 -7%
FANJ
416
Financial Architects (New Jersey)
New Jersey
$1.63M +$99.7K +574 +7%
BAM
417
Belpointe Asset Management
Nevada
$1.62M -$667K -3,844 -29%
SWP
418
Stratos Wealth Partners
Ohio
$1.61M +$43.9K +253 +3%
CS
419
Capital Square
Tennessee
$1.6M +$5.1K +30 +0.3%
REMPR
420
Roof Eidam Maycock Peralta (REMP)
California
$1.6M +$34.7K +200 +2%
NSIM
421
North Star Investment Management
Illinois
$1.59M +$303K +1,747 +24%
TC
422
TAP Consulting
Missouri
$1.58M -$145K -836 -8%
VC
423
Vicus Capital
Pennsylvania
$1.57M +$1.57M +9,036 New
BC
424
Burleson & Co
California
$1.57M -$708K -4,074 -31%
MFS
425
McNamara Financial Services
Massachusetts
$1.56M -$259K -1,492 -14%
15 16
17
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