VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.29B
2
EWA
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
AssetMark Inc
California
$431M
4
Comerica Bank
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
Aspiriant LLC
California
$153M
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
MFM
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
Allianz Asset Management
Germany
$22.6M
5
EC
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
401
Financial Architects (New Jersey)
New Jersey
$1.57M -$16.4K -97 -1%
REMPR
402
Roof Eidam Maycock Peralta (REMP)
California
$1.56M – – –
SC
403
SouthState Corp
Florida
$1.56M -$117K -694 -7%
IWC
404
Integrated Wealth Concepts
Massachusetts
$1.53M -$65.4K -386 -4%
VCM
405
Virtue Capital Management
Tennessee
$1.53M +$92.3K +545 +6%
TA
406
Trellis Advisors
Washington
$1.52M +$637K +3,763 +72%
HCP
407
Hexagon Capital Partners
Arkansas
$1.51M +$16.8K +99 +1%
SWM
408
SeaCrest Wealth Management
New York
$1.51M +$491K +2,902 +48%
MFS
409
McNamara Financial Services
Massachusetts
$1.51M -$11K -65 -0.7%
HH
410
Hilltop Holdings
Texas
$1.5M +$1.5M +8,886 New
TC
411
TAP Consulting
Missouri
$1.5M -$34.7K -205 -2%
HWM
412
Hemington Wealth Management
Virginia
$1.48M +$355K +2,097 +31%
GA
413
GFS Advisors
Texas
$1.48M – – –
QFA
414
Quattro Financial Advisors
Texas
$1.48M +$1.48M +8,359 New
ADL
415
Asset Dedication LLC
California
$1.48M +$38.7K +228 +3%
CMBA
416
C.M. Bidwell & Associates
Hawaii
$1.47M -$15.1K -89 -1%
MIM
417
Marco Investment Management
Georgia
$1.47M – – –
GBT
418
Grove Bank & Trust
Florida
$1.46M +$53.6K +317 +4%
MA
419
MONECO Advisors
Connecticut
$1.45M -$3.39K -20 -0.2%
PD
420
Planning Directions
Pennsylvania
$1.44M -$68.2K -403 -5%
EDRH
421
Edmond de Rothschild Holding
Switzerland
$1.42M +$1.42M +8,409 New
COF
422
Capital One Financial
Virginia
$1.42M -$18.8K -111 -1%
RRC
423
Relaxing Retirement Coach
Massachusetts
$1.42M -$21.3K -126 -1%
JC
424
Jentner Corp
Ohio
$1.42M -$1.02K -6 -0.1%
GWM
425
Greenhouse Wealth Management
Connecticut
$1.42M +$5.25K +31 +0.4%
15 16
17
18 19