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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 %
SL
426
SWMG LLC
Texas
$954K +$954K +6,461 New
MA
427
Mutual Advisors
Nebraska
$953K +$21.3K +150 +2%
KWM
428
Kingsview Wealth Management
Oregon
$953K +$243K +1,707 +34%
TNBTD
429
Trustmark National Bank Trust Department
Mississippi
$943K +$153K +1,077 +19%
WANY
430
Wealthspire Advisors (New York)
New York
$940K +$940K +6,609 New
FAN
431
Financial Advisors Network
California
$932K +$140K +984 +18%
CCG
432
Chatham Capital Group
Georgia
$928K -$30.6K -215 -3%
IWC
433
Integrated Wealth Concepts
Massachusetts
$926K +$23.6K +166 +3%
BWM
434
BCS Wealth Management
Tennessee
$925K -$54.9K -386 -6%
AIA
435
Alera Investment Advisors
Illinois
$917K +$28K +197 +3%
Millennium Management
436
Millennium Management
New York
$917K +$917K +6,451 New
DI
437
Disciplined Investments
Oklahoma
$916K +$159K +1,115 +21%
PA
438
PFG Advisors
Arizona
$912K +$102K +718 +13%
NFG
439
NewFocus Financial Group
Washington
$904K -$18.8K -132 -2%
AWP
440
Abacus Wealth Partners
California
$901K +$901K +6,337 New
CMBA
441
C.M. Bidwell & Associates
Hawaii
$898K +$162K +1,139 +22%
WA
442
WP Advisors
California
$886K +$480K +3,375 +118%
BWA
443
BDO Wealth Advisors
Florida
$882K -$344K -2,421 -28%
HA
444
Harborview Advisors
Maine
$873K -$117K -824 -12%
DCM
445
Dimension Capital Management
Florida
$873K +$281K +1,975 +47%
IA
446
Insight Advisors
Pennsylvania
$872K +$872K +6,129 New
IFWM
447
Institute for Wealth Management
Colorado
$871K +$418K +2,944 +92%
TP
448
Tranquility Partners
Tennessee
$866K +$427 +3 +0%
SWM
449
SeaCrest Wealth Management
New York
$863K +$330K +2,324 +62%
FLPIM
450
F.L. Putnam Investment Management
Massachusetts
$861K +$47.5K +334 +6%
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