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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 %
BC
426
Burney Company
Virginia
$1.43M +$1.99K +12 +0.1%
MIM
427
Marco Investment Management
Georgia
$1.42M – – –
MA
428
MONECO Advisors
Connecticut
$1.42M +$63.7K +385 +5%
SC
429
Scotia Capital
Ontario, Canada
$1.41M +$1.41M +8,481 New
TFF
430
The Family Firm
Maryland
$1.4M -$147K -886 -9%
HCP
431
Hexagon Capital Partners
Arkansas
$1.39M -$36.4K -220 -3%
BDF
432
Black Diamond Financial
Maryland
$1.39M -$33.8K -204 -2%
IFWM
433
Institute for Wealth Management
Colorado
$1.37M +$357K +2,156 +35%
CA
434
Cornerstone Advisory
Maryland
$1.37M -$1.05M -6,336 -43%
MFT
435
Moisand Fitzgerald Tamayo
Florida
$1.37M -$27.2K -164 -2%
GBT
436
Grove Bank & Trust
Florida
$1.36M -$7.12K -43 -0.5%
GPA
437
Guidance Point Advisors
Massachusetts
$1.35M +$5.13K +31 +0.4%
ST
438
Smithfield Trust
Pennsylvania
$1.34M -$178K -1,076 -12%
BFS
439
Bickling Financial Services
Massachusetts
$1.34M +$35.6K +215 +3%
TCM
440
Telos Capital Management
California
$1.31M -$64.3K -388 -5%
BPA
441
Beacon Pointe Advisors
California
$1.3M +$149K +901 +13%
SCM
442
Southport Capital Management
Tennessee
$1.26M +$813K +4,911 +182%
PL
443
Plancorp LLC
Missouri
$1.26M +$2.49K +15 +0.2%
PA
444
PFG Advisors
Arizona
$1.25M +$186K +1,126 +18%
SWM
445
Southern Wealth Management
Texas
$1.24M +$4.8K +29 +0.4%
NSIM
446
North Star Investment Management
Illinois
$1.23M +$119K +718 +11%
TNBTD
447
Trustmark National Bank Trust Department
Mississippi
$1.23M +$131K +791 +12%
CMBA
448
C.M. Bidwell & Associates
Hawaii
$1.23M +$181K +1,090 +17%
ECM
449
Elgethun Capital Management
South Dakota
$1.23M +$231K +1,393 +23%
CWM
450
Collaborative Wealth Management
Florida
$1.22M +$1.22M +6,926 New
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