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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 %
1WA
426
180 Wealth Advisors
Washington
$1.56M +$62.4K +360 +4%
IWA
427
Intercontinental Wealth Advisors
Texas
$1.55M – – –
PD
428
Planning Directions
Pennsylvania
$1.55M +$27.8K +160 +2%
HAS
429
HBW Advisory Services
California
$1.55M +$544K +3,133 +54%
HCP
430
Hexagon Capital Partners
Arkansas
$1.53M +$72.2K +416 +5%
CMBA
431
C.M. Bidwell & Associates
Hawaii
$1.52M +$237K +1,364 +18%
GA
432
GFS Advisors
Texas
$1.52M -$1.74K -10 -0.1%
MIM
433
Marco Investment Management
Georgia
$1.51M +$17.4K +100 +1%
MA
434
MONECO Advisors
Connecticut
$1.49M +$3.13K +18 +0.2%
RRC
435
Relaxing Retirement Coach
Massachusetts
$1.48M -$88.2K -508 -6%
TCOV
436
Trust Company of Vermont
Vermont
$1.48M +$344K +1,982 +30%
COF
437
Capital One Financial
Virginia
$1.48M -$361K -2,076 -20%
BDF
438
Black Diamond Financial
Maryland
$1.48M +$11.5K +66 +0.8%
ADL
439
Asset Dedication LLC
California
$1.48M +$216K +1,244 +17%
VCM
440
Virtue Capital Management
Tennessee
$1.47M +$485K +2,795 +49%
PA
441
PFG Advisors
Arizona
$1.46M +$151K +867 +11%
JC
442
Jentner Corp
Ohio
$1.46M -$77.6K -447 -5%
TFF
443
The Family Firm
Maryland
$1.45M -$20.1K -116 -1%
GWM
444
Greenhouse Wealth Management
Connecticut
$1.45M -$74.3K -428 -5%
GBT
445
Grove Bank & Trust
Florida
$1.45M +$18.1K +104 +1%
SWM
446
Spire Wealth Management
Virginia
$1.42M -$68.8K -396 -5%
GPA
447
Guidance Point Advisors
Massachusetts
$1.42M +$5.38K +31 +0.4%
IFWM
448
Institute for Wealth Management
Colorado
$1.4M -$36.3K -209 -3%
BFS
449
Bickling Financial Services
Massachusetts
$1.4M -$5.73K -33 -0.4%
WB
450
WesBanco Bank
West Virginia
$1.4M +$212K +1,224 +18%
16 17
18
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