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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$310M
2
Morgan Stanley
Morgan Stanley
New York
+$48M
3
SEI Investments
SEI Investments
Pennsylvania
+$43.2M
4
AssetMark Inc
AssetMark Inc
California
+$37.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$29.7M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
-$148M
2
Comerica Bank
Comerica Bank
Texas
-$58.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$52.8M
4
PPW
Parcion Private Wealth
Washington
-$25.8M
5
Franklin Resources
Franklin Resources
California
-$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
426
Eclectic Associates
California
$2.02M +$81.4K +455 +4%
D
427
Dentgroup
Louisiana
$2.02M +$2.02M +11,271 New
RGC
428
Roberts, Glore & Co
Illinois
$2.01M +$207K +1,159 +12%
PA
429
PFG Advisors
Arizona
$2M +$564K +3,156 +39%
ML
430
Mayport LLC
Massachusetts
$2M +$2M +11,186 New
VWA
431
Visionary Wealth Advisors
Illinois
$1.99M +$79.2K +443 +4%
APSP
432
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.98M -$184K -1,027 -8%
GCA
433
Gradient Capital Advisors
California
$1.96M -$134K -751 -6%
BCM
434
BTC Capital Management
Iowa
$1.96M +$35K +195 +2%
VCM
435
Virtue Capital Management
Tennessee
$1.95M +$333K +1,860 +21%
HI
436
Harbour Investments
Wisconsin
$1.94M -$435K -2,430 -18%
NSIM
437
North Star Investment Management
Illinois
$1.94M +$166K +931 +9%
WBC
438
West Branch Capital
Massachusetts
$1.94M -$38.3K -214 -2%
SJL
439
Shayne & Jacobs LLC
Tennessee
$1.94M – – –
HR
440
Hardy Reed
Mississippi
$1.93M – – –
WTA
441
Washington Trust Advisors
Massachusetts
$1.92M +$1.92M +10,756 New
CA
442
Cornerstone Advisory
Maryland
$1.92M +$236K +1,321 +14%
NFC
443
Northeast Financial Consultants
Connecticut
$1.88M +$48.3K +270 +3%
NOI
444
Newton One Investments
Delaware
$1.87M -$15.2K -85 -0.8%
LIM
445
Leavell Investment Management
Alabama
$1.86M +$497K +2,781 +37%
SCM
446
Southport Capital Management
Tennessee
$1.85M +$772K +4,319 +72%
FWI
447
Facet Wealth Inc
Maryland
$1.83M +$22.9K +128 +1%
CBFP
448
Cedar Brook Financial Partners
Ohio
$1.83M +$125K +698 +7%
BEAM
449
Baker Ellis Asset Management
Washington
$1.83M -$12.9K -72 -0.7%
LWP
450
Legacy Wealth Planning
Nevada
$1.83M +$126K +703 +7%
16 17
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