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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 %
SCG
451
Sonata Capital Group
Washington
$859K +$183K +1,290 +27%
HA
452
HC Advisors
Georgia
$855K – – –
ECM
453
Elgethun Capital Management
South Dakota
$855K +$293K +2,060 +52%
TFS
454
TrustCore Financial Services
Tennessee
$853K +$266K +1,870 +45%
BP
455
Ballentine Partners
Massachusetts
$848K – – –
PWA
456
Physician Wealth Advisors
Utah
$847K -$139K -892 -14%
BOH
457
Bank of Hawaii
Hawaii
$835K -$191K -1,340 -19%
BMCM
458
Burns Matteson Capital Management
New York
$831K +$831K +5,842 New
PWM
459
PBMares Wealth Management
Virginia
$805K +$73.6K +517 +10%
MWA
460
Martel Wealth Advisors
Washington
$800K +$153K +1,074 +24%
WIC
461
Woodmont Investment Counsel
Tennessee
$799K -$102K -717 -11%
LFA
462
Landmark Financial Advisors
Kentucky
$785K – – –
CF
463
Centaurus Financial
California
$784K +$339K +2,383 +76%
PWM
464
Perigon Wealth Management
California
$781K +$118K +828 +18%
WI
465
WrapManager Inc
California
$779K -$58.2K -409 -7%
AIA
466
Angeles Investment Advisors
California
$766K – – –
HAS
467
HBW Advisory Services
California
$765K +$765K +5,378 New
PFA
468
Pure Financial Advisors
California
$753K -$376K -2,648 -33%
MSFS
469
Main Street Financial Solutions
Pennsylvania
$748K +$748K +5,258 New
Bessemer Group
470
Bessemer Group
New Jersey
$745K – – –
BUB
471
BBVA USA Bancshares
Texas
$742K -$43.9K -309 -6%
FNBOMD
472
First National Bank of Mount Dora
Florida
$739K – – –
WS
473
Wedbush Securities
California
$714K -$73.1K -514 -9%
Susquehanna International Group
474
Susquehanna International Group
Pennsylvania
$713K -$298K -2,099 -30%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$711K +$84.3K +593 +13%
17 18
19
20 21