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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 %
TPCW
451
TD Private Client Wealth
New York
$1.22M -$186K -1,125 -13%
FHA
452
Flagship Harbor Advisors
Massachusetts
$1.2M -$154K -930 -11%
ADL
453
Asset Dedication LLC
California
$1.2M -$405K -2,448 -25%
KA
454
Klingman & Associates
New York
$1.19M +$38.1K +230 +3%
ACM
455
Advisors Capital Management
New Jersey
$1.18M +$4.3K +26 +0.4%
PWM
456
PBMares Wealth Management
Virginia
$1.17M +$236K +1,426 +25%
WI
457
Wintrust Investments
Illinois
$1.17M +$883K +5,331 +309%
ACP
458
Aveo Capital Partners
Colorado
$1.17M +$1.17M +7,052 New
JWM
459
Janiczek Wealth Management
Colorado
$1.17M +$1.17M +7,048 New
NFG
460
Nations Financial Group
Iowa
$1.16M -$42.6K -257 -4%
SFP
461
Strategic Financial Partners
Oregon
$1.15M -$196K -1,185 -15%
CL
462
CPWM LLC
Washington
$1.13M -$90.6K -547 -7%
WB
463
WesBanco Bank
West Virginia
$1.13M +$1.13M +6,836 New
FAN
464
Financial Advisors Network
California
$1.13M +$41.4K +250 +4%
TI
465
tru Independence
Oregon
$1.12M -$13.3M -80,210 -92%
GC
466
Gilbert & Cook
Iowa
$1.11M -$99.9K -603 -8%
PAG
467
Pinnacle Advisory Group
Maryland
$1.09M +$1.09M +6,565 New
TCOV
468
Trust Company of Vermont
Vermont
$1.08M +$689K +4,163 +175%
CCG
469
Chatham Capital Group
Georgia
$1.08M – – –
AIA
470
Angeles Investment Advisors
California
$1.08M +$188K +1,134 +21%
TFGT
471
TS Financial Group (TSFG)
Illinois
$1.08M -$34.3K -207 -3%
SWP
472
Summit Wealth Partners
Florida
$1.07M -$73.2K -442 -6%
AIA
473
Alera Investment Advisors
Illinois
$1.05M -$13.4K -81 -1%
IA
474
Insight Advisors
Pennsylvania
$1.05M -$7.23K -42 -0.7%
SL
475
SWMG LLC
Texas
$1.05M -$25.2K -152 -2%
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