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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 %
TCM
451
Telos Capital Management
California
$1.39M +$10.9K +63 +0.8%
RIA
452
Regal Investment Advisors
Michigan
$1.38M +$1.38M +7,955 New
ACM
453
Advisors Capital Management
New Jersey
$1.38M +$142K +818 +12%
MFT
454
Moisand Fitzgerald Tamayo
Florida
$1.37M -$57K -328 -4%
SWM
455
Southern Wealth Management
Texas
$1.36M +$67.4K +391 +5%
FAN
456
Financial Advisors Network
California
$1.35M +$169K +973 +14%
NFG
457
Nations Financial Group
Iowa
$1.35M +$134K +771 +11%
SF
458
Synovus Financial
Georgia
$1.34M +$842K +4,866 +169%
PWM
459
Perigon Wealth Management
California
$1.34M +$341K +1,966 +34%
Financial Engines Advisors
460
Financial Engines Advisors
California
$1.31M -$229K -1,318 -15%
ECM
461
Elgethun Capital Management
South Dakota
$1.29M +$6.77K +39 +0.5%
PL
462
Plancorp LLC
Missouri
$1.28M -$36.5K -210 -3%
ST
463
Smithfield Trust
Pennsylvania
$1.27M -$140K -807 -10%
KA
464
Klingman & Associates
New York
$1.27M +$16.7K +96 +1%
APA
465
American Portfolios Advisors
New York
$1.26M +$233K +1,343 +23%
RHBC
466
R.H. Bluestein & Co
Michigan
$1.23M +$961K +5,534 +353%
SFP
467
Strategic Financial Partners
Oregon
$1.23M +$27.3K +157 +2%
TPCW
468
TD Private Client Wealth
New York
$1.23M -$47.9K -276 -4%
AOWM
469
Alpha Omega Wealth Management
Virginia
$1.23M +$154K +887 +14%
JWM
470
Janiczek Wealth Management
Colorado
$1.22M – – –
DI
471
Disciplined Investments
Oklahoma
$1.22M +$178K +1,024 +17%
TFS
472
TrustCore Financial Services
Tennessee
$1.21M +$167K +964 +16%
WI
473
Wintrust Investments
Illinois
$1.2M -$27.6K -159 -2%
MOS
474
MGO One Seven
Ohio
$1.19M +$851K +4,902 +248%
MCM
475
MAI Capital Management
Ohio
$1.19M +$249K +1,434 +27%
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