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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
$586M
2
AL
Aspiriant LLC
California
$154M
3
Bank of America
Bank of America
North Carolina
$1.09B
4
BF
BOK Financial
Oklahoma
$31.9M
5
FI
FormulaFolio Investments
Michigan
$32.1M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.31B
3
AF
Allworth Financial
California
$90M
4
CCFM
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$60.4M +$10.5M +74,138 +21%
EA
27
Efficient Advisors
Ohio
$59.4M -$1.01M -7,117 -2%
PCIA
28
Prime Capital Investment Advisors
Kansas
$56.8M +$912K +6,413 +2%
Retirement Systems of Alabama
29
Retirement Systems of Alabama
Alabama
$54.4M -$28.4M -200,000 -34%
Osaic Holdings
30
Osaic Holdings
Arizona
$50.9M +$9.18M +64,651 +22%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$50.5M -$1.95M -13,728 -4%
SP
32
Symmetry Partners
Connecticut
$47.9M -$2.85M -20,057 -6%
RJA
33
Raymond James & Associates
Florida
$47.2M +$5.98M +42,035 +15%
FG
34
Foster Group
Iowa
$42.9M +$42.9M +301,890 New
EWA
35
Exencial Wealth Advisors
Oklahoma
$42.3M +$507K +3,567 +1%
VFP
36
Verus Financial Partners
Virginia
$42M +$25.8M +181,461 +159%
RA
37
Rodgers & Associates
Pennsylvania
$40.2M +$40.2M +282,788 New
CFFP
38
Center for Financial Planning
Michigan
$38.4M -$5.55M -39,019 -13%
MIS
39
Morningstar Investment Services
Illinois
$37.7M -$1.66M -11,699 -4%
CG
40
Colony Group
Massachusetts
$36.7M +$87.3K +614 +0.2%
CWM
41
Connecticut Wealth Management
Connecticut
$36.7M +$27.8M +143,646 +312%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$36.6M +$6.33M +44,496 +21%
ZF
43
Zhang Financial
Michigan
$36.4M -$1.35M -9,469 -4%
MAG
44
Mokosak Advisory Group
Iowa
$34.9M +$1.14M +8,011 +3%
LNC
45
Lincoln National Corp
Pennsylvania
$34.3M -$1.12M -7,890 -3%
CPO
46
Cerity Partners OCIO
New York
$32.5M +$1.62M +11,387 +5%
SI
47
Stephens Inc
Arkansas
$32.3M +$107K +750 +0.3%
FI
48
FormulaFolio Investments
Michigan
$32.1M +$29.9M +210,519 +1,391%
BF
49
BOK Financial
Oklahoma
$31.9M +$31.1M +218,634 +3,899%
WPW
50
Waldron Private Wealth
Pennsylvania
$31.3M -$2.48M -17,435 -7%
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