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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.

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
1
Bank of America
North Carolina
$2.1B
2
BCM
2
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
UBS Group
4
UBS Group
Switzerland
$276M
5
CAM
5
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$729M
3
SFS
3
Sowell Financial Services
Arkansas
$4.28M
4
CWM
4
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAS
26
Mason Investment Advisory Services
Virginia
$71.8M 413,378 -5,378 -1%
EA
27
Efficient Advisors
Ohio
$70M 403,019 +4,418 +1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$68.3M 393,126 +29,103 +8%
Retirement Systems of Alabama
29
Retirement Systems of Alabama
Alabama
$66.4M 382,480 – –
CFM
30
Comprehensive Financial Management
California
$65.9M 379,501 +2,233 +0.6%
FG
31
Foster Group
Iowa
$63M 362,970 +23,105 +7%
SGAM
32
Stephens Group Asset Management
Arkansas
$61.4M 353,844 -96,485 -21%
BCM
33
Brookstone Capital Management
Illinois
$60.4M 353,969 +349,875 +8,546%
BTCPP
34
Border to Coast Pensions Partnership
United Kingdom
$59.3M 339,236 +339,236 New
SP
35
Symmetry Partners
Connecticut
$58.6M 337,301 +432 +0.1%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$55.9M 321,605 +17,412 +6%
EWA
37
Exencial Wealth Advisors
Oklahoma
$54.2M 311,995 +896 +0.3%
RJA
38
Raymond James & Associates
Florida
$53.9M 310,288 +1,676 +0.5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$51.1M 294,214 +61,091 +26%
SI
40
Stephens Inc
Arkansas
$51.1M 294,018 +29,211 +11%
Allianz Asset Management
41
Allianz Asset Management
Germany
$50.3M 289,550 -70,900 -20%
VFP
42
Verus Financial Partners
Virginia
$48.2M 288,035 -4,246 -1%
Comerica Bank
43
Comerica Bank
Texas
$44.9M 269,283 -2,410 -0.9%
CG
44
Colony Group
Massachusetts
$43.9M 253,027 -1,496 -0.6%
ZF
45
Zhang Financial
Michigan
$42.6M 245,477 -4,211 -2%
RA
46
Rodgers & Associates
Pennsylvania
$41.7M 239,992 -9,588 -4%
MAG
47
Mokosak Advisory Group
Iowa
$41M 236,027 -2,888 -1%
CPO
48
Cerity Partners OCIO
New York
$39.6M 228,014 +2,924 +1%
WPW
49
Waldron Private Wealth
Pennsylvania
$39.2M 225,527 -2,546 -1%
CFFP
50
Center for Financial Planning
Michigan
$39M 224,569 -11,468 -5%
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