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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.73B
2
Morgan Stanley
2
Morgan Stanley
New York
$765M
3
SEI Investments
3
SEI Investments
Pennsylvania
$149M
4
AssetMark Inc
4
AssetMark Inc
California
$493M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$53.9M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$57.8M
2
Comerica Bank
2
Comerica Bank
Texas
$16.6M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$97.8M
4
PPW
4
Parcion Private Wealth
Washington
$1.61M
5
Franklin Resources
5
Franklin Resources
California
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$84.7M 473,360 +12,938 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$78.9M 441,102 +36,775 +9%
FG
28
Foster Group
Iowa
$75.1M 419,937 -2,917 -0.7%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$75M 419,333 +18,774 +5%
MIAS
30
Mason Investment Advisory Services
Virginia
$73.6M 411,648 -1,515 -0.4%
Retirement Systems of Alabama
31
Retirement Systems of Alabama
Alabama
$68.4M 382,480 – –
CFM
32
Comprehensive Financial Management
California
$67.9M 379,501 – –
RJA
33
Raymond James & Associates
Florida
$65.6M 366,857 +41,984 +13%
SP
34
Symmetry Partners
Connecticut
$63.4M 354,320 +20,256 +6%
SGAM
35
Stephens Group Asset Management
Arkansas
$62.5M 349,201 -6,827 -2%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$60.6M 338,838 -2,060 -0.6%
Mariner
37
Mariner
Kansas
$59.3M 331,719 +16,517 +5%
EWA
38
Exencial Wealth Advisors
Oklahoma
$57.8M 323,061 -827,768 -72%
SI
39
Stephens Inc
Arkansas
$57.7M 322,559 +20,117 +7%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$53.9M 301,556 +166,283 +123%
BCM
41
Brookstone Capital Management
Illinois
$53M 294,349 -52,509 -15%
VFP
42
Verus Financial Partners
Virginia
$50.7M 283,369 +1,554 +0.6%
BTCPP
43
Border to Coast Pensions Partnership
United Kingdom
$48.1M 269,236 – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$46.4M 259,451 -19,593 -7%
MAG
45
Mokosak Advisory Group
Iowa
$44.5M 248,745 +4,077 +2%
CG
46
Colony Group
Massachusetts
$44M 245,858 -4,313 -2%
ZF
47
Zhang Financial
Michigan
$43.9M 245,344 +2,519 +1%
RA
48
Rodgers & Associates
Pennsylvania
$43.5M 243,216 +1,627 +0.7%
CPO
49
Cerity Partners OCIO
New York
$43M 240,487 +7,418 +3%
LNC
50
Lincoln National Corp
Pennsylvania
$42.2M 236,203 -1,719 -0.7%
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