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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
+$108M
2
AL
Aspiriant LLC
California
+$95.4M
3
Bank of America
Bank of America
North Carolina
+$56.6M
4
BF
BOK Financial
Oklahoma
+$31.1M
5
FI
FormulaFolio Investments
Michigan
+$29.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$60.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$58.6M
3
AF
Allworth Financial
California
-$56.7M
4
CCFM
Clear Creek Financial Management
Washington
-$28.5M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
476
Wexford Capital
Florida
$711K +$711K +5,000 New
ECM
477
EMC Capital Management
Texas
$711K +$711K +5,000 New
CAG
478
Csenge Advisory Group
Florida
$710K -$28.7K -202 -4%
MAM
479
McLean Asset Management
Virginia
$710K +$710K +4,994 New
IIC
480
Integrated Investment Consultants
Michigan
$708K +$59.1K +416 +9%
GJIC
481
Gamble Jones Investment Counsel
California
$702K -$65.1K -458 -8%
DIA
482
Davidson Investment Advisors
Montana
$695K +$145K +1,020 +26%
AOWM
483
Alpha Omega Wealth Management
Virginia
$690K +$42.1K +296 +6%
Neuberger Berman Group
484
Neuberger Berman Group
New York
$690K +$244K +1,712 +55%
LFG
485
Larson Financial Group
Missouri
$685K -$180K -1,265 -21%
SFA
486
Sequoia Financial Advisors
Ohio
$682K -$853 -6 -0.1%
BDF
487
Balasa Dinverno & Foltz
$682K +$82.3K +579 +14%
BO
488
BRR OpCo
Ohio
$681K +$1.71K +12 +0.3%
BAMG
489
Brand Asset Management Group
Missouri
$679K +$10.7K +75 +2%
ABC
490
Associated Banc-Corp
Wisconsin
$676K -$84.8K -596 -11%
CIC
491
Cutler Investment Counsel
Oregon
$670K -$7.11K -50 -1%
AIC
492
Ameritas Investment Company
Nebraska
$668K +$218K +1,550 +48%
SW
493
SlateStone Wealth
Florida
$662K +$662K +4,654 New
Koshinski Asset Management
494
Koshinski Asset Management
Illinois
$659K +$27.6K +194 +4%
Jane Street
495
Jane Street
New York
$655K +$655K +4,605 New
HA
496
HYA Advisors
Missouri
$652K +$2.56K +18 +0.4%
PFS
497
Prospera Financial Services
Texas
$652K +$413K +2,898 +173%
VCM
498
Vivaldi Capital Management
Illinois
$650K +$142K +999 +28%
FLA
499
Financial Life Advisors
Texas
$644K -$25.6K -180 -4%
HCIA
500
Hochman Cole Investment Advisors
Illinois
$641K -$133K -933 -17%
18 19
20
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