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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

973 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 378 increasing their positions, 322 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+75
Holders Change %
+8.35%
% of All Funds
17.13%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
1.51%
New
138
Increased
378
Reduced
322
Closed
56
Calls
$6.13M
Puts
$8.08M
Net Calls
-$1.95M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$631M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
3
HighTower Advisors
HighTower Advisors
Illinois
+$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$81.9M
5
CFM
Comprehensive Financial Management
California
+$62.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.6M
2
Comerica Bank
Comerica Bank
Texas
-$41.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$40.4M
4
SGAM
Stephens Group Asset Management
Arkansas
-$39.3M
5
FI
FormulaFolio Investments
Michigan
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
476
Abacus Wealth Partners
California
$1.03M -$16.2K -98 -2%
FLPIM
477
F.L. Putnam Investment Management
Massachusetts
$1.03M +$28.2K +170 +3%
BWM
478
BCS Wealth Management
Tennessee
$1.03M -$51.8K -313 -5%
AOWM
479
Alpha Omega Wealth Management
Virginia
$1.02M +$220K +1,328 +27%
CAG
480
Csenge Advisory Group
Florida
$1.02M +$180K +1,069 +21%
WFPG
481
Waller Financial Planning Group
Ohio
$1.01M -$120K -726 -11%
MA
482
Mutual Advisors
Nebraska
$1.01M -$97.7K -590 -9%
TP
483
Tranquility Partners
Tennessee
$1.01M +$1.82K +11 +0.2%
SCG
484
Sonata Capital Group
Washington
$1.01M +$5.8K +35 +0.6%
HA
485
HC Advisors
Georgia
$996K – – –
TFS
486
TrustCore Financial Services
Tennessee
$992K -$1.66K -10 -0.2%
WS
487
Wedbush Securities
California
$992K +$160K +968 +19%
DI
488
Disciplined Investments
Oklahoma
$990K -$76.9K -464 -7%
BMCM
489
Burns Matteson Capital Management
New York
$980K +$12.4K +75 +1%
APA
490
American Portfolios Advisors
New York
$977K +$253K +1,528 +35%
EAM
491
Evanson Asset Management
California
$961K -$341K -2,057 -26%
WI
492
WrapManager Inc
California
$956K +$49.5K +299 +5%
HAS
493
HBW Advisory Services
California
$956K +$64.9K +392 +7%
PWM
494
Perigon Wealth Management
California
$950K +$39.8K +240 +4%
VCM
495
Virtue Capital Management
Tennessee
$943K -$348K -2,103 -27%
MSFS
496
Main Street Financial Solutions
Pennsylvania
$943K +$72.2K +436 +8%
M&T Bank
497
M&T Bank
New York
$937K -$1.01M -6,095 -52%
LPIC
498
LeJeune Puetz Investment Counsel
Michigan
$933K +$386K +2,328 +70%
SWM
499
Soundmark Wealth Management
Washington
$933K +$525K +3,171 +129%
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$924K +$96.2K +581 +12%
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