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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.

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

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
Morgan Stanley
New York
$729M
3
SFS
Sowell Financial Services
Arkansas
$4.28M
4
CWM
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
Southport Capital Management
Tennessee
$1.17M -$147K -848 -11%
ACP
477
Aveo Capital Partners
Colorado
$1.17M -$55.7K -321 -5%
GVAG
478
Great Valley Advisor Group
Delaware
$1.17M +$600K +3,457 +106%
FPS
479
Fieldpoint Private Securities
Connecticut
$1.16M -$529K -3,051 -31%
CWAG
480
Compton Wealth Advisory Group
Virginia
$1.16M +$347K +2,000 +43%
HWM
481
Hemington Wealth Management
Virginia
$1.16M -$576K -3,318 -33%
TFGT
482
TS Financial Group (TSFG)
Illinois
$1.16M +$28.3K +163 +3%
CFG
483
Citizens Financial Group
Rhode Island
$1.15M +$686K +3,946 +147%
FLPIM
484
F.L. Putnam Investment Management
Massachusetts
$1.15M +$67.9K +391 +6%
SWP
485
Summit Wealth Partners
Florida
$1.13M +$11.1K +64 +1%
AIA
486
Angeles Investment Advisors
California
$1.13M – – –
MWA
487
Motive Wealth Advisors
Michigan
$1.12M +$1.12M +6,451 New
CCG
488
Chatham Capital Group
Georgia
$1.12M -$14.8K -85 -1%
GWM
489
Geneos Wealth Management
Colorado
$1.11M -$346K -1,984 -24%
CCWA
490
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M +$1.11M +6,364 New
HCIA
491
Hochman Cole Investment Advisors
Illinois
$1.09M +$308K +1,776 +39%
AIA
492
Alera Investment Advisors
Illinois
$1.09M -$17.2K -99 -2%
HIIFS
493
Harel Insurance Investments & Financial Services
Israel
$1.08M -$5.29M -9,393 -83%
BC
494
Burney Company
Virginia
$1.08M -$416K -2,398 -28%
MA
495
Mutual Advisors
Nebraska
$1.07M +$12K +69 +1%
AllianceBernstein
496
AllianceBernstein
Tennessee
$1.07M +$383K +2,205 +56%
NRI
497
NFP Retirement Inc
California
$1.07M +$473K +2,726 +80%
WFPG
498
Waller Financial Planning Group
Ohio
$1.06M – – –
TP
499
Tranquility Partners
Tennessee
$1.06M +$174 +1 +0%
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$1.05M +$82.2K +473 +8%
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