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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$310M
2
Morgan Stanley
Morgan Stanley
New York
+$48M
3
SEI Investments
SEI Investments
Pennsylvania
+$43.2M
4
AssetMark Inc
AssetMark Inc
California
+$37.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$29.7M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
-$148M
2
Comerica Bank
Comerica Bank
Texas
-$58.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$52.8M
4
PPW
Parcion Private Wealth
Washington
-$25.8M
5
Franklin Resources
Franklin Resources
California
-$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
476
Latigo Investments
Florida
$1.58M +$1.58M +8,857 New
MFS
477
McNamara Financial Services
Massachusetts
$1.58M -$14.7K -82 -0.9%
PWM
478
Perigon Wealth Management
California
$1.57M +$148K +827 +10%
WF
479
Warner Financial
Maryland
$1.57M +$1.57M +8,775 New
CWAG
480
Compton Wealth Advisory Group
Virginia
$1.56M +$367K +2,052 +31%
FIG
481
FundX Investment Group
California
$1.56M +$1.56M +8,700 New
MIM
482
Marco Investment Management
Georgia
$1.55M – – –
GBT
483
Grove Bank & Trust
Florida
$1.54M -$1.61K -9 -0.1%
RCI
484
RS Crum Inc
California
$1.54M +$1.54M +8,617 New
CSB
485
City State Bank
Iowa
$1.54M +$1.54M +8,595 New
FMBTD
486
First Midwest Bank Trust Division
Illinois
$1.54M -$352K -1,967 -19%
GA
487
GFS Advisors
Texas
$1.53M -$35.1K -196 -2%
FPS
488
Fieldpoint Private Securities
Connecticut
$1.52M +$261K +1,460 +21%
GWM
489
Greenhouse Wealth Management
Connecticut
$1.51M +$9.66K +54 +0.6%
COF
490
Capital One Financial
Virginia
$1.5M -$1.43K -8 -0.1%
SHFA
491
SC&H Financial Advisors
Maryland
$1.5M +$1.5M +8,385 New
PD
492
Planning Directions
Pennsylvania
$1.5M -$28.1K -157 -2%
HWM
493
Hemington Wealth Management
Virginia
$1.49M +$240K +1,686 +19%
MA
494
MONECO Advisors
Connecticut
$1.48M +$19.8K +116 +1%
GPA
495
Guidance Point Advisors
Massachusetts
$1.48M +$9.66K +54 +0.7%
SF
496
Synovus Financial
Georgia
$1.47M +$75.7K +423 +5%
Brown Advisory
497
Brown Advisory
Maryland
$1.47M +$620K +3,467 +73%
BFS
498
Bickling Financial Services
Massachusetts
$1.47M +$9.84K +55 +0.7%
SL
499
Systelligence LLC
Minnesota
$1.46M -$4.29K -24 -0.3%
JC
500
Jentner Corp
Ohio
$1.46M -$39.5K -221 -3%
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