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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 %
UFA
501
US Financial Advisors
Massachusetts
$632K +$632K +4,445 New
VCM
502
Versant Capital Management
Arizona
$630K -$71.5K -503 -10%
MCM
503
MAI Capital Management
Ohio
$630K – – –
APA
504
American Portfolios Advisors
New York
$622K +$336K +2,364 +118%
EA
505
Elm Advisors
California
$621K +$18.5K +130 +3%
TWP
506
TFO Wealth Partners
Ohio
$619K +$217K +1,529 +54%
CFB
507
Cullen/Frost Bankers
Texas
$618K +$996 +7 +0.2%
EIG
508
Ellenbecker Investment Group
Wisconsin
$616K -$24K -169 -4%
AIM
509
AMI Investment Management
Indiana
$608K – – –
VA
510
Valmark Advisers
Ohio
$601K +$601K +4,227 New
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$598K -$34.4K -242 -5%
WIA
512
World Investment Advisors
California
$591K -$39.7K -251 -6%
EVC
513
Eidelman Virant Capital
Missouri
$590K +$3.27K +23 +0.6%
AWA
514
Arkadios Wealth Advisors
Georgia
$588K +$584K +4,106 +14,159%
AWCI
515
Alpine Woods Capital Investors
New York
$585K – – –
AC
516
Alexandria Capital
Virginia
$584K +$3.55K +25 +0.6%
OC
517
Oppenheimer & Co
New York
$578K +$578K +4,062 New
SCA
518
STALEY CAPITAL ADVISERS
Pennsylvania
$572K – – –
AWP
519
Accretive Wealth Partners
New Jersey
$568K +$568K +3,991 New
CTC
520
Central Trust Company
Missouri
$566K -$853 -6 -0.2%
MA
521
Montag & Associates
Georgia
$566K +$566K +3,979 New
VCP
522
Vista Capital Partners
Oregon
$564K -$127K -895 -18%
AllianceBernstein
523
AllianceBernstein
Tennessee
$561K +$102K +714 +22%
AP
524
Advisor Partners
California
$558K +$558K +3,923 New
UR
525
USCA RIA
Texas
$556K – – –
19 20
21
22 23