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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 %
SWP
501
Stratos Wealth Partners
Ohio
$1.46M -$40.8K -228 -3%
RRC
502
Relaxing Retirement Coach
Massachusetts
$1.45M -$49.4K -276 -3%
SRC
503
Shufro Rose & Co
New York
$1.44M +$321K +1,795 +29%
RIA
504
Regal Investment Advisors
Michigan
$1.44M -$30.1K -168 -2%
CIC
505
Carnegie Investment Counsel
Ohio
$1.44M +$1.07M +5,986 +291%
TCM
506
Telos Capital Management
California
$1.43M +$2.5K +14 +0.2%
ECM
507
Elgethun Capital Management
South Dakota
$1.43M +$23.2K +129 +2%
TC
508
Trust Company
Kansas
$1.41M +$1.25K +7 +0.1%
NFG
509
Nations Financial Group
Iowa
$1.4M +$27.2K +152 +2%
CA
510
Clearstead Advisors
Ohio
$1.39M +$1.23M +6,869 +769%
SWP
511
Summit Wealth Partners
Florida
$1.38M +$238K +1,331 +21%
BP
512
Ballentine Partners
Massachusetts
$1.38M +$458K +2,561 +50%
LPT
513
Legacy Private Trust
Wisconsin
$1.38M +$187K +1,045 +16%
TFF
514
The Family Firm
Maryland
$1.38M +$47.6K +266 +4%
GVAG
515
Great Valley Advisor Group
Delaware
$1.37M -$2.31K -13 -0.2%
PL
516
Plancorp LLC
Missouri
$1.37M +$358 +2 +0%
CMBA
517
C.M. Bidwell & Associates
Hawaii
$1.36M -$190K -1,062 -12%
RHBC
518
R.H. Bluestein & Co
Michigan
$1.36M +$97.5K +545 +8%
CWA
519
CJM Wealth Advisers
Virginia
$1.35M +$1.35M +7,562 New
EDRH
520
Edmond de Rothschild Holding
Switzerland
$1.35M -$152K -852 -10%
KWM
521
Kingsview Wealth Management
Oregon
$1.35M +$135K +757 +11%
APA
522
American Portfolios Advisors
New York
$1.34M +$114K +637 +9%
TMWM
523
Taylor & Morgan Wealth Management
Michigan
$1.33M +$1.33M +7,451 New
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$1.33M +$269K +1,503 +25%
ADL
525
Asset Dedication LLC
California
$1.32M -$239K -1,333 -15%
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