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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 %
DBRC
526
D.B. Root & Company
Pennsylvania
$552K +$552K +3,888 New
PAM
527
Peak Asset Management
Colorado
$548K -$9.38K -66 -2%
ODIJL
528
One Day In July LLC
Vermont
$548K +$64.4K +453 +13%
LIM
529
Leavell Investment Management
Alabama
$547K -$1.68M -11,784 -75%
CGL
530
Clarius Group LLC
Washington
$546K -$8.68K -61 -2%
PAIM
531
Punch & Associates Investment Management
Minnesota
$542K +$132K +930 +32%
GRP
532
Global Retirement Partners
California
$528K -$1.99K -14 -0.4%
CFO
533
CVA Family Office
Colorado
$526K +$63.2K +445 +14%
PFA
534
Paradigm Financial Advisors
Missouri
$524K -$137K -961 -21%
PBF
535
Petix & Botte Financial
California
$524K -$16.9K -119 -3%
TWA
536
TCI Wealth Advisors
Arizona
$521K -$17.4K -122 -3%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$520K +$520K +3,654 New
MFIMFI
538
Mesirow Financial Investment Management - Fixed Income
Illinois
$519K – – –
WWM
539
Western Wealth Management
Colorado
$517K +$11.5K +81 +2%
JCM
540
Jag Capital Management
Missouri
$509K – – –
CW
541
CreativeOne Wealth
Kansas
$509K +$509K +3,580 New
FLI
542
Family Legacy Inc
South Carolina
$492K +$427 +3 +0.1%
LA
543
LexAurum Advisors
Kansas
$492K +$11.8K +83 +2%
CIBC World Market
544
CIBC World Market
Ontario, Canada
$490K +$490K +3,446 New
DAS
545
Dynamic Advisor Solutions
Arizona
$487K -$202K -1,417 -29%
SWM
546
Selective Wealth Management
Virginia
$487K +$4.84K +34 +1%
AFA
547
Arlington Financial Advisors
California
$484K – – –
AHC
548
Anderson Hoagland & Co
Missouri
$480K +$480K +3,376 New
KM
549
Kalos Management
Georgia
$479K +$753 +5 +0.2%
DPI
550
Diversified Portfolios Inc
Michigan
$479K +$31.6K +222 +7%
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