VBR icon

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 %
DI
526
Disciplined Investments
Oklahoma
$1.32M +$10.9K +61 +0.8%
MFT
527
Moisand Fitzgerald Tamayo
Florida
$1.32M -$84.8K -474 -6%
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$1.31M – – –
FCH
529
Freestone Capital Holdings
Washington
$1.3M -$85.7K -479 -6%
Financial Engines Advisors
530
Financial Engines Advisors
California
$1.3M +$33.6K +188 +3%
NW
531
NewEdge Wealth
Pennsylvania
$1.3M +$1.3M +7,261 New
BAM
532
Belpointe Asset Management
Nevada
$1.29M -$70.1K -392 -5%
TC
533
TAP Consulting
Missouri
$1.28M -$306K -1,710 -19%
KAM
534
KEB Asset Management
Illinois
$1.28M +$1.28M +7,158 New
RA
535
Riversedge Advisors
Delaware
$1.27M +$186K +1,039 +17%
SFP
536
Strategic Financial Partners
Oregon
$1.26M -$67.8K -379 -5%
JWM
537
Janiczek Wealth Management
Colorado
$1.26M +$2.68K +15 +0.2%
Koshinski Asset Management
538
Koshinski Asset Management
Illinois
$1.26M +$155K +866 +14%
TPCW
539
TD Private Client Wealth
New York
$1.25M -$88.5K -495 -7%
CTA
540
Chesley Taft & Associates
Illinois
$1.25M +$315K +1,762 +34%
CPA
541
Capital Performance Advisors
California
$1.24M +$1.24M +7,510 New
CWM
542
Collaborative Wealth Management
Florida
$1.24M +$1.24M +6,929 New
WI
543
Wintrust Investments
Illinois
$1.23M – – –
SSW
544
Stone Summit Wealth
Florida
$1.23M +$1.23M +6,901 New
Cerity Partners
545
Cerity Partners
New York
$1.23M -$21.3M -5,345 -95%
CL
546
CPWM LLC
Washington
$1.23M +$1.23M +7,271 New
IWA
547
Intercontinental Wealth Advisors
Texas
$1.23M – – –
CFG
548
Citizens Financial Group
Rhode Island
$1.22M +$21.8K +122 +2%
WI
549
WrapManager Inc
California
$1.21M -$22.4K -125 -2%
TP
550
Tranquility Partners
Tennessee
$1.2M +$75.5K +422 +7%
20 21
22
23 24