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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 %
WP
551
WMS Partners
Maryland
$478K +$15.6K +110 +3%
GVAG
552
Great Valley Advisor Group
Delaware
$475K +$67.2K +472 +16%
SCM
553
SOL Capital Management
Maryland
$471K +$78.9K +554 +20%
LPIC
554
LeJeune Puetz Investment Counsel
Michigan
$470K +$321K +2,253 +215%
W
555
WealthOne
New York
$461K -$56.5K -398 -11%
HFA
556
Hoover Financial Advisors
Pennsylvania
$458K -$168K -1,100 -27%
GP
557
Geneva Partners
Wisconsin
$458K +$458K +3,217 New
TC
558
TownSquare Capital
Utah
$456K +$456K +3,205 New
VPIM
559
Vanguard Personalized Indexing Management
California
$455K -$509K -3,577 -53%
PA
560
Procyon Advisors
Connecticut
$455K -$21.3K -150 -4%
ECG
561
Edge Capital Group
Georgia
$455K +$711 +5 +0.2%
UBS AM
562
UBS AM
Illinois
$454K +$454K +3,189 New
CWAG
563
Compton Wealth Advisory Group
Virginia
$450K -$107K -752 -19%
SLT
564
St Louis Trust
Missouri
$450K +$450K +3,163 New
MWM
565
Meridian Wealth Management
Kentucky
$444K +$103K +725 +30%
TFM
566
TFC Financial Management
Massachusetts
$444K +$444K +3,121 New
TNB
567
TCF National Bank
South Dakota
$443K -$110K -771 -20%
CWC
568
Carolinas Wealth Consulting
North Carolina
$443K +$17.1K +120 +4%
EFSCE
569
Enterprise Financial Services Corp (EFSC)
Missouri
$439K -$12.4K -87 -3%
BS
570
Boenning & Scattergood
Pennsylvania
$431K +$43.7K +307 +11%
MW
571
Marcum Wealth
Ohio
$429K -$41.8K -294 -9%
MWM
572
Mission Wealth Management
California
$428K +$428K +3,013 New
GC
573
Gibson Capital
Pennsylvania
$426K – – –
KTM
574
Keeler Thomas Management
Utah
$424K +$8.81K +62 +2%
GC
575
Grimes & Company
Massachusetts
$420K – – –
21 22
23
24 25