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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 %
ST
551
Smithfield Trust
Pennsylvania
$1.2M -$109K -608 -8%
KNFPWM
552
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.19M +$1.19M +6,676 New
KA
553
Klingman & Associates
New York
$1.19M -$175K -976 -13%
BC
554
Burleson & Co
California
$1.19M +$79.4K +444 +7%
CSIA
555
Conrad Siegel Investment Advisors
Pennsylvania
$1.19M +$1.19M +6,873 New
FLPIM
556
F.L. Putnam Investment Management
Massachusetts
$1.19M +$4.83K +27 +0.4%
LPIC
557
LeJeune Puetz Investment Counsel
Michigan
$1.18M +$83.2K +465 +8%
BWM
558
BCS Wealth Management
Tennessee
$1.17M +$33.3K +186 +3%
TFGT
559
TS Financial Group (TSFG)
Illinois
$1.16M -$28.1K -157 -2%
ACP
560
Aveo Capital Partners
Colorado
$1.14M +$6.97K +39 +0.6%
DB
561
Dravo Bay
Delaware
$1.14M +$1.14M +6,683 New
BS
562
Boenning & Scattergood
Pennsylvania
$1.13M +$13.2K +74 +1%
AIA
563
Alera Investment Advisors
Illinois
$1.13M +$9.48K +53 +0.8%
WP
564
Wealthspan Partners
Iowa
$1.12M +$1.12M +6,277 New
ACM
565
Advisors Capital Management
New Jersey
$1.11M -$383K -2,143 -26%
KA
566
Kovack Advisors
Florida
$1.11M -$46.1K -258 -4%
IA
567
Insight Advisors
Pennsylvania
$1.11M +$12.3K +69 +1%
IFWM
568
Institute for Wealth Management
Colorado
$1.1M -$286K -1,599 -21%
OC
569
Oppenheimer & Co
New York
$1.09M -$27.9K -156 -2%
HA
570
HC Advisors
Georgia
$1.08M -$5.37K -30 -0.5%
PSF
571
Pacific Sun Financial
California
$1.08M +$19.7K +110 +2%
RRA
572
Round Rock Advisors
Connecticut
$1.08M +$1.08M +6,015 New
AWP
573
Abacus Wealth Partners
California
$1.07M +$34K +190 +3%
WFPG
574
Waller Financial Planning Group
Ohio
$1.07M -$88.6K -495 -8%
GA
575
Greenspring Advisors
Maryland
$1.05M +$1.05M +5,882 New
21 22
23
24 25