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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 %
PPA
576
Parametric Portfolio Associates
Washington
$419K +$7.97K +56 +2%
BFC
577
Bedel Financial Consulting
Indiana
$414K +$4.7K +33 +1%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$411K +$39.1K +275 +11%
RA
579
Resolute Advisors
California
$408K +$408K +2,871 New
ACM
580
Anfield Capital Management
California
$405K +$142 +1 +0%
IA
581
IFG Advisory
Georgia
$400K -$26.3K -185 -6%
GT
582
Glenview Trust
Kentucky
$399K – – –
RMA
583
Roffman Miller Associates
Pennsylvania
$397K +$18.6K +131 +5%
AWM
584
Atticus Wealth Management
Florida
$397K +$322K +2,270 +432%
BWP
585
Baldwin Wealth Partners
Massachusetts
$397K +$397K +2,792 New
EPWM
586
Essex Private Wealth Management
Massachusetts
$393K – – –
SWA
587
Sax Wealth Advisors
New Jersey
$392K +$392K +2,753 New
PHS
588
Pekin Hardy Strauss
Illinois
$391K -$59K -415 -13%
IFG
589
Investors Financial Group
Minnesota
$390K +$427 +3 +0.1%
SCM
590
Southport Capital Management
Tennessee
$383K – – –
RFC
591
Regions Financial Corp
Alabama
$382K -$34.5K -243 -8%
NF
592
Nikulski Financial
Iowa
$382K -$3.55K -25 -0.9%
MCA
593
Magnolia Capital Advisors
Mississippi
$381K +$381K +2,678 New
BFPW
594
BOK Financial Private Wealth
Colorado
$379K -$52.8K -372 -12%
RWI
595
Red Wave Investments
Pennsylvania
$378K +$378K +2,655 New
SFPM
596
Sensible Financial Planning & Management
Massachusetts
$375K +$4.98K +35 +1%
SBIA
597
Sheaff Brock Investment Advisors
Indiana
$371K – – –
LWP
598
Lumature Wealth Partners
Georgia
$371K +$371K +2,612 New
EFL
599
ERn Financial LLC
Wisconsin
$370K +$35.2K +248 +11%
OFS
600
Oldfather Financial Services
Nebraska
$362K -$9.53K -62 -3%
22 23
24
25 26