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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 %
DE
601
Day & Ennis
Georgia
$359K -$13.7K -96 -4%
SWM
602
Soundmark Wealth Management
Washington
$350K +$350K +2,463 New
SW
603
SVB Wealth
Massachusetts
$348K +$348K +2,449 New
DSA
604
Droms Strauss Advisors
Missouri
$347K +$844 +6 +0.2%
MPM
605
Meritage Portfolio Management
Kansas
$347K +$347K +2,440 New
GGI
606
Godsey & Gibb Inc
Virginia
$346K +$346K +2,430 New
CA
607
Calton & Associates
Florida
$345K +$50.4K +354 +17%
PG
608
Prostatis Group
Maryland
$345K +$345K +2,426 New
TFA
609
TPG Financial Advisors
Oregon
$341K +$5.83K +41 +2%
TCOV
610
Trust Company of Vermont
Vermont
$338K +$19.6K +138 +6%
CIAS
611
Capital Investment Advisory Services
North Carolina
$338K +$30.9K +217 +10%
EK
612
Evensky & Katz
Florida
$337K -$10.4K -73 -3%
BOS
613
Bingham Osborn & Scarborough
California
$337K +$337K +2,370 New
CFGS
614
Concourse Financial Group Securities
Alabama
$335K -$105K -735 -24%
TFS
615
Thoroughbred Financial Services
Tennessee
$335K +$5.68K +40 +2%
LWM
616
Laidlaw Wealth Management
New York
$334K +$334K +2,347 New
IA
617
IFG Advisors
Missouri
$333K – – –
SSCA
618
South Shore Capital Advisors
Massachusetts
$332K +$332K +2,336 New
GLA
619
Good Life Advisors
Pennsylvania
$331K +$2.28K +16 +0.7%
CFG
620
Citizens Financial Group
Rhode Island
$329K -$3.98K -28 -1%
AIP
621
Almanack Investment Partners
Pennsylvania
$327K +$327K +2,301 New
CFM
622
Comprehensive Financial Management
California
$321K +$3.7K +26 +1%
APP
623
Avantax Planning Partners
Iowa
$319K +$319K +2,245 New
ACI
624
Alpha Cubed Investments
California
$317K – – –
CWS
625
Cypress Wealth Services
California
$317K +$317K +2,227 New
23 24
25
26 27