VBR icon

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 %
GIA
626
Gladstone Institutional Advisory
Florida
$315K +$46.1K +324 +17%
Brown Advisory
627
Brown Advisory
Maryland
$313K -$7.38K -52 -2%
BIM
628
Baldwin Investment Management
Pennsylvania
$311K +$1.42K +10 +0.5%
Cerity Partners
629
Cerity Partners
New York
$311K +$311K +2,187 New
QCG
630
Quadrant Capital Group
Ohio
$310K +$28K +197 +10%
NP
631
NorthRock Partners
Minnesota
$307K -$28.8K -202 -9%
AF
632
Advisornet Financial
Minnesota
$306K -$380K -2,669 -55%
PTC
633
Private Trust Company
Ohio
$305K -$407K -2,870 -57%
WFA
634
West Financial Advisors
Iowa
$304K +$304K +2,140 New
HJMC
635
Hellman Jordan Management Company
Massachusetts
$302K +$302K +2,125 New
WA
636
Wambolt & Associates
Colorado
$302K +$302K +2,126 New
OWP
637
Obermeyer Wealth Partners
Colorado
$299K – – –
EWMCB
638
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$299K – – –
WFA
639
Wellspring Financial Advisors
Ohio
$298K -$79.2K -556 -21%
RPWA
640
Regent Peak Wealth Advisors
Georgia
$298K +$13.6K +96 +5%
LSPW
641
Lake Street Private Wealth
Illinois
$296K +$296K +2,079 New
DWT
642
Dorsey & Whitney Trust
South Dakota
$293K – – –
WFA
643
Wells Financial Advisors
Massachusetts
$292K +$292K +2,051 New
TA
644
Trellis Advisors
Washington
$292K +$292K +2,052 New
BBHC
645
Brown Brothers Harriman & Co
New York
$292K +$292K +2,055 New
MFA
646
McClarren Financial Advisors
Pennsylvania
$292K +$292K +2,057 New
JCM
647
Jacobi Capital Management
Pennsylvania
$291K +$9.09K +64 +3%
MA
648
Mezzasalma Advisors
New Jersey
$291K +$291K +2,049 New
MFG
649
Magnus Financial Group
New York
$291K +$291K +2,050 New
FHC
650
First Heartland Consultants
Missouri
$289K -$39K -274 -12%
24 25
26
27 28