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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

988 hedge funds and large institutions have $14.1B invested in Vanguard Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 416 increasing their positions, 331 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
Holders Change
+15
Holders Change %
+1.54%
% of All Funds
17.25%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.43%
New
88
Increased
416
Reduced
331
Closed
58
Calls
$8.25M
Puts
$7.12M
Net Calls
+$1.13M
Net Calls Change
+$3.08M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$103M
2
BCM
Brookstone Capital Management
Illinois
+$59.7M
3
Goldman Sachs
Goldman Sachs
New York
+$35.5M
4
UBS Group
UBS Group
Switzerland
+$31.4M
5
CAM
Cresset Asset Management
Illinois
+$25.9M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$54.5M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
SFS
Sowell Financial Services
Arkansas
-$28M
4
CWM
Connecticut Wealth Management
Connecticut
-$24.9M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
626
Liberty Wealth Management
California
$556K +$547K +3,167 +6,334%
VPIM
627
Vanguard Personalized Indexing Management
California
$555K – – –
NF
628
Nikulski Financial
Iowa
$554K +$96.1K +565 +21%
VCM
629
Vivaldi Capital Management
Illinois
$553K -$241K -1,386 -30%
KM
630
Kalos Management
Georgia
$552K +$131K +760 +31%
TC
631
TownSquare Capital
Utah
$550K +$2.57K +15 +0.5%
SLT
632
St Louis Trust
Missouri
$549K – – –
TWA
633
TCI Wealth Advisors
Arizona
$549K +$30.5K +176 +6%
HFA
634
Hoover Financial Advisors
Pennsylvania
$547K +$24.5K +141 +5%
DSA
635
Droms Strauss Advisors
Missouri
$540K +$125K +722 +30%
AHC
636
Anderson Hoagland & Co
Missouri
$538K -$40.1K -231 -7%
VCP
637
Vista Capital Partners
Oregon
$534K +$28.2K +162 +6%
PA
638
Procyon Advisors
Connecticut
$532K – – –
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$529K +$389K +2,240 +278%
MWM
640
Meridian Wealth Management
Kentucky
$521K -$2.26K -13 -0.4%
CA
641
Calton & Associates
Florida
$520K +$14.3K +82 +3%
CWA
642
Canvas Wealth Advisors
Kansas
$520K +$159K +914 +44%
GC
643
Gibson Capital
Pennsylvania
$518K – – –
SCA
644
Snowden Capital Advisors
New York
$512K +$218K +1,253 +74%
GC
645
Grimes & Company
Massachusetts
$512K – – –
MW
646
Marcum Wealth
Ohio
$512K +$7.11K +41 +1%
DWT
647
Dorsey & Whitney Trust
South Dakota
$504K -$6.95K -40 -1%
PG
648
Prostatis Group
Maryland
$503K -$43.9K -253 -8%
RA
649
Resolute Advisors
California
$502K +$1.74K +10 +0.3%
AIM
650
Anchor Investment Management
South Carolina
$502K +$36.8K +212 +8%
24 25
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