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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 %
LA
626
LexAurum Advisors
Kansas
$824K +$121K +674 +17%
EA
627
Echo45 Advisors
California
$824K +$824K +4,605 New
RG
628
Retirement Group
California
$810K +$159K +890 +24%
PAIM
629
Punch & Associates Investment Management
Minnesota
$807K +$3.04K +17 +0.4%
NRI
630
NFP Retirement Inc
California
$805K +$113K +634 +16%
MF
631
Meridian Financial
Massachusetts
$803K +$803K +4,492 New
AP
632
Advisor Partners
California
$790K +$55.1K +308 +7%
JCM
633
Jacobi Capital Management
Pennsylvania
$785K +$62.4K +349 +9%
WGCA
634
Wolf Group Capital Advisors
Virginia
$783K +$501K +2,798 +177%
LFG
635
Larson Financial Group
Missouri
$782K -$13.4K -75 -2%
AA
636
Aire Advisors
California
$779K +$779K +4,359 New
DPI
637
Diversified Portfolios Inc
Michigan
$778K +$62K +347 +9%
BDF
638
Balasa Dinverno & Foltz
$777K -$13.4K -75 -2%
WKWM
639
Walter & Keenan Wealth Management
Indiana
$769K +$22.5K +126 +3%
EA
640
Elm Advisors
California
$767K – – –
AIM
641
AMI Investment Management
Indiana
$765K – – –
CFB
642
Cullen/Frost Bankers
Texas
$764K – – –
TFA
643
Triad Financial Advisors
North Carolina
$759K +$759K +4,244 New
MAM
644
McLean Asset Management
Virginia
$757K -$52.7K -292 -7%
ODIJL
645
One Day In July LLC
Vermont
$756K +$68.7K +384 +10%
RFC
646
Regions Financial Corp
Alabama
$756K +$153K +854 +25%
AWP
647
Accretive Wealth Partners
New Jersey
$754K – – –
PFA
648
Pure Financial Advisors
California
$753K +$19.9K +111 +3%
MWA
649
Motive Wealth Advisors
Michigan
$752K -$442K -2,470 -37%
WH
650
Willner & Heller
California
$745K +$745K +4,399 New
24 25
26
27 28