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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 %
TAM
651
Townsend Asset Management
North Carolina
$289K +$123K +863 +74%
HIP
652
Harrell Investment Partners
Texas
$287K +$287K +2,020 New
BWM
653
Birchcreek Wealth Management
Ohio
$287K +$287K +2,021 New
RG
654
Rathbones Group
United Kingdom
$284K – – –
VDBMI
655
Van Den Berg Management I
Texas
$284K +$284K +2,000 New
ATWA
656
Arbor Trust Wealth Advisors
Michigan
$282K +$282K +1,986 New
RA
657
RFG Advisory
Alabama
$280K +$280K +1,880 New
ECG
658
EPIQ Capital Group
California
$278K +$1.71K +12 +0.6%
WTC
659
WhitTier Trust Company
Nevada
$276K -$49.7K -350 -15%
EWM
660
Evercore Wealth Management
New York
$275K – – –
B
661
Bridgeworth
Alabama
$272K -$2.13K -15 -0.8%
C1AG
662
Client 1st Advisory Group
Florida
$272K – – –
MFA
663
Mayflower Financial Advisors
Massachusetts
$272K +$272K +1,915 New
Deutsche Bank
664
Deutsche Bank
Germany
$269K +$18.7K +131 +7%
CTFG
665
Capstone Triton Financial Group
Oklahoma
$268K +$268K +1,882 New
IC
666
Intersect Capital
California
$268K +$268K +1,885 New
BZWA
667
Blue Zone Wealth Advisors
California
$267K +$1.71K +12 +0.6%
VVP
668
Venture Visionary Partners
Ohio
$265K -$6.81K -48 -3%
TFCP
669
Twin Focus Capital Partners
Massachusetts
$263K – – –
MMHP
670
Murphy Middleton Hinkle & Parker
Georgia
$263K – – –
WEC
671
Winslow Evans & Crocker
Massachusetts
$262K +$62K +435 +31%
KCM
672
Kathmere Capital Management
Pennsylvania
$261K -$40.5K -284 -13%
BB
673
Busey Bank
Illinois
$261K +$261K +1,836 New
WF
674
WoodTrust Financial
Wisconsin
$260K -$167K -1,173 -39%
AP
675
Appleton Partners
Massachusetts
$260K -$84K -590 -24%
25 26
27
28 29