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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

973 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 378 increasing their positions, 322 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+75
Holders Change %
+8.35%
% of All Funds
17.13%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
1.51%
New
138
Increased
378
Reduced
322
Closed
56
Calls
$6.13M
Puts
$8.08M
Net Calls
-$1.95M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$631M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
3
HighTower Advisors
HighTower Advisors
Illinois
+$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$81.9M
5
CFM
Comprehensive Financial Management
California
+$62.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.6M
2
Comerica Bank
Comerica Bank
Texas
-$41.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$40.4M
4
SGAM
Stephens Group Asset Management
Arkansas
-$39.3M
5
FI
FormulaFolio Investments
Michigan
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
651
Citizens Financial Group
Rhode Island
$446K +$62.3K +376 +16%
MCA
652
Magnolia Capital Advisors
Mississippi
$444K – – –
AIM
653
Anchor Investment Management
South Carolina
$443K +$353K +2,131 +391%
SFPM
654
Sensible Financial Planning & Management
Massachusetts
$437K – – –
ISL
655
Ingalls & Snyder LLC
New York
$436K +$436K +2,630 New
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$427K -$51.1K -309 -11%
KM
657
Kalos Management
Georgia
$418K -$125K -732 -23%
SAM
658
SignalPoint Asset Management
Missouri
$416K +$416K +2,514 New
IFG
659
Investors Financial Group
Minnesota
$413K -$41.1K -248 -9%
EFL
660
ERn Financial LLC
Wisconsin
$410K -$21.5K -130 -5%
DE
661
Day & Ennis
Georgia
$409K -$8.78K -53 -2%
SBIA
662
Sheaff Brock Investment Advisors
Indiana
$407K -$24.8K -150 -6%
FFA
663
Founders Financial Alliance
North Carolina
$405K +$367K +2,151 +978%
GGI
664
Godsey & Gibb Inc
Virginia
$404K +$1.49K +9 +0.4%
LWP
665
Lumature Wealth Partners
Georgia
$398K -$34.8K -210 -8%
OFS
666
Oldfather Financial Services
Nebraska
$396K +$1.67K +10 +0.4%
TAM
667
Townsend Asset Management
North Carolina
$394K +$56.7K +342 +17%
DSA
668
Droms Strauss Advisors
Missouri
$392K -$12.8K -78 -3%
BOS
669
Bingham Osborn & Scarborough
California
$392K – – –
FNBSF
670
First National Bank Sioux Falls
South Dakota
$391K +$391K +2,363 New
SSCA
671
South Shore Capital Advisors
Massachusetts
$389K +$2.15K +13 +0.6%
IA
672
IFG Advisors
Missouri
$388K – – –
TFS
673
Thoroughbred Financial Services
Tennessee
$384K -$6.62K -40 -2%
CW
674
CreativeOne Wealth
Kansas
$382K -$211K -1,274 -36%
RFC
675
Regions Financial Corp
Alabama
$379K -$65.9K -398 -15%
25 26
27
28 29