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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 %
PBF
651
Petix & Botte Financial
California
$500K -$71.6K -412 -13%
BWP
652
Baldwin Wealth Partners
Massachusetts
$495K +$10.1K +58 +2%
TSS
653
Two Sigma Securities
New York
$495K +$495K +2,853 New
IC
654
IEQ Capital
California
$494K +$494K +2,844 New
RWI
655
Red Wave Investments
Pennsylvania
$493K – – –
GT
656
Glenview Trust
Kentucky
$487K – – –
EPWM
657
Essex Private Wealth Management
Massachusetts
$481K – – –
NFP
658
Novak Financial Planning
Maryland
$479K +$252K +1,451 +111%
CHC
659
City Holding Co
West Virginia
$476K +$186K +1,071 +64%
BFC
660
Bedel Financial Consulting
Indiana
$474K -$19.4K -112 -4%
RMA
661
Roffman Miller Associates
Pennsylvania
$470K +$1.74K +10 +0.4%
TFA
662
Teamwork Financial Advisors
Texas
$469K +$469K +2,700 New
FFA
663
Founders Financial Alliance
North Carolina
$464K +$50.3K +288 +12%
GP
664
Greenline Partners
New York
$462K +$462K +2,660 New
MCA
665
Magnolia Capital Advisors
Mississippi
$459K -$6.43K -37 -1%
ISL
666
Ingalls & Snyder LLC
New York
$457K – – –
VWA
667
V Wealth Advisors
Kansas
$453K +$170K +981 +60%
SWM
668
Selective Wealth Management
Virginia
$449K -$61K -351 -12%
MFA
669
McClarren Financial Advisors
Pennsylvania
$449K +$91.7K +530 +26%
SBIA
670
Sheaff Brock Investment Advisors
Indiana
$436K +$8.86K +51 +2%
SFPM
671
Sensible Financial Planning & Management
Massachusetts
$431K -$26.4K -152 -6%
IFG
672
Investors Financial Group
Minnesota
$430K -$3.13K -18 -0.7%
DE
673
Day & Ennis
Georgia
$430K +$1.22K +7 +0.3%
TAM
674
Townsend Asset Management
North Carolina
$430K +$16.9K +97 +4%
GGI
675
Godsey & Gibb Inc
Virginia
$424K – – –
25 26
27
28 29