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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 %
NDSI
651
Newman Dignan & Sheerar Inc
Rhode Island
$743K +$29.9K +167 +4%
AWCI
652
Alpine Woods Capital Investors
New York
$736K – – –
GIA
653
Gladstone Institutional Advisory
Florida
$734K +$261K +1,460 +55%
HIGP
654
Hill Investment Group Partners
Missouri
$731K – – –
PPA
655
Parametric Portfolio Associates
Washington
$729K +$97.6K +546 +15%
USCWA
656
U.S. Capital Wealth Advisors
Texas
$720K -$4.11K -23 -0.6%
LHEI
657
Leo H. Evart Inc
California
$717K +$717K +4,007 New
LFA
658
Landmark Financial Advisors
Kentucky
$715K -$41.2K -230 -5%
FAM
659
Frontier Asset Management
Wyoming
$715K +$715K +3,999 New
CP
660
Camelot Portfolios
Ohio
$706K +$69.2K +387 +11%
APIM
661
Agate Pass Investment Management
Washington
$706K +$706K +3,949 New
DBRC
662
D.B. Root & Company
Pennsylvania
$702K +$4.11K +23 +0.6%
FF
663
Financial Futures
New Jersey
$700K +$700K +3,915 New
SIC
664
SJS Investment Consulting
Ohio
$690K +$690K +3,856 New
CF
665
Centaurus Financial
California
$689K +$1.07K +6 +0.2%
FLA
666
Financial Life Advisors
Texas
$687K -$15.7K -88 -2%
CGL
667
Clarius Group LLC
Washington
$686K – – –
SIC
668
Sterling Investment Counsel
New York
$671K +$671K +3,752 New
CWA
669
Canvas Wealth Advisors
Kansas
$661K +$52.6K +294 +9%
CTFG
670
Capstone Triton Financial Group
Oklahoma
$661K +$65.9K +369 +11%
HA
671
HYA Advisors
Missouri
$660K -$77.6K -434 -11%
CWM
672
Congress Wealth Management
Massachusetts
$653K +$653K +3,654 New
CWC
673
Carolinas Wealth Consulting
North Carolina
$648K +$3.22K +18 +0.5%
JCM
674
Jag Capital Management
Missouri
$644K +$30.4K +170 +5%
PHS
675
Pekin Hardy Strauss
Illinois
$639K +$36.6K +205 +6%
25 26
27
28 29