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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 %
WP
676
WealthSource Partners
California
$259K +$284 +2 +0.1%
CIP
677
Cornerstone Investment Partners
Georgia
$259K +$259K +1,819 New
TWM
678
TriaGen Wealth Management
California
$258K +$258K +1,813 New
WGCA
679
Wolf Group Capital Advisors
Virginia
$255K +$255K +1,794 New
IIA
680
IPG Investment Advisors
California
$254K +$254K +1,785 New
TA
681
TFG Advisers
Michigan
$251K -$9.08K -64 -3%
FWM
682
Foresight Wealth Management
Utah
$251K +$251K +1,765 New
WCAMG
683
Woodard & Company Asset Management Group
North Carolina
$249K – – –
CCA
684
Column Capital Advisors
Indiana
$249K – – –
KFGK
685
Keystone Financial Group (Kentucky)
Kentucky
$249K +$249K +1,754 New
CAL
686
Capital Advisors Ltd
Ohio
$247K +$2.71K +19 +1%
WI
687
Wintrust Investments
Illinois
$246K -$89K -625 -27%
LRPA
688
L. Roy Papp & Associates
Arizona
$246K +$246K +1,729 New
CAS
689
Coppell Advisory Solutions
Texas
$244K +$244K +1,716 New
HVP
690
Hudson Value Partners
Florida
$241K +$241K +1,699 New
PIA
691
Pinion Investment Advisors
Kansas
$240K -$102K -717 -30%
Franklin Resources
692
Franklin Resources
California
$240K +$108K +756 +81%
CCM
693
Colorado Capital Management
Colorado
$239K +$239K +1,678 New
AFAS
694
Acorn Financial Advisory Services
Virginia
$239K +$239K +1,680 New
NAS
695
Nicolet Advisory Services
Wisconsin
$239K +$239K +1,681 New
RC
696
Rovin Capital
Arizona
$236K +$236K +1,660 New
CHP
697
Cable Hill Partners
Oregon
$235K +$235K +1,649 New
MFG
698
Merit Financial Group
Georgia
$234K +$234K +1,642 New
MWM
699
Minot Wealth Management
Massachusetts
$231K +$231K +1,622 New
BWA
700
Beam Wealth Advisors
Louisiana
$231K +$231K +1,626 New
26 27
28
29 30