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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 %
CWS
676
Cypress Wealth Services
California
$374K +$4.97K +30 +1%
APP
677
Avantax Planning Partners
Iowa
$372K – – –
ACI
678
Alpha Cubed Investments
California
$370K – – –
SRC
679
Shufro Rose & Co
New York
$368K +$368K +2,220 New
GIA
680
Gladstone Institutional Advisory
Florida
$363K -$3.14K -19 -0.9%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$361K +$97.3K +587 +37%
CFN
682
Cordasco Financial Network
Florida
$361K +$180K +1,085 +99%
IA
683
IFG Advisory
Georgia
$360K -$107K -645 -23%
AF
684
Advisornet Financial
Minnesota
$357K +$1.49K +9 +0.4%
WFA
685
West Financial Advisors
Iowa
$356K +$1.66K +10 +0.5%
BFPW
686
BOK Financial Private Wealth
Colorado
$353K -$89K -537 -20%
SWA
687
Sax Wealth Advisors
New Jersey
$352K -$103K -625 -23%
CWA
688
Canvas Wealth Advisors
Kansas
$350K +$350K +2,078 New
OWP
689
Obermeyer Wealth Partners
Colorado
$348K – – –
EWMCB
690
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$348K – – –
TWM
691
TriaGen Wealth Management
California
$348K +$48.1K +291 +16%
QCG
692
Quadrant Capital Group
Ohio
$347K -$14.1K -85 -4%
CIAS
693
Capital Investment Advisory Services
North Carolina
$346K -$47.2K -285 -12%
NP
694
NorthRock Partners
Minnesota
$345K -$11.6K -70 -3%
LSPW
695
Lake Street Private Wealth
Illinois
$344K – – –
Deutsche Bank
696
Deutsche Bank
Germany
$344K +$31.3K +189 +10%
KCM
697
Kathmere Capital Management
Pennsylvania
$344K +$40.7K +246 +13%
MFA
698
McClarren Financial Advisors
Pennsylvania
$342K +$1.33K +8 +0.4%
RPG
699
Resource Planning Group
Georgia
$342K +$342K +2,065 New
MA
700
Mezzasalma Advisors
New Jersey
$339K – – –
26 27
28
29 30