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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 %
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$422K -$26.6K -153 -6%
IA
677
IFG Advisors
Missouri
$420K +$12.7K +73 +3%
DCM
678
Dimension Capital Management
Florida
$417K -$499K -2,875 -54%
AWM
679
Atticus Wealth Management
Florida
$415K -$60.6K -349 -13%
BOS
680
Bingham Osborn & Scarborough
California
$412K – – –
SAM
681
SignalPoint Asset Management
Missouri
$411K -$25.5K -147 -6%
CCM
682
Coe Capital Management
Illinois
$411K +$170K +981 +71%
FNBSF
683
First National Bank Sioux Falls
South Dakota
$410K – – –
EFL
684
ERn Financial LLC
Wisconsin
$409K -$20.1K -116 -5%
SSCA
685
South Shore Capital Advisors
Massachusetts
$408K – – –
SMA
686
Sage Mountain Advisors
Georgia
$408K +$388K +2,231 +1,891%
OFS
687
Oldfather Financial Services
Nebraska
$405K -$5.2K -30 -1%
WP
688
WealthSource Partners
California
$404K +$185K +1,066 +84%
W
689
WealthOne
New York
$402K -$151K -869 -27%
KCM
690
Kathmere Capital Management
Pennsylvania
$400K +$39.2K +226 +11%
TFS
691
Thoroughbred Financial Services
Tennessee
$397K -$6.08K -35 -2%
AF
692
Advisornet Financial
Minnesota
$392K +$17.2K +99 +5%
APP
693
Avantax Planning Partners
Iowa
$390K – – –
WA
694
Wealth Alliance
New York
$389K +$60.1K +346 +18%
ACI
695
Alpha Cubed Investments
California
$388K – – –
Simplex Trading
696
Simplex Trading
Illinois
$385K +$385K +2,221 New
CW
697
CreativeOne Wealth
Kansas
$381K -$19.4K -112 -5%
GIA
698
Gladstone Institutional Advisory
Florida
$380K -$520 -3 -0.1%
LWP
699
Lumature Wealth Partners
Georgia
$379K -$38K -219 -9%
WCA
700
Westover Capital Advisors
Delaware
$378K +$94.2K +542 +33%
26 27
28
29 30