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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 %
HPCM
701
Hunter Perkins Capital Management
Illinois
$230K +$230K +1,617 New
RHBC
702
R.H. Bluestein & Co
Michigan
$228K -$30.6K -215 -12%
CIC
703
Cornercap Investment Counsel
Georgia
$227K +$227K +1,655 New
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$8.39K +59 +4%
ESB
705
Essex Savings Bank
Connecticut
$226K +$226K +1,584 New
EHPM
706
Emery Howard Portfolio Management
California
$225K +$225K +1,580 New
SQA
707
Simon Quick Advisors
New Jersey
$224K +$1.57K +11 +0.7%
SAM
708
Seelaus Asset Management
New Jersey
$224K +$224K +1,577 New
FT
709
Fiduciary Trust
Massachusetts
$223K -$41.2K -290 -16%
S
710
Surevest
California
$223K +$223K +1,566 New
LL
711
LPWM LLC
Minnesota
$223K +$223K +1,567 New
SAM
712
Summit Asset Management
Tennessee
$222K +$222K +1,563 New
MP
713
McDonald Partners
Ohio
$221K +$221K +1,552 New
WCA
714
Windsor Creek Advisors
Vermont
$218K +$218K +1,536 New
SNT
715
Security National Trust
West Virginia
$217K – – –
WA
716
Wealth Alliance
New York
$217K +$217K +1,528 New
SFG
717
StrategIQ Financial Group
Indiana
$217K +$217K +1,529 New
FA
718
Fiducient Advisors
Illinois
$216K +$216K +1,520 New
HSA
719
HBK Sorce Advisory
Pennsylvania
$214K -$109K -765 -34%
GI
720
Glovista Investments
New Jersey
$213K +$213K +1,500 New
JFG
721
JMG Financial Group
Illinois
$211K +$211K +1,484 New
WIA
722
Wealthstreet Investment Advisors
Texas
$211K +$211K +1,486 New
CAM
723
Cozad Asset Management
Illinois
$211K +$211K +1,487 New
Fisher Asset Management
724
Fisher Asset Management
Washington
$210K -$146K -1,023 -41%
HI
725
Hudock Inc
Pennsylvania
$210K +$75.3K +531 +56%
27 28
29
30 31