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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 %
BAS
701
Brown Advisory Securities
Maryland
$338K +$338K +2,042 New
FHC
702
First Heartland Consultants
Missouri
$336K -$166 -1 -0%
HIP
703
Harrell Investment Partners
Texas
$335K – – –
LHC
704
Little House Capital
Massachusetts
$335K +$335K +2,020 New
MFA
705
Mayflower Financial Advisors
Massachusetts
$332K +$15.2K +92 +5%
IC
706
Intersect Capital
California
$332K +$20.2K +122 +6%
RG
707
Rathbones Group
United Kingdom
$331K – – –
AIA
708
Arbor Investment Advisors
North Carolina
$330K +$330K +1,992 New
NFP
709
Narus Financial Partners
Utah
$329K +$329K +1,990 New
MOS
710
MGO One Seven
Ohio
$327K +$327K +1,975 New
WFA
711
Wellspring Financial Advisors
Ohio
$326K +$140K +1,584 +76%
ECG
712
EPIQ Capital Group
California
$325K +$1.16K +7 +0.4%
VVP
713
Venture Visionary Partners
Ohio
$323K +$13.7K +83 +4%
WTC
714
WhitTier Trust Company
Nevada
$322K – – –
EWM
715
Evercore Wealth Management
New York
$320K – – –
B
716
Bridgeworth
Alabama
$317K – – –
BZWA
717
Blue Zone Wealth Advisors
California
$317K +$5.47K +33 +2%
RA
718
RFG Advisory
Alabama
$314K +$2.32K +14 +0.7%
WA
719
Wealth Alliance
New York
$314K +$60.7K +366 +24%
CAL
720
Capital Advisors Ltd
Ohio
$307K +$19.6K +118 +7%
QC
721
QCM Cayman
Texas
$307K +$307K +1,852 New
MMHP
722
Murphy Middleton Hinkle & Parker
Georgia
$306K – – –
TFCP
723
Twin Focus Capital Partners
Massachusetts
$306K – – –
1SB
724
1ST Source Bank
Indiana
$306K +$306K +1,849 New
BB
725
Busey Bank
Illinois
$304K – – –
27 28
29
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