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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
$586M
2
AL
Aspiriant LLC
California
$154M
3
Bank of America
Bank of America
North Carolina
$1.09B
4
BF
BOK Financial
Oklahoma
$31.9M
5
FI
FormulaFolio Investments
Michigan
$32.1M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.31B
3
AF
Allworth Financial
California
$90M
4
CCFM
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$30.5M +$3.03M +21,277 +11%
SF
52
Summit Financial
New Jersey
$29.9M -$569K -3,998 -2%
JRP
53
Jasper Ridge Partners
California
$29.4M – – –
SFS
54
Sowell Financial Services
Arkansas
$29.1M +$147K +1,031 +0.5%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$27.9M +$3.63M +25,499 +15%
Truist Financial
56
Truist Financial
North Carolina
$27.6M +$356K +2,506 +1%
CAM
57
Cresset Asset Management
Illinois
$26.8M +$207K +1,453 +0.8%
MML Investors Services
58
MML Investors Services
Massachusetts
$25.6M -$1.44M -10,160 -5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$25.5M +$4.51M +31,689 +21%
Creative Planning
60
Creative Planning
Kansas
$25.2M +$4.49M +31,593 +22%
PPW
61
Parcion Private Wealth
Washington
$24.1M +$904K +6,358 +4%
B
62
Bailard
California
$24M +$1.69M +11,868 +8%
IWA
63
Inspirion Wealth Advisors
Illinois
$23.7M +$322K +2,267 +1%
BFA
64
Bragg Financial Advisors
North Carolina
$23.2M +$303K +2,134 +1%
Vanguard Group
65
Vanguard Group
Pennsylvania
$22.7M +$22.1M +155,147 +3,721%
SC
66
Savant Capital
Illinois
$22.3M +$2.23M +15,701 +11%
BSW
67
Buckingham Strategic Wealth
Missouri
$22.2M +$876K +6,161 +4%
PSUF
68
People's United Financial
Connecticut
$22.1M -$1.14M -7,997 -5%
WA
69
Wealth Architects
California
$22M -$12.7K -89 -0.1%
FSWA
70
Financial Synergies Wealth Advisors
Texas
$22M -$6.83M -48,007 -24%
Stifel Financial
71
Stifel Financial
Missouri
$21.6M +$2.31M +16,227 +12%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$21.3M -$591K -4,153 -3%
MWM
73
Modera Wealth Management
New Jersey
$20.4M +$6.04M +42,490 +42%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$20.2M +$402K +2,824 +2%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$20.1M +$12.3M +86,204 +157%
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