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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
1
Bank of America
North Carolina
$1.9B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$441M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$98.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$152M
5
CFM
5
Comprehensive Financial Management
California
$62.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.49B
2
Comerica Bank
2
Comerica Bank
Texas
$46.6M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.7M
4
SGAM
4
Stephens Group Asset Management
Arkansas
$74.6M
5
FI
5
FormulaFolio Investments
Michigan
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
51
BOK Financial
Oklahoma
$37.4M +$242K +1,463 +0.7%
CPO
52
Cerity Partners OCIO
New York
$37.3M -$568K -3,432 -2%
JRP
53
Jasper Ridge Partners
California
$34.2M – – –
SF
54
Summit Financial
New Jersey
$34.1M -$715K -4,318 -2%
SFS
55
Sowell Financial Services
Arkansas
$32.6M -$3.28M -18,673 -9%
Truist Financial
56
Truist Financial
North Carolina
$32.3M +$106K +641 +0.3%
Mariner
57
Mariner
Kansas
$32.1M -$3.4M -20,545 -10%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$30.3M -$2.17M -13,084 -7%
TSW
59
Thompson Siegel & Walmsley
Virginia
$30.3M +$7.13M +43,031 +31%
PPW
60
Parcion Private Wealth
Washington
$30M +$1.88M +11,338 +7%
MML Investors Services
61
MML Investors Services
Massachusetts
$29.7M -$81.1K -490 -0.3%
IWA
62
Inspirion Wealth Advisors
Illinois
$29.4M +$1.88M +11,339 +7%
BSW
63
Buckingham Strategic Wealth
Missouri
$29.2M +$3.26M +19,684 +13%
MFM
64
MD Financial Management
Ontario, Canada
$28.9M +$28.9M +191,481 New
B
65
Bailard
California
$28.9M +$871K +5,259 +3%
Creative Planning
66
Creative Planning
Kansas
$28.7M -$590K -3,565 -2%
BFA
67
Bragg Financial Advisors
North Carolina
$26.9M -$210K -1,267 -0.8%
SC
68
Savant Capital
Illinois
$26.6M +$642K +3,879 +2%
Stifel Financial
69
Stifel Financial
Missouri
$26.4M +$1.31M +7,887 +5%
PCIA
70
Prime Capital Investment Advisors
Kansas
$25.7M -$40.4M -243,825 -61%
FSWA
71
Financial Synergies Wealth Advisors
Texas
$25.7M +$45.5K +275 +0.2%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$25.6M +$3.64M +21,967 +17%
PSUF
73
People's United Financial
Connecticut
$24.7M -$1.05M -6,359 -4%
WA
74
Wealth Architects
California
$24.4M -$1.26M -7,589 -5%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$24.4M +$915K +5,525 +4%
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