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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.

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
1
Bank of America
North Carolina
$2.1B
2
BCM
2
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
UBS Group
4
UBS Group
Switzerland
$276M
5
CAM
5
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$729M
3
SFS
3
Sowell Financial Services
Arkansas
$4.28M
4
CWM
4
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$38.7M 223,128 -8,246 -4%
JRP
52
Jasper Ridge Partners
California
$35.9M 206,778 – –
Mariner
53
Mariner
Kansas
$34.5M 198,582 +4,605 +2%
Truist Financial
54
Truist Financial
North Carolina
$34.4M 198,210 +3,182 +2%
PPW
55
Parcion Private Wealth
Washington
$34.2M 196,751 +15,891 +9%
TSW
56
Thompson Siegel & Walmsley
Virginia
$32M 184,065 +1,146 +0.6%
SF
57
Summit Financial
New Jersey
$31.8M 183,216 -22,557 -11%
B
58
Bailard
California
$31.8M 183,134 +8,815 +5%
IWA
59
Inspirion Wealth Advisors
Illinois
$31.8M 183,034 +5,392 +3%
MML Investors Services
60
MML Investors Services
Massachusetts
$30.9M 177,896 -1,531 -0.9%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$30.9M 177,815 -5,259 -3%
BSW
62
Buckingham Strategic Wealth
Missouri
$30.4M 175,136 -957 -0.5%
MFM
63
MD Financial Management
Ontario, Canada
$29.6M 196,227 +4,746 +2%
SC
64
Savant Capital
Illinois
$29.3M 168,595 +8,147 +5%
BFA
65
Bragg Financial Advisors
North Carolina
$28.7M 165,469 +3,268 +2%
Stifel Financial
66
Stifel Financial
Missouri
$28.3M 162,927 +3,270 +2%
QI
67
QS Investors
New York
$28.2M 162,421 +29,663 +22%
PP
68
PDS Planning
Ohio
$28M 161,454 +27,126 +20%
CAM
69
Cresset Asset Management
Illinois
$27.9M 160,411 +149,021 +1,308%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$27.6M 158,710 +4,419 +3%
PCIA
71
Prime Capital Investment Advisors
Kansas
$27.5M 158,267 +2,884 +2%
EH
72
Equitable Holdings
New York
$26.8M 154,581 +54,071 +54%
FSWA
73
Financial Synergies Wealth Advisors
Texas
$26.8M 154,541 -500 -0.3%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$26.6M 153,375 +6,027 +4%
WA
75
Wealth Architects
California
$25.7M 147,998 +610 +0.4%
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