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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.29B
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
3
AssetMark Inc
California
$431M
4
Comerica Bank
4
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
1
Aspiriant LLC
California
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$678M
3
MFM
3
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$22.6M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
51
Waldron Private Wealth
Pennsylvania
$34.8M 205,650 -19,877 -9%
Truist Financial
52
Truist Financial
North Carolina
$34.5M 203,750 +5,540 +3%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$34M 200,657 +22,842 +13%
MML Investors Services
54
MML Investors Services
Massachusetts
$33.7M 198,915 +21,019 +12%
IWA
55
Inspirion Wealth Advisors
Illinois
$32.4M 191,414 +8,380 +5%
BSW
56
Buckingham Strategic Wealth
Missouri
$31.6M 186,876 +11,740 +7%
SF
57
Summit Financial
New Jersey
$31.6M 186,760 +3,544 +2%
TSW
58
Thompson Siegel & Walmsley
Virginia
$31.4M 185,630 +1,565 +0.9%
B
59
Bailard
California
$31.4M 185,561 +2,427 +1%
JRP
60
Jasper Ridge Partners
California
$31M 183,330 -23,448 -11%
PP
61
PDS Planning
Ohio
$30.6M 180,685 +19,231 +12%
BFA
62
Bragg Financial Advisors
North Carolina
$30.2M 178,497 +13,028 +8%
Creative Planning
63
Creative Planning
Kansas
$30.1M 177,577 +46,972 +36%
SC
64
Savant Capital
Illinois
$30M 176,975 +8,380 +5%
Stifel Financial
65
Stifel Financial
Missouri
$28.7M 169,577 +6,650 +4%
CAM
66
Cresset Asset Management
Illinois
$27.4M 161,585 +1,174 +0.7%
PPW
67
Parcion Private Wealth
Washington
$26.8M 151,761 -44,990 -23%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$26.4M 156,107 +2,732 +2%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$26.2M 154,568 +8,101 +6%
FSWA
70
Financial Synergies Wealth Advisors
Texas
$24.8M 146,424 -8,117 -5%
WA
71
Wealth Architects
California
$24.2M 143,208 -4,790 -3%
Franklin Resources
72
Franklin Resources
California
$24.1M 142,161 +140,507 +8,495%
AWA
73
Arete Wealth Advisors
Illinois
$23.9M 140,872 +4,198 +3%
MWM
74
Modera Wealth Management
New Jersey
$23M 136,063 -1,662 -1%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$22.9M 135,273 +44,478 +49%
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