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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.73B
2
Morgan Stanley
2
Morgan Stanley
New York
$765M
3
SEI Investments
3
SEI Investments
Pennsylvania
$149M
4
AssetMark Inc
4
AssetMark Inc
California
$493M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$53.9M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$57.8M
2
Comerica Bank
2
Comerica Bank
Texas
$16.6M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$97.8M
4
PPW
4
Parcion Private Wealth
Washington
$1.61M
5
Franklin Resources
5
Franklin Resources
California
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
51
Center for Financial Planning
Michigan
$41.2M 230,096 +4,810 +2%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$39.1M 218,660 +18,003 +9%
WPW
53
Waldron Private Wealth
Pennsylvania
$37.4M 209,044 +3,394 +2%
PP
54
PDS Planning
Ohio
$37.3M 208,584 +27,899 +15%
Truist Financial
55
Truist Financial
North Carolina
$37.2M 207,991 +4,241 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$36.5M 204,116 +5,201 +3%
CAM
57
Cresset Asset Management
Illinois
$36.4M 203,634 +42,049 +26%
IWA
58
Inspirion Wealth Advisors
Illinois
$34.7M 194,034 +2,620 +1%
TSW
59
Thompson Siegel & Walmsley
Virginia
$34.2M 191,176 +5,546 +3%
Stifel Financial
60
Stifel Financial
Missouri
$34M 190,012 +20,435 +12%
SF
61
Summit Financial
New Jersey
$33.8M 189,090 +2,330 +1%
B
62
Bailard
California
$33.6M 187,984 +2,423 +1%
SC
63
Savant Capital
Illinois
$33.6M 187,929 +10,954 +6%
BSW
64
Buckingham Strategic Wealth
Missouri
$33.6M 187,768 +892 +0.5%
JRP
65
Jasper Ridge Partners
California
$32.8M 183,330 – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$31.9M 178,602 +22,495 +14%
MPM
67
MBB Public Markets
Illinois
$31.9M 178,482 +178,482 New
Creative Planning
68
Creative Planning
Kansas
$31.1M 173,722 -3,855 -2%
MWM
69
Modera Wealth Management
New Jersey
$30.8M 172,007 +35,944 +26%
BFA
70
Bragg Financial Advisors
North Carolina
$30.2M 178,497 – –
EH
71
Equitable Holdings
New York
$29.2M 163,488 +45,606 +39%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$28.2M 157,649 +3,081 +2%
AC
73
Apella Capital
Connecticut
$27.2M 151,943 +48,349 +47%
MA
74
MUFG Americas
New York
$26M 145,505 +12,172 +9%
AWA
75
Arete Wealth Advisors
Illinois
$25.9M 143,402 +2,530 +2%
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