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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
+$108M
2
AL
Aspiriant LLC
California
+$95.4M
3
Bank of America
Bank of America
North Carolina
+$56.6M
4
BF
BOK Financial
Oklahoma
+$31.1M
5
FI
FormulaFolio Investments
Michigan
+$29.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$60.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$58.6M
3
AF
Allworth Financial
California
-$56.7M
4
CCFM
Clear Creek Financial Management
Washington
-$28.5M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
726
Stock Yards Bank & Trust
Kentucky
$209K +$209K +1,470 New
CWP
727
Corepath Wealth Partners
Arizona
$208K +$208K +1,455 New
VWA
728
V Wealth Advisors
Kansas
$207K +$207K +1,450 New
RC
729
RegentAtlantic Capital
New Jersey
$206K -$192K -1,351 -48%
LWAC
730
Laurel Wealth Advisors (California)
California
$206K -$58K -408 -22%
CHA
731
Carmichael Hill & Associates
Maryland
$206K – – –
WAG
732
Winthrop Advisory Group
Massachusetts
$206K +$206K +1,451 New
AA
733
Argent Advisors
Louisiana
$206K +$206K +3,329 New
W
734
Wealthquest
Ohio
$205K +$205K +1,442 New
OPWM
735
Oakwell Private Wealth Management
Texas
$204K +$204K +1,437 New
CBN
736
Cadence Bank NA
Texas
$203K +$203K +1,426 New
CS
737
Cannell & Spears
New York
$203K +$203K +1,430 New
RCAG
738
Rehmann Capital Advisory Group
Michigan
$201K +$201K +1,413 New
CB
739
Community Bank
New York
$199K -$220K -1,550 -53%
SBSB
740
Sullivan, Bruyette, Speros & Blaney
Virginia
$197K +$197K +1,389 New
EP
741
Eudaimonia Partners
Tennessee
$195K +$154K +1,083 +373%
BAM
742
Belpointe Asset Management
Nevada
$186K -$18.2K -128 -9%
GWS
743
Glassman Wealth Services
Virginia
$186K +$2.98K +21 +2%
MLFP
744
MPS Loria Financial Planners
Illinois
$178K – – –
KFI
745
Key Financial Inc
Pennsylvania
$177K +$177K +1,248 New
Kayne Anderson Rudnick Investment Management
746
Kayne Anderson Rudnick Investment Management
California
$175K +$75.8K +532 +76%
PFBT
747
Parkside Financial Bank & Trust
Missouri
$172K +$8.52K +60 +5%
CFN
748
Cordasco Financial Network
Florida
$156K -$142 -1 -0.1%
RE
749
RBC Europe
United Kingdom
$142K – – –
BWM
750
BerganKDV Wealth Management
Minnesota
$142K – – –
28 29
30
31 32