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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
Bank of America
North Carolina
+$631M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$106M
3
HighTower Advisors
HighTower Advisors
Illinois
+$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$81.9M
5
CFM
Comprehensive Financial Management
California
+$62.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$45.6M
2
Comerica Bank
Comerica Bank
Texas
-$41.3M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$40.4M
4
SGAM
Stephens Group Asset Management
Arkansas
-$39.3M
5
FI
FormulaFolio Investments
Michigan
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
726
Appleton Partners
Massachusetts
$304K +$1.66K +10 +0.5%
RPWA
727
Regent Peak Wealth Advisors
Georgia
$301K -$45.8K -277 -13%
WF
728
WoodTrust Financial
Wisconsin
$301K -$1.49K -9 -0.5%
CIP
729
Cornerstone Investment Partners
Georgia
$301K – – –
C1AG
730
Client 1st Advisory Group
Florida
$299K – – –
IIA
731
IPG Investment Advisors
California
$296K – – –
EK
732
Evensky & Katz
Florida
$294K -$97.2K -588 -25%
TFA
733
TPG Financial Advisors
Oregon
$292K -$105K -635 -26%
BWA
734
Beam Wealth Advisors
Louisiana
$285K +$15.7K +95 +6%
GLA
735
Good Life Advisors
Pennsylvania
$283K -$105K -628 -27%
VDBMI
736
Van Den Berg Management I
Texas
$282K -$48.8K -295 -15%
KFGK
737
Keystone Financial Group (Kentucky)
Kentucky
$282K -$8.62K -52 -3%
RC
738
RegentAtlantic Capital
New Jersey
$282K +$42.3K +255 +18%
SCA
739
Snowden Capital Advisors
New York
$281K +$281K +1,698 New
AFAS
740
Acorn Financial Advisory Services
Virginia
$281K +$2.65K +16 +1%
BWM
741
Birchcreek Wealth Management
Ohio
$280K -$54.6K -330 -16%
Franklin Resources
742
Franklin Resources
California
$279K – – –
KF
743
Krilogy Financial
Missouri
$279K +$279K +1,682 New
NAS
744
Nicolet Advisory Services
Wisconsin
$278K -$663 -4 -0.2%
CHC
745
City Holding Co
West Virginia
$277K +$143K +860 +106%
PIA
746
Pinion Investment Advisors
Kansas
$276K -$4.31K -26 -2%
RC
747
Rovin Capital
Arizona
$275K – – –
CHP
748
Cable Hill Partners
Oregon
$275K +$1.66K +10 +0.6%
WCAMG
749
Woodard & Company Asset Management Group
North Carolina
$273K -$16.5K -100 -6%
WCA
750
Westover Capital Advisors
Delaware
$271K +$271K +1,634 New
28 29
30
31 32