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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$310M
2
Morgan Stanley
Morgan Stanley
New York
+$48M
3
SEI Investments
SEI Investments
Pennsylvania
+$43.2M
4
AssetMark Inc
AssetMark Inc
California
+$37.4M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$29.7M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
-$148M
2
Comerica Bank
Comerica Bank
Texas
-$58.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$52.8M
4
PPW
Parcion Private Wealth
Washington
-$25.8M
5
Franklin Resources
Franklin Resources
California
-$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
726
Dopkins Wealth Management
New York
$538K +$538K +3,008 New
PTC
727
Private Trust Company
Ohio
$533K +$17.9K +100 +3%
AHC
728
Anderson Hoagland & Co
Missouri
$530K – – –
GC
729
Gibson Capital
Pennsylvania
$526K -$18.9K -106 -3%
RA
730
Resolute Advisors
California
$523K +$3.4K +19 +0.7%
SS
731
Simplicity Solutions
Minnesota
$515K -$6.35M -35,537 -93%
LSPW
732
Lake Street Private Wealth
Illinois
$513K +$102K +569 +25%
BWP
733
Baldwin Wealth Partners
Massachusetts
$510K – – –
RWI
734
Red Wave Investments
Pennsylvania
$508K – – –
GT
735
Glenview Trust
Kentucky
$502K -$10K -56 -2%
BFC
736
Bedel Financial Consulting
Indiana
$502K +$8.77K +49 +2%
WA
737
Wealth Alliance
New York
$501K +$25.6K +143 +5%
EPWM
738
Essex Private Wealth Management
Massachusetts
$495K – – –
FCA
739
FinTrust Capital Advisors
South Carolina
$495K +$307K +1,714 +163%
Wealthfront Advisers
740
Wealthfront Advisers
California
$493K +$187K +1,044 +61%
TAM
741
Townsend Asset Management
North Carolina
$490K +$2.33K +13 +0.5%
RMA
742
Roffman Miller Associates
Pennsylvania
$489K +$3.22K +18 +0.7%
RSWM
743
Robertson Stephens Wealth Management
California
$488K -$21.3K -119 -4%
FHA
744
Flagship Harbor Advisors
Massachusetts
$479K -$102K -569 -18%
KCM
745
Kathmere Capital Management
Pennsylvania
$479K +$63.7K +356 +15%
GP
746
Greenline Partners
New York
$476K – – –
MCA
747
Magnolia Capital Advisors
Mississippi
$472K – – –
SBIA
748
Sheaff Brock Investment Advisors
Indiana
$470K +$7.69K +43 +2%
SWM
749
Selective Wealth Management
Virginia
$467K +$3.04K +17 +0.7%
MWM
750
Mission Wealth Management
California
$463K +$358 +2 +0.1%
28 29
30
31 32