VBR icon

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 %
JGIA
751
Jackson Grant Investment Advisers
Connecticut
$142K +$854 +6 +0.6%
PB
752
Pinnacle Bancorp
Nebraska
$134K +$12.8K +90 +11%
BFG
753
Baron Financial Group
New Jersey
$131K -$3.56K -25 -3%
FPB
754
First PREMIER Bank
South Dakota
$129K – – –
TCM
755
TD Capital Management
Tennessee
$128K +$3.55K +25 +3%
CG
756
Cutler Group
California
$128K +$127K +900 +22,500%
APWA
757
Atlas Private Wealth Advisors
New Jersey
$121K -$5.7K -40 -4%
PO
758
Private Ocean
California
$120K – – –
PWM
759
Provident Wealth Management
Tennessee
$115K -$1.28K -9 -1%
CHC
760
City Holding Co
West Virginia
$115K +$115K +810 New
LB
761
Legacy Bridge
Iowa
$108K – – –
HS
762
Horan Securities
United States
$107K +$14.8K +104 +16%
BlackRock
763
BlackRock
New York
$101K -$12.6K -89 -11%
VFA
764
Valeo Financial Advisors
Indiana
$101K +$44.4K +311 +79%
FMB
765
Field & Main Bank
Kentucky
$100K – – –
APC
766
Asset Planning Corporation
Tennessee
$95K +$95K +669 New
RFA
767
Reilly Financial Advisors
California
$89K +$21.8K +153 +32%
AWG
768
Altus Wealth Group
Colorado
$89K +$89K +627 New
PAI
769
Pittenger & Anderson Inc
Nebraska
$87K -$19.8K -140 -19%
Lazard Asset Management
770
Lazard Asset Management
New York
$86K – – –
FCA
771
FinTrust Capital Advisors
South Carolina
$84K -$163K -1,145 -66%
S
772
SignatureFD
Georgia
$84K -$4.69K -33 -5%
CCP
773
Clarkston Capital Partners
Michigan
$82K +$1K +7 +1%
AIM
774
Anchor Investment Management
South Carolina
$77.5K +$27.3K +192 +54%
IRC
775
Investors Research Corp
Georgia
$77K – – –
29 30
31
32 33