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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 %
BFM
751
Boothbay Fund Management
New York
$270K +$270K +1,631 New
FPCP
752
Fort Point Capital Partners
California
$270K +$270K +1,633 New
RCAG
753
Rehmann Capital Advisory Group
Michigan
$270K +$35.8K +216 +15%
MWM
754
Minot Wealth Management
Massachusetts
$269K – – –
LL
755
LPWM LLC
Minnesota
$269K +$6.7K +40 +3%
VWA
756
V Wealth Advisors
Kansas
$269K +$29.1K +176 +12%
DI
757
DAGCO Inc
Ohio
$269K +$269K +1,623 New
MFG
758
Magnus Financial Group
New York
$267K -$72.8K -439 -21%
MFG
759
Merit Financial Group
Georgia
$267K -$5.14K -31 -2%
NFG
760
Nadler Financial Group
Illinois
$267K +$267K +1,612 New
CI
761
Ceera Investments
Texas
$267K +$267K +1,725 New
SQA
762
Simon Quick Advisors
New Jersey
$261K +$992 +6 +0.4%
FT
763
Fiduciary Trust
Massachusetts
$260K -$331 -2 -0.1%
FSA
764
Financial Sense Advisors
California
$260K +$260K +1,568 New
RHBC
765
R.H. Bluestein & Co
Michigan
$259K -$5.79K -35 -2%
SAM
766
Summit Asset Management
Tennessee
$259K – – –
EHPM
767
Emery Howard Portfolio Management
California
$257K -$4.81K -29 -2%
MP
768
McDonald Partners
Ohio
$257K – – –
WCA
769
Windsor Creek Advisors
Vermont
$257K +$2.98K +18 +1%
TA
770
TFG Advisers
Michigan
$256K -$36.9K -223 -13%
WIA
771
Wealthstreet Investment Advisors
Texas
$256K +$9.94K +60 +4%
CWP
772
Corepath Wealth Partners
Arizona
$256K +$11.6K +69 +5%
FA
773
Faithward Advisors
Pennsylvania
$254K +$254K +1,532 New
SFG
774
StrategIQ Financial Group
Indiana
$253K – – –
SNT
775
Security National Trust
West Virginia
$253K – – –
29 30
31
32 33