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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 %
BW
776
Bison Wealth
Georgia
$77K +$10.9K +77 +16%
CH
777
Canton Hathaway
Rhode Island
$77K +$77K +541 New
ME
778
McIlrath & Eck
Washington
$73K +$47K +330 +180%
MCC
779
Money Concepts Capital
Florida
$72K +$72K +508 New
ARMC
780
American Research & Management Company
Massachusetts
$71K +$14.2K +100 +25%
LF
781
Lee Financial
Texas
$71K +$71K +500 New
BEI
782
Benjamin Edwards Inc
Missouri
$67K +$5.01K +35 +8%
CC
783
Cassaday & Co
Virginia
$66K -$15.8K -111 -19%
MRC
784
Millburn Ridgefield Corp
New York
$60K -$4.86K -34 -7%
RG
785
Retirement Group
California
$57K +$3.82K +27 +7%
BWL
786
Bogart Wealth LLC
Virginia
$56K – – –
AIC
787
Archer Investment Corporation
Indiana
$53K – – –
RWA
788
Ropes Wealth Advisors
Massachusetts
$52K – – –
VNA
789
Valley National Advisers
Pennsylvania
$52K +$144 +1 +0.3%
SIAG
790
Safeguard Investment Advisory Group
California
$51K +$51K +364 New
JFA
791
JNBA Financial Advisors
Minnesota
$49K +$5.14K +36 +12%
RCA
792
Ranch Capital Advisors
Florida
$48K – – –
DWM
793
Defined Wealth Management
Oregon
$47K +$47K +333 New
ETI
794
Enterprise Trust & Investment
California
$46K – – –
MAWCM
795
Mine & Arao Wealth Creation & Management
California
$46K – – –
CFA
796
Carroll Financial Associates
North Carolina
$46K +$9.4K +66 +26%
FPCG
797
Fort Pitt Capital Group
Pennsylvania
$45K +$45K +319 New
FCB
798
First Command Bank
Texas
$44K +$987 +7 +2%
FCFS
799
First Command Financial Services
Texas
$44K +$987 +7 +2%
IFA
800
Interactive Financial Advisors
Illinois
$43K -$30.4K -213 -41%
30 31
32
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