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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 %
BZWA
776
Blue Zone Wealth Advisors
California
$411K +$48.3K +270 +13%
APP
777
Avantax Planning Partners
Iowa
$402K – – –
TDC
778
Thompson Davis & Co
Virginia
$402K +$402K +2,246 New
RIA
779
Realta Investment Advisors
Delaware
$399K -$42K -235 -10%
TWM
780
TriaGen Wealth Management
California
$383K -$6.98K -39 -2%
WAG
781
Winthrop Advisory Group
Massachusetts
$380K +$137K +766 +56%
BWM
782
BerganKDV Wealth Management
Minnesota
$380K +$198K +1,106 +109%
WFA
783
West Financial Advisors
Iowa
$379K +$7.15K +40 +2%
CIBC World Market
784
CIBC World Market
Ontario, Canada
$378K -$344K -1,921 -48%
QCG
785
Quadrant Capital Group
Ohio
$378K +$894 +5 +0.2%
LWM
786
Laidlaw Wealth Management
New York
$378K +$378K +2,112 New
BOH
787
Bank of Hawaii
Hawaii
$377K -$372K -2,080 -50%
SAM
788
SignalPoint Asset Management
Missouri
$377K -$7.68K -43 -2%
EWMCB
789
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$376K – – –
WWM
790
Windsor Wealth Management
Indiana
$376K +$47.4K +260 +14%
TC
791
TownSquare Capital
Utah
$374K -$295K -1,647 -44%
AWC
792
Adamsbrown Wealth Consultants
Kansas
$374K +$374K +2,090 New
LWP
793
Lumature Wealth Partners
Georgia
$373K -$6.26K -35 -2%
DE
794
Day & Ennis
Georgia
$373K +$1.61K +9 +0.4%
CA
795
Calton & Associates
Florida
$371K -$159K -891 -30%
PG
796
Prostatis Group
Maryland
$365K -$138K -774 -27%
BAS
797
Brown Advisory Securities
Maryland
$365K – – –
VVP
798
Venture Visionary Partners
Ohio
$365K – – –
RPGK
799
Retirement Planning Group (Kansas)
Kansas
$364K -$6.97K -39 -2%
AIA
800
Arbor Investment Advisors
North Carolina
$364K +$8.94K +50 +3%
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