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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 %
HPC
801
HM Payson & Co
Maine
$43K – – –
HFA
802
HC Financial Advisors
California
$42K – – –
SSB
803
Sandy Spring Bank
Maryland
$42K – – –
GFPC
804
Global Financial Private Client
Florida
$41.2K – – –
OCM
805
Orion Capital Management
California
$40K +$40K +278 New
PCFFS
806
Pacific Center for Financial Services
California
$39K – – –
SIS
807
SVB Investment Services
Utah
$37K – – –
AIA
808
Armor Investment Advisors
North Carolina
$36K +$36K +250 New
HDIM
809
Hanson & Doremus Investment Management
Vermont
$35K +$13.9K +97 +66%
TRCT
810
Tower Research Capital (TRC)
New York
$35K +$25.6K +182 +272%
BCA
811
Berman Capital Advisors
Georgia
$35K +$35K +252 New
RA
812
Reby Advisors
Connecticut
$33K +$33K +233 New
AA
813
AlphaMark Advisors
Kentucky
$32K – – –
SFSIG
814
San Francisco Sentry Investment Group
California
$32K – – –
FFA
815
Founders Financial Alliance
North Carolina
$31K – – –
FGAM
816
Financial Gravity Asset Management
Texas
$30K +$30K +211 New
EW
817
Element Wealth
Mississippi
$28K – – –
TIAM2
818
Tru Independence Asset Management 2
Oregon
$28K +$28K +199 New
HNB
819
Huntington National Bank
Ohio
$26K -$40K – –
PFA
820
Professional Financial Advisors
Nebraska
$26K +$144 +1 +0.6%
MPCG
821
Matrix Private Capital Group
New York
$24K – – –
CWP
822
Concord Wealth Partners
Virginia
$23K +$23K +159 New
JWBC
823
John W. Brooker & Co
California
$22K – – –
JFGIW
824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$9.11K +65 +71%
DAM
825
Delta Asset Management
Tennessee
$20K – – –
31 32
33
34 35