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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 %
GWS
801
Glassman Wealth Services
Virginia
$219K +$1.66K +10 +0.8%
IC
802
Iconiq Capital
California
$219K +$219K +1,323 New
NFP
803
Novak Financial Planning
Maryland
$217K +$217K +1,308 New
MFG
804
MidWestOne Financial Group
Iowa
$217K +$217K +1,310 New
PFG
805
PAX Financial Group
Texas
$216K +$216K +1,304 New
KFI
806
Key Financial Inc
Pennsylvania
$215K +$8.76K +53 +4%
KCM
807
Kennicott Capital Management
California
$213K +$213K +1,288 New
RMDI
808
R.M. Davis Inc
Maine
$212K +$212K +1,278 New
S
809
SignatureFD
Georgia
$211K +$113K +681 +115%
AWA
810
Alaska Wealth Advisors
Alaska
$210K +$210K +1,268 New
WP
811
WealthSource Partners
California
$209K -$92.7K -560 -31%
CS
812
Cannell & Spears
New York
$209K -$28.2K -170 -12%
GI
813
Gradient Investments
Minnesota
$209K +$205K +1,237 +5,378%
OPWM
814
Oakwell Private Wealth Management
Texas
$208K -$29.6K -179 -12%
BCM
815
BlueCrest Capital Management
Jersey
$208K +$208K +1,258 New
IB
816
Intrust Bank
Kansas
$207K +$207K +1,248 New
JCIA
817
Jackson Creek Investment Advisors
Colorado
$206K +$206K +1,241 New
WF
818
Welch & Forbes
Massachusetts
$205K +$205K +1,241 New
HAFS
819
Hapanowicz & Associates Financial Services
Pennsylvania
$204K +$204K +1,233 New
JAG
820
Journey Advisory Group
Kentucky
$204K +$204K +1,234 New
HVP
821
Hudson Value Partners
Florida
$203K -$78.3K -473 -28%
CCM
822
Colorado Capital Management
Colorado
$203K -$73.9K -448 -27%
MLFP
823
MPS Loria Financial Planners
Illinois
$203K -$7.11K -43 -3%
KWM
824
Keebeck Wealth Management
Illinois
$203K +$203K +1,223 New
JWM
825
Jeppson Wealth Management
California
$202K +$202K +1,223 New
31 32
33
34 35