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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 %
MFA
801
Mayflower Financial Advisors
Massachusetts
$359K -$1.07K -6 -0.3%
RG
802
Rathbones Group
United Kingdom
$358K – – –
BAM
803
Bosun Asset Management
Illinois
$358K +$358K +2,000 New
CWA
804
Consilium Wealth Advisory
Texas
$358K +$358K +2,000 New
RWA
805
Redmont Wealth Advisors
Illinois
$358K +$358K +2,000 New
EC
806
Estate Counselors
Wisconsin
$357K +$357K +2,000 New
KWS
807
Keystone Wealth Services
California
$356K +$356K +1,989 New
ECG
808
EPIQ Capital Group
California
$355K +$2.32K +13 +0.7%
FPCP
809
Fort Point Capital Partners
California
$354K -$16.6K -93 -4%
AIA
810
Angeles Investment Advisors
California
$354K +$126K +703 +55%
MWM
811
Minot Wealth Management
Massachusetts
$352K +$4.65K +26 +1%
MA
812
Mezzasalma Advisors
New Jersey
$350K -$5.54K -31 -2%
WTC
813
WhitTier Trust Company
Nevada
$348K – – –
LL
814
LPWM LLC
Minnesota
$348K +$65.1K +364 +23%
FCM
815
Fourpath Capital Management
Oklahoma
$348K +$348K +1,945 New
AA
816
Argent Advisors
Louisiana
$347K +$78.6K +439 +29%
EWM
817
Evercore Wealth Management
New York
$346K – – –
AP
818
Appleton Partners
Massachusetts
$343K – – –
SC
819
Stephens Consulting
Michigan
$341K +$341K +1,908 New
ECM
820
Evergreen Capital Management
Washington
$341K – – –
BB
821
Busey Bank
Illinois
$340K – – –
ERIC
822
Eagle Rock Investment Company
Georgia
$338K +$338K +1,890 New
AWM
823
Aprio Wealth Management
Georgia
$337K +$337K +1,885 New
VFA
824
Voya Financial Advisors
Connecticut
$336K -$499K -2,794 -60%
KPW
825
Kore Private Wealth
New York
$336K +$336K +1,878 New
31 32
33
34 35