VBR icon

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 %
CAAS
826
Capital Asset Advisory Services
Michigan
$20K +$145 +1 +0.7%
AWM
827
Accel Wealth Management
Iowa
$20K +$20K +139 New
MAM
828
Meeder Asset Management
Ohio
$19K +$19K +135 New
OPW
829
Oxler Private Wealth
New York
$19K +$19K +137 New
HIA
830
Harbor Investment Advisory
Maryland
$18K +$1.39K +10 +8%
DOA
831
D'Orazio & Associates
Virginia
$18K +$14.5K +100 +417%
GLLW
832
Graves Light Lenhart Wealth
Virginia
$18K +$18K +125 New
GEA
833
Glen Eagle Advisors
New Jersey
$16.8K – – –
PCA
834
Peddock Capital Advisors
Massachusetts
$16K +$16K +110 New
TI
835
tru Independence
Oregon
$14.1K +$13.1K +80,713 +1,295%
LS
836
Leelyn Smith
Illinois
$14K -$2.8K -20 -17%
LGWM
837
Litman Gregory Wealth Management
California
$14K – – –
1IA
838
1834 Investment Advisors
Wisconsin
$14K – – –
FWM
839
FSA Wealth Management
Massachusetts
$14K +$14K +100 New
KTC
840
Kistler-Tiffany Companies
Pennsylvania
$14K +$14K +100 New
SFG
841
Sowa Financial Group
Rhode Island
$13K – – –
HWA
842
HHM Wealth Advisors
Tennessee
$13K – – –
CL
843
COWA LLC
Oklahoma
$13K +$13K +85 New
FHC
844
First Horizon Corporation
Tennessee
$13K +$13K +92 New
TAM
845
Tucker Asset Management
Colorado
$12.9K +$12.9K +91 New
CA
846
Clearstead Advisors
Ohio
$12K -$13.9K -97 -54%
FWM
847
ForthRight Wealth Management
Georgia
$11K +$11K +80 New
ACA
848
Aptus Capital Advisors
Alabama
$10K – – –
HWA
849
HCR Wealth Advisors
California
$10K – – –
WB
850
Webster Bank
Connecticut
$10K +$10K +71 New
32 33
34
35 36