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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 %
PFBT
826
Parkside Financial Bank & Trust
Missouri
$201K – – –
GGS
827
Galvin Gaustad & Stein
Arizona
$200K +$200K +1,210 New
CAC
828
Certified Advisory Corp
Florida
$194K +$194K +1,173 New
AIM
829
Acropolis Investment Management
Missouri
$184K +$184K +1,111 New
VFA
830
Valeo Financial Advisors
Indiana
$180K +$63.1K +382 +54%
LCM
831
Logan Capital Management
Pennsylvania
$176K +$176K +1,063 New
BWM
832
BerganKDV Wealth Management
Minnesota
$166K – – –
JGIA
833
Jackson Grant Investment Advisers
Connecticut
$166K +$663 +4 +0.4%
RE
834
RBC Europe
United Kingdom
$166K – – –
HI
835
Hudock Inc
Pennsylvania
$157K -$87.8K -531 -36%
PB
836
Pinnacle Bancorp
Nebraska
$156K – – –
APWA
837
Atlas Private Wealth Advisors
New Jersey
$154K +$13.3K +80 +9%
BFG
838
Baron Financial Group
New Jersey
$152K – – –
FPB
839
First PREMIER Bank
South Dakota
$151K – – –
TCM
840
TD Capital Management
Tennessee
$149K – – –
CA
841
Clearstead Advisors
Ohio
$148K +$134K +809 +963%
PO
842
Private Ocean
California
$140K – – –
GLLW
843
Graves Light Lenhart Wealth
Virginia
$133K +$112K +676 +541%
OSAM
844
O'Shaughnessy Asset Management
Connecticut
$133K +$133K +805 New
BlackRock
845
BlackRock
New York
$126K +$7.48K +45 +6%
LB
846
Legacy Bridge
Iowa
$125K – – –
FMB
847
Field & Main Bank
Kentucky
$116K – – –
HNB
848
Huntington National Bank
Ohio
$112K -$26K – –
HS
849
Horan Securities
United States
$111K -$14K -84 -11%
SCA
850
Stonebridge Capital Advisors
Minnesota
$109K +$109K +658 New
32 33
34
35 36