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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.29B
2
EWA
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
AssetMark Inc
California
$431M
4
Comerica Bank
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
Aspiriant LLC
California
$153M
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
MFM
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
Allianz Asset Management
Germany
$22.6M
5
EC
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
826
Jeppson Wealth Management
California
$204K – – –
MJRIC
827
Mogy Joel R Investment Counsel
California
$203K – – –
CCM
828
Colorado Capital Management
Colorado
$202K -$5.92K -35 -3%
KPWS
829
Kestra Private Wealth Services
Texas
$202K +$202K +1,191 New
SIM
830
Studio Investment Management
Illinois
$201K +$201K +1,190 New
S
831
Surevest
California
$200K -$847 -5 -0.4%
CFN
832
Cordasco Financial Network
Florida
$186K +$338 +2 +0.2%
RE
833
RBC Europe
United Kingdom
$185K +$15.4K +91 +9%
Deutsche Bank
834
Deutsche Bank
Germany
$183K -$107K -631 -37%
LCM
835
Logan Capital Management
Pennsylvania
$180K – – –
FCA
836
FinTrust Capital Advisors
South Carolina
$178K +$78.3K +463 +78%
BlackRock
837
BlackRock
New York
$177K +$30K +177 +20%
PB
838
Pinnacle Bancorp
Nebraska
$172K -$2.88K -17 -2%
BWM
839
BerganKDV Wealth Management
Minnesota
$172K – – –
JGIA
840
Jackson Grant Investment Advisers
Connecticut
$171K +$677 +4 +0.4%
ECM
841
EMC Capital Management
Texas
$165K +$49.9K +282 +43%
BFG
842
Baron Financial Group
New Jersey
$157K – – –
FPB
843
First PREMIER Bank
South Dakota
$154K – – –
BMD
844
Better Money Decisions
New Mexico
$153K -$16.4K -97 -10%
TCM
845
TD Capital Management
Tennessee
$152K – – –
PIM
846
Progressive Investment Management
Oregon
$152K +$152K +897 New
CA
847
Clearstead Advisors
Ohio
$151K – – –
GLLW
848
Graves Light Lenhart Wealth
Virginia
$136K – – –
PO
849
Private Ocean
California
$135K -$7.76K -46 -5%
KIG
850
Kessler Investment Group
Indiana
$135K +$135K +797 New
32 33
34
35 36