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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 %
AFAS
826
Acorn Financial Advisory Services
Virginia
$335K +$31.5K +176 +10%
RTL
827
Red Tortoise LLC
Georgia
$334K -$401K -2,241 -55%
MMHP
828
Murphy Middleton Hinkle & Parker
Georgia
$334K +$3.57K +20 +1%
RWM
829
Rockwood Wealth Management
Pennsylvania
$333K +$333K +1,863 New
TFCP
830
Twin Focus Capital Partners
Massachusetts
$333K +$2.15K +12 +0.6%
TC
831
Titleist Capital
Texas
$332K +$332K +1,859 New
CAL
832
Capital Advisors Ltd
Ohio
$331K – – –
MFG
833
Merit Financial Group
Georgia
$330K +$24.7K +138 +8%
PIA
834
Pinion Investment Advisors
Kansas
$328K +$2.68K +15 +0.8%
T
835
TCWP
Ohio
$325K +$325K +1,820 New
SEM
836
Strategic Equity Management
Arizona
$323K -$52.9K -296 -14%
C1AG
837
Client 1st Advisory Group
Florida
$323K – – –
CIAS
838
Capital Investment Advisory Services
North Carolina
$320K -$34.5K -193 -10%
RC
839
RegentAtlantic Capital
New Jersey
$319K -$1.07K -6 -0.3%
KPWS
840
Kestra Private Wealth Services
Texas
$319K +$106K +594 +50%
VWA
841
V Wealth Advisors
Kansas
$315K +$17.4K +97 +6%
TNA
842
True North Advisors
Texas
$315K +$315K +1,765 New
HWAM
843
Hennion & Walsh Asset Management
New Jersey
$314K +$314K +1,753 New
CGA
844
Crescent Grove Advisors
Illinois
$314K +$314K +1,754 New
1SB
845
1ST Source Bank
Indiana
$312K -$8.94K -50 -3%
MW
846
Milestone Wealth
New York
$312K +$312K +1,742 New
KF
847
Krilogy Financial
Missouri
$309K -$9.12K -51 -3%
RPWA
848
Regent Peak Wealth Advisors
Georgia
$308K -$16.8K -94 -5%
SSWM
849
Sheets Smith Wealth Management
North Carolina
$305K -$69.3K -387 -19%
B
850
Bridgeworth
Alabama
$305K -$17.2K -96 -5%
32 33
34
35 36