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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 %
EIP
851
Ellis Investment Partners
Pennsylvania
$10K +$10K +73 New
BA
852
Bellwether Advisors
Nebraska
$10K +$10K +77 New
SBL
853
Sargent Bickham Lagudis
Colorado
$9K – – –
CB
854
CNB Bank
Pennsylvania
$9K – – –
TF
855
Tompkins Financial
New York
$9K – – –
SL
856
Savior LLC
Massachusetts
$9K – – –
PCA
857
Providence Capital Advisors
North Carolina
$9K +$9K +61 New
GA
858
GoalVest Advisory
New York
$9K +$9K +63 New
FP
859
Fiduciary Planning
Florida
$8K – – –
ONST
860
Old North State Trust
North Carolina
$8K – – –
IA
861
Inspire Advisors
Idaho
$8K +$8K +57 New
AF
862
Affiance Financial
Minnesota
$7K -$5.1K -35 -42%
NFSG
863
Newbridge Financial Services Group
Florida
$7K – – –
TC
864
Trust Company
Kansas
$7K – – –
LWM
865
Liberty Wealth Management
California
$7K – – –
GG
866
Gleason Group
Kentucky
$7K – – –
BFO
867
Biltmore Family Office
North Carolina
$7K +$149 +1 +2%
BCM
868
Bourgeon Capital Management
Connecticut
$7K +$7K +50 New
MCM
869
McMillion Capital Management
North Carolina
$7K +$7K +50 New
HIM
870
HawsGoodwin Investment Management
Tennessee
$7K +$7K +52 New
PWMG
871
Prestige Wealth Management Group
New Jersey
$6K -$2.31K -15 -28%
SFC
872
SYM Financial Corp
Indiana
$6K – – –
JPLA
873
Joseph P. Lucia & Associates
New York
$6K +$6K +40 New
PFO
874
Pathstone Family Office
New Jersey
$6K +$6K +45 New
FWM
875
Focused Wealth Management
New York
$5K – – –
33 34
35
36 37