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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 %
ECM
851
EMC Capital Management
Texas
$108K -$723K -4,350 -87%
WCM
852
Wealthcare Capital Management
Virginia
$104K +$104K +631 New
Lazard Asset Management
853
Lazard Asset Management
New York
$101K – – –
GAM
854
Grandview Asset Management
Pennsylvania
$100K +$100K +605 New
PAI
855
Pittenger & Anderson Inc
Nebraska
$99K -$3.33K -20 -3%
FCA
856
FinTrust Capital Advisors
South Carolina
$98K – – –
CCP
857
Clarkston Capital Partners
Michigan
$95K +$330 +2 +0.3%
BW
858
Bison Wealth
Georgia
$93K +$3.3K +20 +4%
AWG
859
Altus Wealth Group
Colorado
$91K -$18.5K -106 -17%
IRC
860
Investors Research Corp
Georgia
$90K – – –
MCC
861
Money Concepts Capital
Florida
$88K +$3.97K +24 +5%
JFA
862
JNBA Financial Advisors
Minnesota
$86K +$28.9K +174 +51%
IFA
863
Interactive Financial Advisors
Illinois
$86K +$36.4K +221 +73%
ME
864
McIlrath & Eck
Washington
$85K – – –
RFA
865
Reilly Financial Advisors
California
$84K -$19.9K -120 -19%
BCPWM
866
Bradley & Co Private Wealth Management
Florida
$84K +$84K +506 New
BEI
867
Benjamin Edwards Inc
Missouri
$79K +$1.98K +12 +3%
CC
868
Cassaday & Co
Virginia
$79K +$2.47K +15 +3%
CFA
869
Carroll Financial Associates
North Carolina
$76K +$22.6K +137 +42%
PWM
870
Provident Wealth Management
Tennessee
$72K -$61K -370 -46%
RG
871
Retirement Group
California
$72K +$5.45K +33 +8%
MRC
872
Millburn Ridgefield Corp
New York
$62K -$7.81K -47 -11%
VNA
873
Valley National Advisers
Pennsylvania
$60K +$165 +1 +0.3%
AIC
874
Archer Investment Corporation
Indiana
$56.5K -$5.3K -32 -9%
RCA
875
Ranch Capital Advisors
Florida
$56K – – –
33 34
35
36 37