VBR icon

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 %
APWA
851
Atlas Private Wealth Advisors
New Jersey
$131K -$16.7K -99 -11%
CCP
852
Clarkston Capital Partners
Michigan
$128K +$338 +2 +0.3%
FMB
853
Field & Main Bank
Kentucky
$118K – – –
LWP
854
Laurel Wealth Planning
Minnesota
$118K +$118K +697 New
SCA
855
Stonebridge Capital Advisors
Minnesota
$112K -$118K -698 -51%
PFGIA
856
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$130K -765 -55%
Lazard Asset Management
857
Lazard Asset Management
New York
$103K – – –
ME
858
McIlrath & Eck
Washington
$103K +$6.28K +37 +6%
LB
859
Legacy Bridge
Iowa
$102K -$25.6K -152 -20%
EWM
860
Evermay Wealth Management
Virginia
$102K – – –
1IA
861
1834 Investment Advisors
Wisconsin
$102K – – –
AIC
862
Archer Investment Corporation
Indiana
$101K – – –
BU
863
BBVA USA
Alabama
$101K – – –
DWP
864
Destiny Wealth Partners
Florida
$100K +$100K +590 New
BW
865
Bison Wealth
Georgia
$95K – – –
RFA
866
Reilly Financial Advisors
California
$89K +$2.71K +16 +3%
IRC
867
Investors Research Corp
Georgia
$87K – – –
BCPWM
868
Bradley & Co Private Wealth Management
Florida
$86K – – –
HPC
869
HM Payson & Co
Maine
$86K +$170 +1 +0.2%
OFG
870
Oxford Financial Group
Indiana
$76K – – –
CFA
871
Carroll Financial Associates
North Carolina
$76K +$1.17K +7 +2%
BEI
872
Benjamin Edwards Inc
Missouri
$75K -$850 -5 -1%
JFA
873
JNBA Financial Advisors
Minnesota
$74K -$13.5K -80 -15%
MRC
874
Millburn Ridgefield Corp
New York
$71K -$3.07K -18 -4%
Barclays
875
Barclays
United Kingdom
$64K +$13.3K +79 +26%
33 34
35
36 37