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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 %
HAS
851
HBW Advisory Services
California
$305K -$3.22K -18 -1%
HC
852
Hamilton Capital
Ohio
$305K +$358 +2 +0.1%
CCMG
853
Clark Capital Management Group
Pennsylvania
$304K +$77K +430 +34%
SFS
854
Summit Financial Strategies
Ohio
$302K -$33.3K -186 -10%
IIC
855
Integrated Investment Consultants
Michigan
$301K -$335K -1,871 -53%
ICG
856
InterOcean Capital Group
Tennessee
$301K +$301K +1,686 New
IA
857
IFG Advisory
Georgia
$300K -$12.9K -72 -4%
Susquehanna International Group
858
Susquehanna International Group
Pennsylvania
$298K -$6.27M -35,052 -95%
OA
859
Operose Advisors
Wisconsin
$297K +$297K +1,663 New
RC
860
Rovin Capital
Arizona
$295K -$2.15K -12 -0.7%
CHA
861
Carmichael Hill & Associates
Maryland
$294K +$27.2K +152 +10%
SWA
862
Sax Wealth Advisors
New Jersey
$291K -$58.2K -326 -17%
BIA
863
Bell Investment Advisors
California
$291K +$3.04K +17 +1%
BWA
864
BlueSky Wealth Advisors
North Carolina
$290K +$290K +1,624 New
NAS
865
Nicolet Advisory Services
Wisconsin
$288K -$7.34K -41 -2%
KFGK
866
Keystone Financial Group (Kentucky)
Kentucky
$286K -$20.7K -116 -7%
CI
867
Ceera Investments
Texas
$286K +$12.5K +70 +5%
PBF
868
Petix & Botte Financial
California
$283K -$534K -2,984 -65%
EHPM
869
Emery Howard Portfolio Management
California
$281K +$1.79K +10 +0.6%
PFBT
870
Parkside Financial Bank & Trust
Missouri
$279K +$61.4K +343 +28%
SB
871
Strategic Blueprint
Georgia
$278K +$278K +1,557 New
PFG
872
PAX Financial Group
Texas
$277K +$14.6K +82 +6%
GI
873
Gradient Investments
Minnesota
$276K +$43.9K +246 +19%
CWM
874
Chemistry Wealth Management
New York
$274K +$274K +1,533 New
NLP
875
Next Level Private
New York
$274K +$274K +1,533 New
33 34
35
36 37