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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 %
IF
876
Ironwood Financial
Arizona
$5K – – –
FMTCOCP
877
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
FF
878
FourThought Financial
Florida
$5K +$5K +42 New
RWB
879
RMR Wealth Builders
New Jersey
$4K -$6.86M -46,293 -100%
SIC
880
Salem Investment Counselors
North Carolina
$4K – – –
SIS
881
Sound Income Strategies
Florida
$4K – – –
HH
882
HWG Holdings
Texas
$4K +$4K +27 New
GI
883
Gradient Investments
Minnesota
$3K – – –
COCM
884
Charter Oak Capital Management
New Hampshire
$3K +$3K +19 New
CCM
885
Cribstone Capital Management
Maine
$3K +$3K +20 New
JWA
886
JFS Wealth Advisors
Pennsylvania
$2K -$1.85K -12 -48%
PS
887
Planned Solutions
California
$2K – – –
WFA
888
WestHill Financial Advisors
California
$2K +$2K +16 New
CIA
889
Cascade Investment Advisors
Oregon
$1.42K – – –
CAL
890
Capital Analysts LLC
Pennsylvania
$1K -$1.2K -6 -55%
DAC
891
Dividend Assets Capital
South Carolina
$1K – – –
GTAM
892
Global Trust Asset Management
Florida
$1K – – –
IBOK
893
Independence Bank of Kentucky
Kentucky
$1K – – –
OFG
894
Oxford Financial Group
Indiana
$1K +$1K +8 New
NDSI
895
Newman Dignan & Sheerar Inc
Rhode Island
$539 +$12 +86 +2%
HighTower Advisors
896
HighTower Advisors
Illinois
– -$60.6M -547,425 Closed
CCFM
897
Clear Creek Financial Management
Washington
– -$28.5M -257,490 Closed
ECM
898
ExodusPoint Capital Management
New York
– -$6.37M -57,551 Closed
PIMG
899
Patriot Investment Management Group
Tennessee
– -$1.46M -13,166 Closed
BCM
900
BlueCrest Capital Management
Jersey
– -$1.11M -10,000 Closed
34 35
36
37 38