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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 %
MAWCM
876
Mine & Arao Wealth Creation & Management
California
$54K – – –
FCFS
877
First Command Financial Services
Texas
$52K – – –
FCB
878
First Command Bank
Texas
$52K – – –
HCM
879
Horrell Capital Management
Arkansas
$51K +$51K +308 New
HPC
880
HM Payson & Co
Maine
$50K – – –
ETI
881
Enterprise Trust & Investment
California
$50K – – –
CPFP
882
Clear Perspectives Financial Planning
Ohio
$50K +$50K +300 New
HFA
883
HC Financial Advisors
California
$49K – – –
GFPC
884
Global Financial Private Client
Florida
$48.6K – – –
SSB
885
Sandy Spring Bank
Maryland
$48K – – –
OCM
886
Orion Capital Management
California
$46K – – –
PCFFS
887
Pacific Center for Financial Services
California
$46K – – –
APC
888
Aspire Private Capital
North Carolina
$44K +$43.8K +264 +26,400%
BCA
889
Berman Capital Advisors
Georgia
$41K – – –
EW
890
Evoke Wealth
California
$41K +$41K +250 New
GCM
891
Garland Capital Management
Washington
$40K +$40K +240 New
SFSIG
892
San Francisco Sentry Investment Group
California
$37K – – –
EW
893
Element Wealth
Mississippi
$33K – – –
MWM
894
Mascoma Wealth Management
New Hampshire
$32K +$32K +196 New
WWM
895
Wolff Wiese Magana
California
$31K +$31K +185 New
PFA
896
Professional Financial Advisors
Nebraska
$30K +$166 +1 +0.6%
WT
897
Washington Trust
Rhode Island
$30K +$30K +180 New
KTC
898
Kistler-Tiffany Companies
Pennsylvania
$29K +$12.3K +74 +74%
MPCG
899
Matrix Private Capital Group
New York
$28K – – –
Kayne Anderson Rudnick Investment Management
900
Kayne Anderson Rudnick Investment Management
California
$26K -$181K -1,075 -87%
34 35
36
37 38