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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

988 hedge funds and large institutions have $14.1B invested in Vanguard Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 416 increasing their positions, 331 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
Holders Change
+15
Holders Change %
+1.54%
% of All Funds
17.25%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.43%
New
88
Increased
416
Reduced
331
Closed
58
Calls
$8.25M
Puts
$7.12M
Net Calls
+$1.13M
Net Calls Change
+$3.08M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$103M
2
BCM
Brookstone Capital Management
Illinois
+$59.7M
3
Goldman Sachs
Goldman Sachs
New York
+$35.5M
4
UBS Group
UBS Group
Switzerland
+$31.4M
5
CAM
Cresset Asset Management
Illinois
+$25.9M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$54.5M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
SFS
Sowell Financial Services
Arkansas
-$28M
4
CWM
Connecticut Wealth Management
Connecticut
-$24.9M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
876
Reilly Financial Advisors
California
$89K +$698 +4 +0.8%
BCPWM
877
Bradley & Co Private Wealth Management
Florida
$88K – – –
HPC
878
HM Payson & Co
Maine
$88K +$35.7K +205 +68%
CC
879
Cassaday & Co
Virginia
$81K -$2.62K -15 -3%
OFG
880
Oxford Financial Group
Indiana
$78K +$78K +450 New
BEI
881
Benjamin Edwards Inc
Missouri
$77K -$5.87K -34 -7%
CFA
882
Carroll Financial Associates
North Carolina
$77K -$2.42K -14 -3%
WQ
883
Wealth Quarterback
New Jersey
$77K +$77K +437 New
TA
884
Tectonic Advisors
Texas
$77K +$77K +446 New
MRC
885
Millburn Ridgefield Corp
New York
$76K +$10.8K +62 +17%
RDWM
886
Red Door Wealth Management
Tennessee
$67K +$67K +390 New
SB
887
Strategic Blueprint
Georgia
$64K +$64K +367 New
PWM
888
Provident Wealth Management
Tennessee
$62K -$13.9K -80 -18%
VNA
889
Valley National Advisers
Pennsylvania
$61K -$2.45K -14 -4%
RCA
890
Ranch Capital Advisors
Florida
$59K – – –
MAWCM
891
Mine & Arao Wealth Creation & Management
California
$56K – – –
FCB
892
First Command Bank
Texas
$54K – – –
FCFS
893
First Command Financial Services
Texas
$54K – – –
IFA
894
Interactive Financial Advisors
Illinois
$53K -$37.7K -217 -42%
ETI
895
Enterprise Trust & Investment
California
$53K – – –
HFA
896
HC Financial Advisors
California
$52K – – –
HCM
897
Horrell Capital Management
Arkansas
$52K – – –
CPFP
898
Clear Perspectives Financial Planning
Ohio
$52K – – –
Barclays
899
Barclays
United Kingdom
$52K +$51.8K +299 +29,900%
SSB
900
Sandy Spring Bank
Maryland
$51K – – –
34 35
36
37 38