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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 %
CWP
876
Corepath Wealth Partners
Arizona
$273K – – –
FA
877
Fiducient Advisors
Illinois
$272K – – –
ECM
878
EMC Capital Management
Texas
$272K +$105K +589 +63%
VDBMI
879
Van Den Berg Management I
Texas
$270K -$22.4K -125 -8%
HVP
880
Hudson Value Partners
Florida
$269K +$6.98K +39 +3%
SAM
881
Summit Asset Management
Tennessee
$268K – – –
SFG
882
StrategIQ Financial Group
Indiana
$267K – – –
HCA
883
Harbour Capital Advisors
Virginia
$266K – – –
SAM
884
Seelaus Asset Management
New Jersey
$266K +$1.43K +8 +0.5%
WS
885
Wedbush Securities
California
$261K -$127K -709 -33%
FWM
886
Fairhaven Wealth Management
Illinois
$261K – – –
TA
887
TFG Advisers
Michigan
$261K +$358 +2 +0.1%
CAM
888
Cozad Asset Management
Illinois
$259K – – –
EK
889
Evensky & Katz
Florida
$258K -$13.2K -74 -5%
SYBT
890
Stock Yards Bank & Trust
Kentucky
$258K – – –
TSWM
891
Tyler-Stone Wealth Management
Ohio
$258K +$258K +1,445 New
S
892
SignatureFD
Georgia
$256K -$3.22K -18 -1%
AT
893
American Trust
Kentucky
$256K +$256K +1,432 New
WIM
894
Warwick Investment Management
Texas
$253K +$253K +1,413 New
CBN
895
Cadence Bank NA
Texas
$252K – – –
HJMC
896
Hellman Jordan Management Company
Massachusetts
$250K – – –
CB
897
Community Bank
New York
$250K – – –
CAM
898
Crestone Asset Management
Colorado
$250K – – –
T
899
TNF
Montana
$248K – – –
OCM
900
One Capital Management
California
$248K +$27.1K +152 +12%
34 35
36
37 38