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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 %
Renaissance Technologies
901
Renaissance Technologies
New York
– -$830K -7,500 Closed
ACP
902
Aveo Capital Partners
Colorado
– -$798K -7,217 Closed
IB
903
Intrust Bank
Kansas
– -$276K -2,498 Closed
WQ
904
Wealth Quarterback
New Jersey
– -$263K -2,459 Closed
CAM
905
Cubic Asset Management
Massachusetts
– -$236K -2,135 Closed
FAAM
906
First Ascent Asset Management
Colorado
– -$230K -2,081 Closed
RMCM
907
Reynders McVeigh Capital Management
Massachusetts
– -$229K -2,068 Closed
IC
908
Inscription Capital
Texas
– -$203K -1,835 Closed
FA
909
Faithward Advisors
Pennsylvania
– -$198K -1,793 Closed
PLU
910
Performa Ltd (US)
South Carolina
– -$195K -1,760 Closed
JWM
911
Jeppson Wealth Management
California
– -$136K -1,233 Closed
AA
912
Advisory Alpha
Michigan
– -$138K -1,172 Closed
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
– -$53K -483 Closed
SIAP
914
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$20K -182 Closed
Qube Research & Technologies (QRT)
915
Qube Research & Technologies (QRT)
United Kingdom
– -$20K -181 Closed
AWM
916
Adams Wealth Management
Utah
– -$9K -77 Closed
BL
917
Balentine LLC
Georgia
– -$5K -47 Closed
CCM
918
Chiron Capital Management
Florida
– -$5K -45 Closed
PFWA
919
Paces Ferry Wealth Advisors
Georgia
– -$5K -43 Closed
VRM
920
Vectors Research Management
New York
– -$1K -36 Closed
WCG
921
Weaver Consulting Group
California
– -$4K -35 Closed
SIM
922
Sonora Investment Management
Arizona
– -$4K -35 Closed
SC
923
Slow Capital
California
– -$3K -31 Closed
RBA
924
Richard Bernstein Advisors
New York
– -$2K -24 Closed
PFG
925
Pacific Financial Group
Washington
– -$1K -7 Closed
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