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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 %
HDIM
901
Hanson & Doremus Investment Management
Vermont
$26K -$14.9K -89 -36%
JWBC
902
John W. Brooker & Co
California
$26K – – –
4FG
903
4Thought Financial Group
New York
$26K +$26K +155 New
CAM
904
Costello Asset Management
Pennsylvania
$26K +$26K +160 New
WB
905
Webster Bank
Connecticut
$25K +$13K +77 +108%
CWP
906
Concord Wealth Partners
Virginia
$24K -$2.14K -13 -8%
DAM
907
Delta Asset Management
Tennessee
$24K – – –
AWM
908
Accel Wealth Management
Iowa
$23K – – –
CAAS
909
Capital Asset Advisory Services
Michigan
$23K – – –
HWA
910
HHM Wealth Advisors
Tennessee
$23K +$7.72K +47 +51%
MF
911
Manchester Financial
California
$23K +$23K +136 New
AA
912
AlphaMark Advisors
Kentucky
$21K -$16.8K -100 -44%
MAM
913
Meeder Asset Management
Ohio
$20K -$1.95K -12 -9%
HIA
914
Harbor Investment Advisory
Maryland
$20K -$1.31K -8 -6%
SMA
915
Sage Mountain Advisors
Georgia
$20K +$20K +118 New
GEA
916
Glen Eagle Advisors
New Jersey
$19.5K – – –
JFGIW
917
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$6.94K -42 -27%
GWMIA
918
Global Wealth Management Investment Advisory
Florida
$19K +$18.5K +113 +3,767%
FFA
919
Freedman Financial Associates
Massachusetts
$19K +$19K +116 New
CG
920
Cutler Group
California
$17K -$131K -800 -88%
DOA
921
D'Orazio & Associates
Virginia
$17K -$4.08K -24 -19%
1IA
922
1834 Investment Advisors
Wisconsin
$17K – – –
TF
923
Tompkins Financial
New York
$17K +$6.96K +43 +69%
LGWM
924
Litman Gregory Wealth Management
California
$16K – – –
LS
925
Leelyn Smith
Illinois
$15K -$1.85K -11 -11%
35 36
37
38 39