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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 %
GFPC
901
Global Financial Private Client
Florida
$50.8K – – –
PCFFS
902
Pacific Center for Financial Services
California
$48K – – –
OCM
903
Orion Capital Management
California
$48K – – –
CAAS
904
Capital Asset Advisory Services
Michigan
$47K +$23K +132 +96%
NG
905
NWK Group
California
$47K +$47K +271 New
BCA
906
Berman Capital Advisors
Georgia
$43K – – –
GCM
907
Garland Capital Management
Washington
$42K +$174 +1 +0.4%
PGWM
908
Parisi Gray Wealth Management
New Jersey
$40K +$40K +233 New
SFSIG
909
San Francisco Sentry Investment Group
California
$39K – – –
EW
910
Evoke Wealth
California
$38K -$5.58K -32 -13%
FGAM
911
Financial Gravity Asset Management
Texas
$37K +$519 +3 +1%
KTC
912
Kistler-Tiffany Companies
Pennsylvania
$36K +$5.74K +33 +19%
AC
913
Arjuna Capital
North Carolina
$36K +$36K +207 New
EW
914
Element Wealth
Mississippi
$35K +$347 +2 +1%
WWM
915
Wolff Wiese Magana
California
$32K – – –
CAL
916
Capital Analysts LLC
Pennsylvania
$32K +$16.2K +93 +102%
WT
917
Washington Trust
Rhode Island
$31K – – –
PFA
918
Professional Financial Advisors
Nebraska
$31K – – –
SFC
919
SYM Financial Corp
Indiana
$31K +$31K +180 New
MPCG
920
Matrix Private Capital Group
New York
$30K – – –
CDIA
921
Capital Directions Investment Advisors
Georgia
$30K +$30K +174 New
LPWM
922
Lake Point Wealth Management
Texas
$29K +$29K +166 New
CAM
923
Costello Asset Management
Pennsylvania
$28K – – –
JWBC
924
John W. Brooker & Co
California
$27K – – –
Optiver Holding
925
Optiver Holding
Netherlands
$27K +$27K +158 New
35 36
37
38 39