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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.29B
2
EWA
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
AssetMark Inc
California
$431M
4
Comerica Bank
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
Aspiriant LLC
California
$153M
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
MFM
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
Allianz Asset Management
Germany
$22.6M
5
EC
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
901
Interactive Financial Advisors
Illinois
$40K -$11.7K -69 -23%
FGAM
902
Financial Gravity Asset Management
Texas
$37K – – –
EW
903
Evoke Wealth
California
$36K – – –
HFS
904
Hantz Financial Services
Michigan
$36K +$34.3K +200 +2,000%
KTC
905
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
EW
906
Element Wealth
Mississippi
$34K – – –
MWM
907
Mascoma Wealth Management
New Hampshire
$33K +$33K +196 New
WWM
908
Wolff Wiese Magana
California
$32K +$1.01K +6 +3%
PFA
909
Professional Financial Advisors
Nebraska
$31K +$170 +1 +0.6%
MPCG
910
Matrix Private Capital Group
New York
$31K +$1.88K +11 +6%
SBL
911
Sargent Bickham Lagudis
Colorado
$31K +$19.4K +114 +168%
WT
912
Washington Trust
Rhode Island
$30K – – –
SFC
913
SYM Financial Corp
Indiana
$30K – – –
LWA
914
Lenox Wealth Advisors
New York
$30K +$9.48K +55 +46%
AP
915
Atwood & Palmer
Missouri
$30K +$30K +180 New
CAM
916
Costello Asset Management
Pennsylvania
$27K – – –
COCM
917
Charter Oak Capital Management
New Hampshire
$27K +$13.8K +81 +104%
JWBC
918
John W. Brooker & Co
California
$26K – – –
APC
919
Aspire Private Capital
North Carolina
$25K – – –
WB
920
Webster Bank
Connecticut
$25K – – –
DAM
921
Delta Asset Management
Tennessee
$24K – – –
HWA
922
HHM Wealth Advisors
Tennessee
$24K – – –
AWM
923
Accel Wealth Management
Iowa
$24K – – –
CB
924
CNB Bank
Pennsylvania
$24K +$13.4K +80 +127%
PA
925
PSI Advisors
Florida
$23K +$23K +138 New
35 36
37
38 39