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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 %
FHC
926
First Horizon Corporation
Tennessee
$15K – – –
CAL
927
Capital Analysts LLC
Pennsylvania
$15K +$14.2K +86 +1,720%
CL
928
COWA LLC
Oklahoma
$14K -$167 -1 -1%
ACA
929
Aptus Capital Advisors
Alabama
$12K – – –
EIP
930
Ellis Investment Partners
Pennsylvania
$12K – – –
BA
931
Bellwether Advisors
Nebraska
$12K – – –
MWP
932
Meridian Wealth Partners
Pennsylvania
$12K +$12K +71 New
SBL
933
Sargent Bickham Lagudis
Colorado
$11K +$485 +3 +5%
GWSG
934
GPS Wealth Strategies Group
Colorado
$11K +$11K +68 New
LWA
935
Lenox Wealth Advisors
New York
$11K +$11K +68 New
SL
936
Savior LLC
Massachusetts
$10K – – –
CB
937
CNB Bank
Pennsylvania
$10K – – –
PSB
938
Piscataqua Savings Bank
New Hampshire
$10K +$10K +59 New
SIS
939
Sound Income Strategies
Florida
$9.27K +$4.64K +28 +100%
FP
940
Fiduciary Planning
Florida
$9K +$167 +1 +2%
TC
941
Trust Company
Kansas
$8K – – –
AF
942
Affiance Financial
Minnesota
$8K – – –
BFO
943
Biltmore Family Office
North Carolina
$8K – – –
GG
944
Gleason Group
Kentucky
$8K – – –
BCM
945
Bourgeon Capital Management
Connecticut
$8K – – –
JHCP
946
Jackson Hole Capital Partners
Oklahoma
$8K +$8K +50 New
JPLA
947
Joseph P. Lucia & Associates
New York
$7K – – –
LWM
948
Liberty Wealth Management
California
$7K – – –
OSNBOA
949
Old Second National Bank of Aurora
Illinois
$7K +$7K +42 New
FF
950
FourThought Financial
Florida
$6K -$462 -3 -7%
36 37
38
39 40