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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 %
AIA
951
Armor Investment Advisors
North Carolina
$8K – – –
BFO
952
Biltmore Family Office
North Carolina
$8K – – –
JHCP
953
Jackson Hole Capital Partners
Oklahoma
$8K – – –
GG
954
Gleason Group
Kentucky
$8K – – –
JPLA
955
Joseph P. Lucia & Associates
New York
$7K – – –
HFA
956
HC Financial Advisors
California
$6K -$44.9K -262 -88%
CWP
957
Concord Wealth Partners
Virginia
$6K -$12.2K -71 -67%
IF
958
Ironwood Financial
Arizona
$6K – – –
PC
959
Pecaut & Co
Iowa
$5K -$357 -2 -7%
PWMG
960
Prestige Wealth Management Group
New Jersey
$5K – – –
OSNBOA
961
Old Second National Bank of Aurora
Illinois
$5K – – –
GAM
962
Gemmer Asset Management
California
$5K – – –
SIS
963
Sound Income Strategies
Florida
$5K – – –
VRM
964
Vectors Research Management
New York
$5K +$345 +2 +7%
DWA
965
Dougherty Wealth Advisers
Minnesota
$5K +$5K +28 New
NL
966
NVWM LLC
Pennsylvania
$5K +$5K +30 New
JFGIW
967
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$5.17K -31 -56%
FF
968
FourThought Financial
Florida
$4K -$1.23K -8 -24%
JMF
969
Johnson Midwest Financial
Iowa
$4K – – –
PWA
970
Phoenix Wealth Advisors
North Carolina
$4K – – –
SIC
971
Salem Investment Counselors
North Carolina
$4K – – –
AIP
972
Ameritas Investment Partners
Nebraska
$4K – – –
IBOK
973
Independence Bank of Kentucky
Kentucky
$3K – – –
CPWM
974
Cypress Point Wealth Management
Texas
$3K – – –
WFA
975
WestHill Financial Advisors
California
$3K +$3K +16 New
37 38
39
40 41