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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

898 hedge funds and large institutions have $10.2B invested in Vanguard Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 359 increasing their positions, 225 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+163
Holders Change %
+22.18%
% of All Funds
15.93%
Holding in Top 10
68
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+33.33%
% of All Funds
1.21%
New
209
Increased
359
Reduced
225
Closed
32
Calls
$4.98M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$586M
2
AL
2
Aspiriant LLC
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$1.09B
4
BF
4
BOK Financial
Oklahoma
$31.9M
5
FI
5
FormulaFolio Investments
Michigan
$32.1M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.31B
3
AF
3
Allworth Financial
California
$90M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
76
Thompson Siegel & Walmsley
Virginia
$19.9M +$5.43M +38,155 +38%
BIA
77
BHK Investment Advisors
Alabama
$19.6M +$1.23M +8,667 +7%
QI
78
QS Investors
New York
$19.5M +$2.84M +20,000 +17%
EH
79
Equitable Holdings
New York
$19.2M +$8.7M +61,205 +83%
AWA
80
Arete Wealth Advisors
Illinois
$19M +$469K +3,299 +3%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$18.8M +$4.35M +30,595 +30%
CCM
82
Carlson Capital Management
Minnesota
$18.4M -$4.71M -31,617 -20%
AMG
83
Asset Management Group
Connecticut
$18.3M -$16.8K -118 -0.1%
TC
84
Trilogy Capital
California
$18.1M -$1.62M -11,361 -8%
A
85
AdvicePeriod
California
$18M -$374K -2,628 -2%
PP
86
PDS Planning
Ohio
$17.6M +$2.01M +14,133 +13%
APG
87
Abacus Planning Group
South Carolina
$16.9M +$719K +5,059 +4%
Victory Capital Management
88
Victory Capital Management
Texas
$16.3M – – –
BCIM
89
Bishop & Co Investment Management
Pennsylvania
$15.7M +$79.9K +562 +0.5%
SS
90
Simplicity Solutions
Minnesota
$15.6M +$1.05M +7,376 +7%
JIR
91
James Investment Research
Ohio
$15.4M +$15.4M +108,050 New
Natixis Advisors
92
Natixis Advisors
Massachusetts
$14.6M -$487K -3,426 -3%
GT
93
Glenmede Trust
Pennsylvania
$14.6M -$417K -2,933 -3%
AWM
94
Avior Wealth Management
Nebraska
$14.4M -$302K -2,123 -2%
F
95
F3Logic
Minnesota
$14.3M +$450K +3,167 +3%
KAS
96
Kestra Advisory Services
Texas
$14.2M +$4.35M +30,637 +44%
NQWM
97
Northwest Quadrant Wealth Management
Oregon
$14M +$488K +3,439 +4%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$13.9M -$560K -3,937 -4%
SFI
99
SPC Financial Inc
Maryland
$13.7M +$13.7M +96,339 New
WBG
100
Wharton Business Group
Pennsylvania
$12.7M -$33.4K -235 -0.3%
2 3
4
5 6