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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.

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
1
Bank of America
North Carolina
$1.9B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$441M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$98.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$152M
5
CFM
5
Comprehensive Financial Management
California
$62.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.49B
2
Comerica Bank
2
Comerica Bank
Texas
$46.6M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$25.7M
4
SGAM
4
Stephens Group Asset Management
Arkansas
$74.6M
5
FI
5
FormulaFolio Investments
Michigan
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Paragon Advisors
Texas
$24.1M +$9.82M +59,291 +69%
MWM
77
Modera Wealth Management
New Jersey
$23.3M -$521K -3,146 -2%
AWA
78
Arete Wealth Advisors
Illinois
$22.7M +$468K +2,827 +2%
PP
79
PDS Planning
Ohio
$22.2M +$1.72M +10,368 +8%
QI
80
QS Investors
New York
$22M -$667K -4,027 -3%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$21.7M -$1.71M -10,304 -7%
AMG
82
Asset Management Group
Connecticut
$21.2M -$193K -1,166 -0.9%
TC
83
Trilogy Capital
California
$20.7M -$312K -1,884 -1%
APG
84
Abacus Planning Group
South Carolina
$20.2M +$477K +2,883 +2%
BIA
85
BHK Investment Advisors
Alabama
$19.6M +$569 +4 +0%
CCM
86
Carlson Capital Management
Minnesota
$19.6M -$902K -5,449 -4%
BWM
87
Baystate Wealth Management
Massachusetts
$19.2M +$6.85M +41,364 +56%
A
88
AdvicePeriod
California
$19.1M -$1.87M -11,287 -9%
Victory Capital Management
89
Victory Capital Management
Texas
$18.9M -$156K -939 -0.8%
JIR
90
James Investment Research
Ohio
$18.3M +$398K +2,404 +2%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$18.1M -$6.78M -40,917 -27%
BCIM
92
Bishop & Co Investment Management
Pennsylvania
$17.6M -$720K -4,350 -4%
GT
93
Glenmede Trust
Pennsylvania
$17.2M +$221K +1,333 +1%
MA
94
MUFG Americas
New York
$17.1M +$4.34M +26,193 +34%
WBG
95
Wharton Business Group
Pennsylvania
$16.8M +$2.02M +12,225 +14%
NQWM
96
Northwest Quadrant Wealth Management
Oregon
$16.7M +$368K +2,225 +2%
EH
97
Equitable Holdings
New York
$16.6M -$5.76M -34,789 -26%
AWM
98
Avior Wealth Management
Nebraska
$16.5M -$340K -2,052 -2%
SFI
99
SPC Financial Inc
Maryland
$16.2M +$292K +1,762 +2%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$16.2M +$16.2M +96,141 New
2 3
4
5 6