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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

988 hedge funds and large institutions have $14.1B invested in Vanguard Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 416 increasing their positions, 331 reducing their positions, and 58 closing their positions.

Holders
988
Holders Change
+15
Holders Change %
+1.54%
% of All Funds
17.25%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.43%
New
88
Increased
416
Reduced
331
Closed
58
Calls
$8.25M
Puts
$7.12M
Net Calls
+$1.13M
Net Calls Change
+$3.08M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.1B
2
BCM
2
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
UBS Group
4
UBS Group
Switzerland
$276M
5
CAM
5
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$729M
3
SFS
3
Sowell Financial Services
Arkansas
$4.28M
4
CWM
4
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$25.4M 146,467 +15,567 +12%
PA
77
Paragon Advisors
Texas
$25.4M 146,306 +737 +0.5%
MWM
78
Modera Wealth Management
New Jersey
$23.9M 137,725 -2,746 -2%
AWA
79
Arete Wealth Advisors
Illinois
$23.7M 136,674 -50 -0%
BIA
80
BHK Investment Advisors
Alabama
$22.9M 131,630 -6,318 -5%
Creative Planning
81
Creative Planning
Kansas
$22.7M 130,605 -42,803 -25%
AMG
82
Asset Management Group
Connecticut
$22.1M 126,997 -863 -0.7%
APG
83
Abacus Planning Group
South Carolina
$21.4M 123,357 +1,560 +1%
PSUF
84
People's United Financial
Connecticut
$21.3M 122,448 -26,873 -18%
TC
85
Trilogy Capital
California
$20.4M 117,494 -7,647 -6%
MA
86
MUFG Americas
New York
$20.2M 116,235 +12,796 +12%
CCM
87
Carlson Capital Management
Minnesota
$19.9M 114,527 -3,717 -3%
Victory Capital Management
88
Victory Capital Management
Texas
$19.3M 110,931 -3,086 -3%
BWM
89
Baystate Wealth Management
Massachusetts
$18.8M 108,402 -7,470 -6%
A
90
AdvicePeriod
California
$18.8M 108,146 -6,884 -6%
JIR
91
James Investment Research
Ohio
$18.8M 107,981 -2,473 -2%
AIP
92
Almanack Investment Partners
Pennsylvania
$18.5M 106,814 +49,098 +85%
BCIM
93
Bishop & Co Investment Management
Pennsylvania
$18.4M 105,679 -507 -0.5%
EC
94
Estate Counselors
Wisconsin
$18.1M 104,175 +41,825 +67%
NQWM
95
Northwest Quadrant Wealth Management
Oregon
$18.1M 104,616 +3,902 +4%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$18M 103,878 -5,273 -5%
EWM
97
Empirical Wealth Management
Washington
$17.9M 102,925 +19,771 +24%
GT
98
Glenmede Trust
Pennsylvania
$17.8M 102,305 -1,358 -1%
AWM
99
Avior Wealth Management
Nebraska
$17.1M 98,219 -1,255 -1%
SFI
100
SPC Financial Inc
Maryland
$17M 97,847 -254 -0.3%
2 3
4
5 6