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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.

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
1
Bank of America
North Carolina
$2.29B
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
3
AssetMark Inc
California
$431M
4
Comerica Bank
4
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
1
Aspiriant LLC
California
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$678M
3
MFM
3
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$22.6M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$22.6M 133,350 -156,200 -54%
MA
77
MUFG Americas
New York
$22.6M 133,333 +17,098 +15%
BIA
78
BHK Investment Advisors
Alabama
$22.1M 130,623 -1,007 -0.8%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$21.9M 129,498 -29,212 -18%
APG
80
Abacus Planning Group
South Carolina
$21.4M 126,226 +2,869 +2%
AMG
81
Asset Management Group
Connecticut
$20.9M 123,635 -3,362 -3%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$20.7M 122,072 +18,194 +18%
EH
83
Equitable Holdings
New York
$20M 117,882 -36,699 -24%
TC
84
Trilogy Capital
California
$19.6M 115,912 -1,582 -1%
CCM
85
Carlson Capital Management
Minnesota
$19.3M 114,253 -274 -0.2%
BCIM
86
Bishop & Co Investment Management
Pennsylvania
$18.7M 110,567 +4,888 +5%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$18.6M 109,949 +13,398 +14%
PAG
88
Private Advisor Group
New Jersey
$18.6M 109,690 +34,532 +46%
NQWM
89
Northwest Quadrant Wealth Management
Oregon
$18.6M 107,646 +3,030 +3%
Victory Capital Management
90
Victory Capital Management
Texas
$18.2M 107,725 -3,206 -3%
EWM
91
Empirical Wealth Management
Washington
$18M 106,460 +3,535 +3%
BWM
92
Baystate Wealth Management
Massachusetts
$17.8M 104,927 -3,475 -3%
GT
93
Glenmede Trust
Pennsylvania
$17.6M 103,788 +1,483 +1%
AC
94
Apella Capital
Connecticut
$17.5M 103,594 +32,903 +47%
PSUF
95
People's United Financial
Connecticut
$17.2M 101,602 -20,846 -17%
JIR
96
James Investment Research
Ohio
$16.7M 98,409 -9,572 -9%
F
97
F3Logic
Minnesota
$16M 94,478 +7,554 +9%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$16M 94,319 +4,028 +4%
AWM
99
Avior Wealth Management
Nebraska
$15.9M 93,876 -4,343 -4%
AA
100
ALPS Advisors
Colorado
$15.4M 90,825 +45,384 +100%
2 3
4
5 6