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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.73B
2
Morgan Stanley
2
Morgan Stanley
New York
$765M
3
SEI Investments
3
SEI Investments
Pennsylvania
$149M
4
AssetMark Inc
4
AssetMark Inc
California
$493M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$53.9M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$57.8M
2
Comerica Bank
2
Comerica Bank
Texas
$16.6M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$97.8M
4
PPW
4
Parcion Private Wealth
Washington
$1.61M
5
Franklin Resources
5
Franklin Resources
California
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
Wealth Architects
California
$25M 139,584 -3,624 -3%
FSWA
77
Financial Synergies Wealth Advisors
Texas
$24.7M 138,287 -8,137 -6%
WBG
78
Wharton Business Group
Pennsylvania
$24.6M 137,290 +137,290 New
Allianz Asset Management
79
Allianz Asset Management
Germany
$24.2M 135,550 +2,200 +2%
APG
80
Abacus Planning Group
South Carolina
$24.1M 134,760 +8,534 +7%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$23.6M 131,759 +9,687 +8%
BIA
82
BHK Investment Advisors
Alabama
$23.1M 128,961 -1,662 -1%
BCIM
83
Bishop & Co Investment Management
Pennsylvania
$22.4M 125,118 +14,551 +13%
TC
84
Trilogy Capital
California
$22M 122,869 +6,957 +6%
AMG
85
Asset Management Group
Connecticut
$22M 122,811 -824 -0.7%
BWM
86
Brickley Wealth Management
California
$21.8M 121,839 +47,802 +65%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$21.7M 121,247 -8,251 -6%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$21.2M 118,436 +8,487 +8%
AWM
89
AE Wealth Management
Kansas
$20.8M 116,098 +33,287 +40%
EWM
90
Empirical Wealth Management
Washington
$20.6M 115,323 +8,863 +8%
CCM
91
Carlson Capital Management
Minnesota
$20.1M 112,346 -1,907 -2%
Victory Capital Management
92
Victory Capital Management
Texas
$19.3M 107,725 – –
BWM
93
Baystate Wealth Management
Massachusetts
$18.9M 105,947 +1,020 +1%
NQWM
94
Northwest Quadrant Wealth Management
Oregon
$18.6M 103,737 -3,909 -4%
GT
95
Glenmede Trust
Pennsylvania
$18.5M 103,556 -232 -0.2%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$17.9M 99,812 +5,493 +6%
F
97
F3Logic
Minnesota
$17.4M 97,388 +2,910 +3%
PAS
98
Park Avenue Securities
New York
$17.2M 96,106 +20,584 +27%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$17M 95,288 +5,681 +6%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$16.7M 93,397 +23,945 +34%
2 3
4
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