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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.

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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.49B
2
Comerica Bank
Comerica Bank
Texas
$46.6M
3
PCIA
Prime Capital Investment Advisors
Kansas
$25.7M
4
SGAM
Stephens Group Asset Management
Arkansas
$74.6M
5
FI
FormulaFolio Investments
Michigan
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
976
Citadel Advisors
Florida
– -$1.9M -13,365 Closed
DLG
977
Daniel L. Goodwin
– -$1.39M -9,810 Closed
RIA
978
Regal Investment Advisors
Michigan
– -$1.13M -7,913 Closed
FFN
979
Focus Financial Network
Minnesota
– -$1.12M -7,869 Closed
KPW
980
Kore Private Wealth
New York
– -$1.04M -7,310 Closed
Susquehanna International Group
981
Susquehanna International Group
Pennsylvania
– -$713K -5,016 Closed
WC
982
Wexford Capital
Florida
– -$711K -5,000 Closed
ACM
983
Anfield Capital Management
California
– -$405K -2,848 Closed
LWM
984
Laidlaw Wealth Management
New York
– -$334K -2,347 Closed
CTFG
985
Capstone Triton Financial Group
Oklahoma
– -$268K -1,882 Closed
FWM
986
Foresight Wealth Management
Utah
– -$251K -1,765 Closed
LRPA
987
L. Roy Papp & Associates
Arizona
– -$246K -1,729 Closed
CIC
988
Cornercap Investment Counsel
Georgia
– -$227K -1,655 Closed
HPCM
989
Hunter Perkins Capital Management
Illinois
– -$230K -1,617 Closed
S
990
Surevest
California
– -$223K -1,566 Closed
FA
991
Fiducient Advisors
Illinois
– -$216K -1,520 Closed
JFG
992
JMG Financial Group
Illinois
– -$211K -1,484 Closed
Fisher Asset Management
993
Fisher Asset Management
Washington
– -$210K -1,475 Closed
LWAC
994
Laurel Wealth Advisors (California)
California
– -$206K -1,449 Closed
APC
995
Asset Planning Corporation
Tennessee
– -$95K -669 Closed
CH
996
Canton Hathaway
Rhode Island
– -$77K -541 Closed
LF
997
Lee Financial
Texas
– -$71K -500 Closed
BWL
998
Bogart Wealth LLC
Virginia
– -$56K -399 Closed
RWA
999
Ropes Wealth Advisors
Massachusetts
– -$52K -366 Closed
SIAG
1000
Safeguard Investment Advisory Group
California
– -$51K -364 Closed
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