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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.

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

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
Morgan Stanley
New York
$729M
3
SFS
Sowell Financial Services
Arkansas
$4.28M
4
CWM
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
1026
Kennicott Capital Management
California
– -$213K -1,288 Closed
OPWM
1027
Oakwell Private Wealth Management
Texas
– -$208K -1,258 Closed
JAG
1028
Journey Advisory Group
Kentucky
– -$204K -1,234 Closed
HAFS
1029
Hapanowicz & Associates Financial Services
Pennsylvania
– -$204K -1,233 Closed
WCM
1030
Wealthcare Capital Management
Virginia
– -$104K -631 Closed
GAM
1031
Grandview Asset Management
Pennsylvania
– -$100K -605 Closed
AWG
1032
Altus Wealth Group
Colorado
– -$91K -521 Closed
MWM
1033
Mascoma Wealth Management
New Hampshire
– -$32K -196 Closed
4FG
1034
4Thought Financial Group
New York
– -$26K -155 Closed
MF
1035
Manchester Financial
California
– -$23K -136 Closed
GWMIA
1036
Global Wealth Management Investment Advisory
Florida
– -$19K -116 Closed
FFA
1037
Freedman Financial Associates
Massachusetts
– -$19K -116 Closed
CG
1038
Cutler Group
California
– -$17K -104 Closed
LGWM
1039
Litman Gregory Wealth Management
California
– -$16K -97 Closed
CL
1040
COWA LLC
Oklahoma
– -$14K -84 Closed
MWP
1041
Meridian Wealth Partners
Pennsylvania
– -$12K -71 Closed
FP
1042
Fiduciary Planning
Florida
– -$9K -54 Closed
RWB
1043
RMR Wealth Builders
New Jersey
– -$4K -27 Closed
HH
1044
HWG Holdings
Texas
– -$4K -27 Closed
FMP
1045
Financial Management Professionals
Texas
– -$2K -11 Closed
WWM
1046
Wagner Wealth Management
South Carolina
– -$1K -9 Closed
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