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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IWP
1051
IAG Wealth Partners
Wisconsin
$30K +$7.68K +43 +34%
CT
1052
Cambridge Trust
Massachusetts
$30K +$30K +168 New
CAM
1053
Costello Asset Management
Pennsylvania
$29K +$180 +1 +0.6%
JWBC
1054
John W. Brooker & Co
California
$28K – – –
MFM
1055
MD Financial Management
Ontario, Canada
$28K +$28K +158 New
SWA
1056
Sutton Wealth Advisors
Florida
$27.5K +$27.5K +154 New
HIA
1057
Harbor Investment Advisory
Maryland
$27K +$5.47K +31 +25%
TWC
1058
TD Waterhouse Canada
Ontario, Canada
$26.7K +$26.7K +115 New
WB
1059
Webster Bank
Connecticut
$26K – – –
APC
1060
Aspire Private Capital
North Carolina
$26K – – –
DAM
1061
Delta Asset Management
Tennessee
$26K – – –
GWM
1062
Guardian Wealth Management
Illinois
$26K +$26K +145 New
GEA
1063
Glen Eagle Advisors
New Jersey
$25.9K +$4.65K +26 +22%
PA
1064
PSI Advisors
Florida
$25K – – –
HWA
1065
HHM Wealth Advisors
Tennessee
$25K – – –
RIA
1066
Richwood Investment Advisors
Ohio
$25K +$25K +140 New
RWA
1067
RGT Wealth Advisors
Texas
$25K +$25K +142 New
MFA
1068
Morling Financial Advisors
California
$24K +$24K +134 New
TVWM
1069
Tower View Wealth Management
Wisconsin
$24K +$24K +136 New
ACA
1070
Aptus Capital Advisors
Alabama
$22K +$8.55K +47 +64%
NFSG
1071
Newbridge Financial Services Group
Florida
$22K +$20K +109 +991%
AWM
1072
Accel Wealth Management
Iowa
$21K -$3.33K -19 -14%
MRC
1073
Millburn Ridgefield Corp
New York
$20K -$53.8K -304 -73%
APW
1074
Acima Private Wealth
Virginia
$19K – – –
AC
1075
AlphaCore Capital
California
$18K +$18K +100 New
41 42
43
44 45