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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 %
ZIG
1126
Zullo Investment Group
Pennsylvania
$2K +$2K +9 New
SCM
1127
SevenOneSeven Capital Management
Pennsylvania
$2K +$2K +11 New
BWL
1128
Bogart Wealth LLC
Virginia
$2K +$2K +13 New
CWM
1129
CarsonAllaria Wealth Management
Illinois
$2K +$2K +13 New
LWMNY
1130
Landmark Wealth Management (New York)
New York
$2K +$2K +13,511 New
CIA
1131
Cascade Investment Advisors
Oregon
$1.79K – – –
LWM
1132
Liberty Wealth Management
California
$1.6K -$1.16M -3,635 -100%
CIA
1133
Choate Investment Advisors
Massachusetts
$1K – – –
CT
1134
Clearstead Trust
Maine
$1K – – –
HWM
1135
Holloway Wealth Management
Florida
$1K -$1K – –
HNWA
1136
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1K +3 New
BIM
1137
Baldwin Investment Management
Pennsylvania
$812 +$60 +337 +8%
BBHC
1138
Brown Brothers Harriman & Co
New York
$286 +$18 +100 +7%
FHC
1139
First Heartland Consultants
Missouri
$260 -$21 -119 -8%
FGAM
1140
Financial Gravity Asset Management
Texas
$32 -$5 -28 -13%
PI
1141
PFS Investments
Georgia
– -$11.4M -61,297 Closed
SAS
1142
Sage Advisory Services
Texas
– -$9.4M -55,542 Closed
FTUS
1143
Flow Traders U.S.
New York
– -$3.57M -21,081 Closed
CSPIA
1144
Cary Street Partners Investment Advisory
Virginia
– -$2.65M -15,633 Closed
CGIM
1145
Cannon Global Investment Management
Florida
– -$1.73M -10,224 Closed
TFA
1146
Tobias Financial Advisors
Florida
– -$1.65M -9,767 Closed
PWAC
1147
Private Wealth Advisors (California)
California
– -$1.7M -9,623 Closed
HH
1148
Hilltop Holdings
Texas
– -$1.5M -8,886 Closed
SWM
1149
Southern Wealth Management
Texas
– -$1.34M -7,924 Closed
SG Americas Securities
1150
SG Americas Securities
New York
– -$1.29M -7,624 Closed
44 45
46
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