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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 %
CCWA
1151
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.08M -6,387 Closed
GRP
1152
Global Retirement Partners
California
– -$1.03M -6,104 Closed
BFM
1153
Boothbay Fund Management
New York
– -$744K -4,398 Closed
STA
1154
Summit Trail Advisors
New York
– -$579K -3,420 Closed
GP
1155
Geneva Partners
Wisconsin
– -$545K -3,220 Closed
WP
1156
WMS Partners
Maryland
– -$542K -3,200 Closed
BOS
1157
Bingham Osborn & Scarborough
California
– -$401K -2,370 Closed
Simplex Trading
1158
Simplex Trading
Illinois
– -$389K -2,221 Closed
W
1159
WealthOne
New York
– -$365K -2,158 Closed
OWP
1160
Obermeyer Wealth Partners
Colorado
– -$355K -2,100 Closed
HIP
1161
Harrell Investment Partners
Texas
– -$342K -2,020 Closed
HIIFS
1162
Harel Insurance Investments & Financial Services
Israel
– -$325K -1,920 Closed
MC
1163
Moors & Cabot
Massachusetts
– -$284K -1,675 Closed
SPL
1164
Smart Portfolios LLC
Washington
– -$269K -1,589 Closed
BWA
1165
Beam Wealth Advisors
Louisiana
– -$267K -1,575 Closed
MP
1166
McDonald Partners
Ohio
– -$263K -1,552 Closed
Fisher Asset Management
1167
Fisher Asset Management
Washington
– -$259K -1,529 Closed
SAF
1168
Smith Anglin Financial
Texas
– -$254K -1,501 Closed
TFA
1169
TPG Financial Advisors
Oregon
– -$251K -1,481 Closed
RBFC
1170
Roman Butler Fullerton & Co
Missouri
– -$255K -1,444 Closed
SBH
1171
Segall Bryant & Hamill
Illinois
– -$226K -1,330 Closed
IB
1172
Intrust Bank
Kansas
– -$211K -1,248 Closed
WF
1173
Welch & Forbes
Massachusetts
– -$210K -1,241 Closed
JGIA
1174
Jackson Grant Investment Advisers
Connecticut
– -$171K -1,010 Closed
BMD
1175
Better Money Decisions
New Mexico
– -$153K -903 Closed
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