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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.

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
1
Bank of America
North Carolina
$2.1B
2
BCM
2
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
UBS Group
4
UBS Group
Switzerland
$276M
5
CAM
5
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$729M
3
SFS
3
Sowell Financial Services
Arkansas
$4.28M
4
CWM
4
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$16.8M 96,551 +11,036 +13%
AWM
102
AE Wealth Management
Kansas
$16.6M 95,377 +15,733 +20%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$16.4M 97,069 +928 +1%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$15.8M 90,795 +9,268 +11%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$15.7M 90,291 +3,619 +4%
PPW
106
Pasadena Private Wealth
California
$15.5M 89,136 +2,114 +2%
BCWM
107
Bartlett & Co Wealth Management
Ohio
$15.2M 87,447 -4,235 -5%
BC
108
Bartlett & Co
Ohio
$15.2M 87,447 -4,235 -5%
F
109
F3Logic
Minnesota
$15.1M 86,924 +1,238 +1%
BPA
110
Beacon Pointe Advisors
California
$15.1M 86,837 +79,005 +1,009%
QIM
111
Quest Investment Management
Oregon
$15M 86,445 – –
BFEC
112
Benjamin F. Edwards & Company
Missouri
$14.6M 83,830 -4,685 -5%
TWM
113
Tradition Wealth Management
Minnesota
$14.5M 83,285 +5,081 +6%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$14.2M 81,535 -4,609 -5%
MAM
115
Marotta Asset Management
Virginia
$14.1M 80,427 +486 +0.6%
AAP
116
Arax Advisory Partners
Colorado
$14M 80,434 +80,434 New
KCPG
117
Kavar Capital Partners Group
Kansas
$13.6M 78,379 +2,268 +3%
FWP
118
Falcon Wealth Planning
California
$13.3M 76,684 +4,396 +6%
PAG
119
Private Advisor Group
New Jersey
$13.1M 75,158 +3,318 +5%
JCM
120
Jacobsen Capital Management
Utah
$13M 74,888 +2,407 +3%
SPIA
121
Steward Partners Investment Advisory
New York
$12.9M 74,368 -8,326 -10%
ARMC
122
American Research & Management Company
Massachusetts
$12.9M 74,231 +6,029 +9%
KAS
123
Kestra Advisory Services
Texas
$12.9M 73,997 +1,127 +2%
BWM
124
Brickley Wealth Management
California
$12.7M 73,223 -1,073 -1%
FPIS
125
Financial Planning & Information Services
Wisconsin
$12.4M 71,623 -3,367 -4%
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5
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