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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FWP
101
Falcon Wealth Planning
California
$16.7M 93,223 +6,523 +8%
Comerica Bank
102
Comerica Bank
Texas
$16.6M 98,050 -346,216 -78%
AWM
103
Avior Wealth Management
Nebraska
$16.5M 92,150 -1,726 -2%
PAG
104
Private Advisor Group
New Jersey
$16.1M 90,276 -19,414 -18%
PPW
105
Pasadena Private Wealth
California
$16M 89,609 +1,486 +2%
AA
106
ALPS Advisors
Colorado
$15.8M 88,375 -2,450 -3%
TWM
107
Tradition Wealth Management
Minnesota
$15.7M 87,752 +3,347 +4%
QIM
108
Quest Investment Management
Oregon
$15.5M 86,445 – –
SWA
109
Strategies Wealth Advisors
Michigan
$15.4M 86,201 +86,201 New
MAM
110
Marotta Asset Management
Virginia
$15.3M 85,346 +2,562 +3%
BC
111
Bartlett & Co
Ohio
$15.1M 84,398 -459 -0.5%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$15.1M 84,398 -459 -0.5%
ES
113
Eagle Strategies
New York
$15M 83,596 +83,596 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$14.9M 83,456 +2,613 +3%
KCPG
115
Kavar Capital Partners Group
Kansas
$14.7M 82,214 +1,969 +2%
CAN
116
Cetera Advisor Networks
California
$14.3M 80,089 +19,761 +33%
JIR
117
James Investment Research
Ohio
$14.2M 79,564 -18,845 -19%
NA
118
NewEdge Advisors
Louisiana
$14.1M 78,881 +31,100 +65%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$14.1M 82,947 -1,566 -2%
MGIA
120
Moneta Group Investment Advisors
Missouri
$14M 78,485 +4,055 +5%
DADC
121
D.A. Davidson & Co
Montana
$13.7M 76,418 +20,375 +36%
JCM
122
Jacobsen Capital Management
Utah
$13.7M 76,337 +126 +0.2%
SPIA
123
Steward Partners Investment Advisory
New York
$13.6M 76,213 +2,896 +4%
ARMC
124
American Research & Management Company
Massachusetts
$13.5M 75,251 +1,175 +2%
AWAG
125
ARS Wealth Advisors Group
Florida
$13.4M 75,065 +3,819 +5%
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5
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