VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

898 hedge funds and large institutions have $10.2B invested in Vanguard Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 359 increasing their positions, 225 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+163
Holders Change %
+22.18%
% of All Funds
15.93%
Holding in Top 10
68
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+33.33%
% of All Funds
1.21%
New
209
Increased
359
Reduced
225
Closed
32
Calls
$4.98M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$586M
2
AL
Aspiriant LLC
California
$154M
3
Bank of America
Bank of America
North Carolina
$1.09B
4
BF
BOK Financial
Oklahoma
$31.9M
5
FI
FormulaFolio Investments
Michigan
$32.1M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.31B
3
AF
Allworth Financial
California
$90M
4
CCFM
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
126
Texas Yale Capital Corp
Florida
$10.1M +$25K +176 +0.2%
SWM
127
Shakespeare Wealth Management
Wisconsin
$10M +$261K +1,834 +3%
ONB
128
Old National Bancorp
Indiana
$9.75M +$1.4M +9,874 +17%
SPIA
129
Steward Partners Investment Advisory
New York
$9.74M +$2.2M +15,477 +29%
BAM
130
Baldrige Asset Management
Pennsylvania
$9.62M +$571K +4,017 +6%
JIC
131
Johnson Investment Counsel
Ohio
$9.5M +$4.27M +30,045 +82%
EDRIA
132
Edmonds Duncan Registered Investment Advisors
Kansas
$9.42M +$2.94M +18,893 +45%
VI
133
Vestcor Inc
New Brunswick, Canada
$9.1M – – –
SL
134
Systelligence LLC
Minnesota
$8.88M +$7.52M +52,917 +555%
FM
135
Foster & Motley
Ohio
$8.72M +$1.01M +7,093 +13%
AFS
136
Annapolis Financial Services
Maryland
$8.7M +$8.7M +61,201 New
CM
137
Columbus Macro
Pennsylvania
$8.52M -$1.21M -8,487 -12%
SCA
138
Spearhead Capital Advisors
Florida
$8.38M +$902K +6,341 +12%
PCG
139
Private Capital Group
Connecticut
$8.3M +$340K +2,391 +4%
RFA
140
Radnor Financial Advisors
Pennsylvania
$8.07M +$87.5K +615 +1%
MGIA
141
Moneta Group Investment Advisors
Missouri
$7.96M +$1.04M +7,312 +15%
ST
142
Spinnaker Trust
Maine
$7.94M -$2.55M -17,949 -24%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$7.78M +$7.78M +54,695 New
IA
144
IndexIQ Advisors
New York
$7.74M -$2.08M -14,610 -21%
PP
145
PrairieView Partners
Minnesota
$7.7M -$16M -112,419 -67%
SFP
146
Shepherd Financial Partners
Massachusetts
$7.59M +$5.19M +36,416 +217%
CWM
147
Cornerstone Wealth Management
Missouri
$7.52M -$336K -2,365 -4%
AW
148
Avion Wealth
Texas
$7.5M +$1.01M +7,116 +16%
WFM
149
Wolff Financial Management
Michigan
$7.48M -$127K -895 -2%
PWM
150
Praetorian Wealth Management
California
$7.47M +$263K +1,852 +4%
4 5
6
7 8