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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 %
SFP
126
Shepherd Financial Partners
Massachusetts
$13.2M +$389K +2,173 +3%
KAS
127
Kestra Advisory Services
Texas
$13.1M -$2.63M -14,687 -17%
BPA
128
Beacon Pointe Advisors
California
$13M -$1.16M -6,496 -8%
AW
129
Avion Wealth
Texas
$12.8M +$443K +2,476 +4%
FPIS
130
Financial Planning & Information Services
Wisconsin
$12.7M -$140K -780 -1%
AAP
131
Arax Advisory Partners
Colorado
$12.6M -$816K -4,560 -6%
TYCC
132
Texas Yale Capital Corp
Florida
$12.3M +$21.1K +118 +0.2%
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$12.3M -$15.7K -88 -0.1%
BAM
134
Baldrige Asset Management
Pennsylvania
$12.1M -$37K -207 -0.3%
JIC
135
Johnson Investment Counsel
Ohio
$12M +$51.3K +287 +0.4%
PSUF
136
People's United Financial
Connecticut
$12M -$6.22M -34,769 -34%
PIFP
137
Partners in Financial Planning
Virginia
$11.9M +$440K +2,547 +4%
FM
138
Foster & Motley
Ohio
$11.9M +$721K +4,033 +6%
PFM
139
Phillips Financial Management
Indiana
$11.9M -$94.8K -530 -0.8%
SWM
140
Shakespeare Wealth Management
Wisconsin
$11.8M +$571K +3,194 +5%
EI
141
Ellevest Inc
New York
$11.8M +$485K +2,709 +4%
EDRIA
142
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M +$381K +2,184 +3%
TFP
143
TrueWealth Financial Partners
Washington
$11.4M +$11.4M +63,776 New
HCMT
144
Highland Capital Management (Tennessee)
Tennessee
$11.2M +$49.9K +279 +0.4%
AI
145
Atria Investments
North Carolina
$11.2M +$3.73M +20,873 +50%
BF
146
Blankinship & Foster
California
$11.1M +$380K +2,123 +4%
WIA
147
World Investment Advisors
California
$10.9M +$10.4M +59,659 +2,197%
RVPG
148
Relative Value Partners Group
$10.8M +$2.22M +12,413 +26%
PWM
149
Praetorian Wealth Management
California
$10.7M +$298K +1,668 +3%
ASI
150
Advisory Services & Investments
Oregon
$10.6M -$101K -566 -0.9%
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