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

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.31B
3
AF
3
Allworth Financial
California
$90M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
ALPS Advisors
Colorado
$7.46M -$265K -1,860 -3%
PPP
152
Private Portfolio Partners
New Jersey
$7.41M +$135K +950 +2%
FCI
153
Financial Counselors Inc
Kansas
$7.28M -$202K -1,419 -3%
EI
154
Ellevest Inc
New York
$7.24M +$337K +2,372 +5%
TW
155
Towerpoint Wealth
California
$7.23M +$282K +1,985 +4%
FA
156
FDx Advisors
Illinois
$7.12M -$532K -3,743 -7%
WA
157
Waverly Advisors
Alabama
$7.12M +$394K +2,502 +6%
RIM
158
Rockbridge Investment Management
New York
$6.99M -$302K -2,127 -4%
TC
159
Tacita Capital
Ontario, Canada
$6.89M +$6.89M +48,416 New
WPWM
160
Windward Private Wealth Management
Kansas
$6.86M +$6.86M +48,247 New
MWA
161
Moser Wealth Advisors
Washington
$6.73M -$48.2K -339 -0.7%
AC
162
Apella Capital
Connecticut
$6.68M +$936K +6,580 +16%
Northern Trust
163
Northern Trust
Illinois
$6.58M +$135K +947 +2%
CC
164
Courier Capital
New York
$6.56M +$540K +3,799 +9%
BFS
165
Bradley Foster & Sargent
Connecticut
$6.54M +$768K +5,397 +13%
I
166
INVST
Indiana
$6.46M -$19.1K -134 -0.3%
VWA
167
Visionary Wealth Advisors
Illinois
$6.39M +$6.39M +44,949 New
Baird Financial Group
168
Baird Financial Group
Wisconsin
$6.31M +$519K +3,649 +9%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$6.31M -$248K -1,747 -4%
NHC
170
Nicholas Hoffman & Company
Georgia
$6.28M +$213K +1,500 +4%
KL
171
KWMG LLC
Kansas
$6.24M +$292K +2,051 +5%
JCM
172
Jacobsen Capital Management
Utah
$6.18M +$2.02M +14,182 +48%
SG Americas Securities
173
SG Americas Securities
New York
$6.1M +$6.1M +42,922 New
EWA
174
EP Wealth Advisors
California
$5.95M +$2.43M +17,065 +69%
AIS
175
American Investment Services
Massachusetts
$5.88M +$274K +1,930 +5%
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