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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

973 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 378 increasing their positions, 322 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
973
Holders Change
+75
Holders Change %
+8.35%
% of All Funds
17.13%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
1.51%
New
138
Increased
378
Reduced
322
Closed
56
Calls
$6.13M
Puts
$8.08M
Net Calls
-$1.95M
Net Calls Change
+$3.67M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.9B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$441M
3
HighTower Advisors
HighTower Advisors
Illinois
$98.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$152M
5
CFM
Comprehensive Financial Management
California
$62.5M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.49B
2
Comerica Bank
Comerica Bank
Texas
$46.6M
3
PCIA
Prime Capital Investment Advisors
Kansas
$25.7M
4
SGAM
Stephens Group Asset Management
Arkansas
$74.6M
5
FI
FormulaFolio Investments
Michigan
$4.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
151
Blankinship & Foster
California
$8.99M +$8.99M +54,268 New
EI
152
Ellevest Inc
New York
$8.95M +$513K +3,097 +6%
NHC
153
Nicholas Hoffman & Company
Georgia
$8.89M +$1.58M +9,538 +22%
PWM
154
Praetorian Wealth Management
California
$8.88M +$182K +1,096 +2%
SCA
155
Spearhead Capital Advisors
Florida
$8.83M -$933K -5,636 -10%
AW
156
Avion Wealth
Texas
$8.8M +$70.9K +428 +0.8%
PCG
157
Private Capital Group
Connecticut
$8.76M -$904K -5,458 -9%
MCWS
158
McKinley Carter Wealth Services
West Virginia
$8.72M -$335K -2,021 -4%
PP
159
PrairieView Partners
Minnesota
$8.68M -$291K -1,755 -3%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$8.65M +$1.3M +7,878 +18%
PPP
161
Private Portfolio Partners
New Jersey
$8.65M +$23.4K +141 +0.3%
AC
162
Apella Capital
Connecticut
$8.63M +$849K +5,124 +11%
CM
163
Columbus Macro
Pennsylvania
$8.57M -$1.35M -8,155 -14%
WFM
164
Wolff Financial Management
Michigan
$8.57M -$139K -839 -2%
CWM
165
Cornerstone Wealth Management
Missouri
$8.42M -$338K -2,039 -4%
PAS
166
Park Avenue Securities
New York
$8.39M +$2.5M +15,079 +42%
IFS
167
Ifrah Financial Services
Arkansas
$8.3M +$8.3M +50,125 New
TW
168
Towerpoint Wealth
California
$8.22M -$201K -1,215 -2%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$8.21M +$864K +5,215 +12%
VWA
170
Visionary Wealth Advisors
Illinois
$8.17M +$729K +4,402 +10%
FA
171
FDx Advisors
Illinois
$7.93M -$363K -2,191 -4%
EWA
172
EP Wealth Advisors
California
$7.86M +$938K +5,663 +14%
MWA
173
Moser Wealth Advisors
Washington
$7.83M -$10.4K -63 -0.1%
Northern Trust
174
Northern Trust
Illinois
$7.8M +$137K +828 +2%
AIA
175
Arrow Investment Advisors
Maryland
$7.76M +$7.76M +46,829 New
5 6
7
8 9