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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

988 hedge funds and large institutions have $14.1B invested in Vanguard Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 416 increasing their positions, 331 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
988
Holders Change
+15
Holders Change %
+1.54%
% of All Funds
17.25%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.43%
New
88
Increased
416
Reduced
331
Closed
58
Calls
$8.25M
Puts
$7.12M
Net Calls
+$1.13M
Net Calls Change
+$3.08M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.1B
2
BCM
2
Brookstone Capital Management
Illinois
$60.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$166M
4
UBS Group
4
UBS Group
Switzerland
$276M
5
CAM
5
Cresset Asset Management
Illinois
$27.9M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$5.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$729M
3
SFS
3
Sowell Financial Services
Arkansas
$4.28M
4
CWM
4
Connecticut Wealth Management
Connecticut
$7.49M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Praetorian Wealth Management
California
$10.1M +$741K +4,265 +8%
EI
152
Ellevest Inc
New York
$10M +$677K +3,915 +7%
CCA
153
Checchi Capital Advisers
California
$9.75M +$2.35M +13,508 +32%
RFA
154
Radnor Financial Advisors
Pennsylvania
$9.73M -$16.5K -95 -0.2%
ST
155
Spinnaker Trust
Maine
$9.62M -$424K -2,440 -4%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$9.54M +$469K +2,702 +5%
DADC
157
D.A. Davidson & Co
Montana
$9.46M +$1.96M +11,300 +26%
NHC
158
Nicholas Hoffman & Company
Georgia
$9.4M +$73.5K +423 +0.8%
PPP
159
Private Portfolio Partners
New Jersey
$9.31M +$241K +1,388 +3%
SCA
160
Spearhead Capital Advisors
Florida
$9.31M +$50.7K +292 +0.5%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$9.06M -$9.48M – –
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$9.02M +$8.18M +46,058 +977%
PCG
163
Private Capital Group
Connecticut
$8.95M -$237K -1,362 -3%
PP
164
PrairieView Partners
Minnesota
$8.93M -$171K -982 -2%
MWA
165
Moser Wealth Advisors
Washington
$8.93M +$719K +4,138 +9%
OWA
166
Octavia Wealth Advisors
Ohio
$8.9M +$919K +5,293 +12%
CWM
167
Cornerstone Wealth Management
Missouri
$8.76M -$65.5K -377 -0.7%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$8.69M +$777K +4,475 +10%
ONB
169
Old National Bancorp
Indiana
$8.63M -$945K -5,444 -10%
CM
170
Columbus Macro
Pennsylvania
$8.59M -$395K -2,274 -4%
AAS
171
Avantax Advisory Services
Texas
$8.54M +$691K +3,977 +9%
PFA
172
Paradigm Financial Advisors
Missouri
$8.43M +$590K +3,399 +8%
CFO
173
Collective Family Office
Pennsylvania
$8.41M +$1.95M +11,239 +30%
TW
174
Towerpoint Wealth
California
$8.4M -$219K -1,259 -3%
CAN
175
Cetera Advisor Networks
California
$8.39M -$5.1M -29,355 -38%
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