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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 %
DBT
176
Dubuque Bank & Trust
Iowa
$5.84M +$613K +4,310 +12%
GC
177
Garde Capital
Washington
$5.83M -$172K -1,211 -3%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$5.76M +$4.03M +28,356 +234%
CM
179
Cornerstone Management
Georgia
$5.73M -$87.5K -615 -2%
SFG
180
Sage Financial Group
Pennsylvania
$5.72M +$12.4K +87 +0.2%
QAM
181
Q3 Asset Management
Michigan
$5.67M +$5.67M +39,893 New
LFS
182
Lutz Financial Services
Nebraska
$5.59M +$76.5K +538 +1%
CCP
183
Cardan Capital Partners
Colorado
$5.54M -$43.1K -303 -0.8%
NA
184
NewEdge Advisors
Louisiana
$5.53M +$66.3K +466 +1%
Citigroup
185
Citigroup
New York
$5.49M +$2.62M +18,420 +91%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$5.46M -$3.17M – –
MMA
187
Miracle Mile Advisors
California
$5.43M -$1M -7,042 -16%
PA
188
Parallel Advisors
California
$5.43M -$114K -805 -2%
CWM
189
Capital Wealth Management
Rhode Island
$5.4M +$258K +1,814 +5%
CMO
190
Covenant Multifamily Offices
Texas
$5.36M +$23.2K +163 +0.4%
FHA
191
First Horizon Advisors
Tennessee
$5.34M -$377K -2,652 -7%
FAT
192
First American Trust
California
$5.27M -$31.3K -220 -0.6%
AI
193
Atria Investments
North Carolina
$5.26M +$48.6K +342 +0.9%
MSWMA
194
Market Street Wealth Management Advisors
Indiana
$5.25M -$186K -1,309 -3%
CFS
195
Cannon Financial Strategists
Georgia
$5.23M +$21.5K +151 +0.4%
AWA
196
Aaron Wealth Advisors
Illinois
$5.19M +$5.19M +36,479 New
BCA
197
Biltmore Capital Advisors
New Jersey
$5.18M -$1.49M -10,482 -22%
CIM
198
Cambria Investment Management
California
$5.15M +$5.15M +36,190 New
TAM
199
Tocqueville Asset Management
New York
$5.11M +$642K +4,515 +14%
BCM
200
Beck Capital Management
Texas
$5.1M +$5.1M +35,849 New
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