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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 %
BFS
176
Bradley Foster & Sargent
Connecticut
$7.75M +$135K +818 +2%
RIM
177
Rockbridge Investment Management
New York
$7.66M -$484K -2,921 -6%
OWA
178
Octavia Wealth Advisors
Ohio
$7.62M +$2.77M +16,745 +57%
WA
179
Waverly Advisors
Alabama
$7.57M -$220K -1,277 -3%
AA
180
ALPS Advisors
Colorado
$7.55M -$1.14M -6,870 -13%
CCP
181
Cardan Capital Partners
Colorado
$7.55M +$1.1M +6,644 +17%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$7.55M +$846K +5,109 +13%
PFA
183
Paradigm Financial Advisors
Missouri
$7.48M +$6.87M +41,465 +1,125%
SG Americas Securities
184
SG Americas Securities
New York
$7.48M +$367K +2,218 +5%
AAS
185
Avantax Advisory Services
Texas
$7.48M +$1.95M +11,768 +35%
DBT
186
Dubuque Bank & Trust
Iowa
$7.41M +$611K +3,689 +9%
KL
187
KWMG LLC
Kansas
$7.24M -$26.3K -159 -0.4%
OPOWM
188
One Plus One Wealth Management
Florida
$7.22M +$7.22M +43,579 New
DADC
189
D.A. Davidson & Co
Montana
$7.15M +$2.52M +15,188 +54%
CC
190
Courier Capital
New York
$7.15M -$489K -2,952 -6%
CCA
191
Checchi Capital Advisers
California
$7.06M +$1.16M +6,990 +20%
TC
192
Tacita Capital
Ontario, Canada
$6.99M -$1.03M -6,205 -13%
QAM
193
Q3 Asset Management
Michigan
$6.94M +$334K +2,015 +5%
Citigroup
194
Citigroup
New York
$6.9M +$504K +3,042 +8%
SFG
195
Sage Financial Group
Pennsylvania
$6.8M +$138K +831 +2%
AIS
196
American Investment Services
Massachusetts
$6.74M -$109K -659 -2%
AA
197
Ancora Advisors
Ohio
$6.7M +$4.01M +24,233 +149%
GC
198
Garde Capital
Washington
$6.7M -$91.3K -551 -1%
PA
199
Parallel Advisors
California
$6.67M +$354K +2,138 +6%
SWA
200
Stratos Wealth Advisors
Ohio
$6.63M +$3.09M +18,639 +87%
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