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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 %
IFS
176
Ifrah Financial Services
Arkansas
$8.37M -$331K -1,905 -4%
MCWS
177
McKinley Carter Wealth Services
West Virginia
$8.35M -$801K -4,614 -9%
I
178
INVST
Indiana
$8.25M -$526K -3,159 -6%
WA
179
Waverly Advisors
Alabama
$8.11M +$456K +2,619 +6%
AA
180
Ancora Advisors
Ohio
$8.1M +$1.07M +6,153 +15%
BFS
181
Bradley Foster & Sargent
Connecticut
$8.07M -$53.8K -310 -0.7%
FA
182
FDx Advisors
Illinois
$8M -$316K -1,817 -4%
AA
183
ALPS Advisors
Colorado
$7.89M -$27.8K -160 -0.4%
DBT
184
Dubuque Bank & Trust
Iowa
$7.85M +$78.8K +454 +1%
EWA
185
EP Wealth Advisors
California
$7.76M -$487K -2,807 -6%
KL
186
KWMG LLC
Kansas
$7.7M +$322K +1,909 +4%
RIM
187
Rockbridge Investment Management
New York
$7.62M -$414K -2,383 -5%
CC
188
Courier Capital
New York
$7.59M +$93.3K +537 +1%
Northern Trust
189
Northern Trust
Illinois
$7.53M -$651K -3,747 -8%
CWM
190
Connecticut Wealth Management
Connecticut
$7.49M -$24.9M -143,621 -77%
NA
191
NewEdge Advisors
Louisiana
$7.39M +$504K +2,903 +7%
AIA
192
Arrow Investment Advisors
Maryland
$7.34M -$788K -4,539 -10%
TC
193
Tacita Capital
Ontario, Canada
$7.14M -$191K -1,100 -3%
GC
194
Garde Capital
Washington
$7.07M +$41.5K +239 +0.6%
AIS
195
American Investment Services
Massachusetts
$7M -$67.9K -391 -1%
PA
196
Parallel Advisors
California
$6.95M -$46.5K -268 -0.7%
SFG
197
Sage Financial Group
Pennsylvania
$6.93M -$193K -1,109 -3%
TAM
198
Tocqueville Asset Management
New York
$6.88M +$570K +3,280 +9%
BCA
199
Biltmore Capital Advisors
New Jersey
$6.88M +$7.64K +44 +0.1%
AI
200
Atria Investments
North Carolina
$6.84M +$52.4K +302 +0.8%
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8
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