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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,138 hedge funds and large institutions have $15.9B invested in Vanguard Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 481 increasing their positions, 290 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+153
Holders Change %
+15.53%
% of All Funds
17.58%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
1.53%
New
224
Increased
481
Reduced
290
Closed
58
Calls
$11.3M
Puts
$4.47M
Net Calls
+$6.87M
Net Calls Change
-$3.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.73B
2
Morgan Stanley
2
Morgan Stanley
New York
$765M
3
SEI Investments
3
SEI Investments
Pennsylvania
$149M
4
AssetMark Inc
4
AssetMark Inc
California
$493M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$53.9M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$57.8M
2
Comerica Bank
2
Comerica Bank
Texas
$16.6M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$97.8M
4
PPW
4
Parcion Private Wealth
Washington
$1.61M
5
Franklin Resources
5
Franklin Resources
California
$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
PrairieView Partners
Minnesota
$8.81M -$229K -1,282 -3%
ST
177
Spinnaker Trust
Maine
$8.81M -$59.7K -334 -0.7%
KL
178
KWMG LLC
Kansas
$8.81M +$249K +1,393 +3%
IFS
179
Ifrah Financial Services
Arkansas
$8.59M -$28.8K -161 -0.3%
CA
180
Capital Advantage
California
$8.49M +$869K +4,905 +11%
AAS
181
Avantax Advisory Services
Texas
$8.47M +$115K +641 +1%
CPA
182
Cardiff Park Advisors
California
$8.37M +$8.37M +46,803 New
BWFA
183
Baltimore-Washington Financial Advisors
Maryland
$8.37M +$371K +2,074 +5%
I
184
INVST
Indiana
$8.37M +$153K +917 +2%
EWA
185
EP Wealth Advisors
California
$8.34M +$8.34M +46,614 New
TIAM2
186
Tru Independence Asset Management 2
Oregon
$8.27M +$8.27M +46,248 New
FFM
187
Forum Financial Management
Illinois
$8.25M +$8.25M +46,109 New
AWA
188
Aaron Wealth Advisors
Illinois
$8.15M +$203K +1,133 +3%
CM
189
Columbus Macro
Pennsylvania
$8.13M -$470K -2,628 -5%
US Bancorp
190
US Bancorp
Minnesota
$7.9M +$774K +4,329 +11%
BCA
191
Biltmore Capital Advisors
New Jersey
$7.86M +$431K +2,408 +6%
PP
192
Prosperity Planning
Missouri
$7.72M -$6.62M – –
PCMC
193
Paragon Capital Management (Colorado)
Colorado
$7.68M +$456K +2,550 +6%
RZH
194
Relyea Zuckerberg Hanson
Connecticut
$7.6M -$501K -2,972 -6%
TWP
195
Total Wealth Planning
Ohio
$7.59M -$2.38M -18,467 -24%
SAM
196
Stone Asset Management
Texas
$7.56M +$7.56M +42,272 New
TC
197
Tacita Capital
Ontario, Canada
$7.56M +$16.1K +90 +0.2%
CWM
198
Connecticut Wealth Management
Connecticut
$7.5M -$76.7K -429 -1%
FA
199
FDx Advisors
Illinois
$7.5M -$4.37M -24,422 -37%
CWA
200
Cornerstone Wealth Advisors
Minnesota
$7.39M +$225K +1,258 +3%
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8
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