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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 %
NA
201
NewEdge Advisors
Louisiana
$6.57M +$134K +810 +2%
BCA
202
Biltmore Capital Advisors
New Jersey
$6.55M +$521K +3,148 +9%
AI
203
Atria Investments
North Carolina
$6.48M +$357K +2,155 +6%
SFG
204
SNS Financial Group
Minnesota
$6.44M -$5.81M -35,104 -47%
FHA
205
First Horizon Advisors
Tennessee
$6.42M +$197K +1,190 +3%
AWA
206
Aaron Wealth Advisors
Illinois
$6.34M +$302K +1,825 +5%
CM
207
Cornerstone Management
Georgia
$6.31M -$365K -2,205 -5%
HIIFS
208
Harel Insurance Investments & Financial Services
Israel
$6.26M +$6.26M +11,316 New
CWA
209
Cornerstone Wealth Advisors
Minnesota
$6.24M +$6.24M +37,655 New
CWM
210
Capital Wealth Management
Rhode Island
$6.23M -$48.4K -292 -0.8%
LFS
211
Lutz Financial Services
Nebraska
$6.16M -$345K -2,085 -5%
CFO
212
Collective Family Office
Pennsylvania
$6.16M +$895K +5,402 +17%
FAT
213
First American Trust
California
$6.09M -$46.4K -280 -0.8%
RM
214
Resource Management
Louisiana
$6.05M +$228K +1,375 +4%
TAM
215
Tocqueville Asset Management
New York
$6.02M +$72K +435 +1%
PFP
216
Pinnacle Financial Partners
Tennessee
$6.02M +$4.59M +27,708 +321%
WPWM
217
Windward Private Wealth Management
Kansas
$5.93M -$2.06M -12,466 -26%
RZH
218
Relyea Zuckerberg Hanson
Connecticut
$5.92M +$2M +11,545 +51%
CFS
219
Cannon Financial Strategists
Georgia
$5.89M -$194K -1,170 -3%
CIM
220
Cambria Investment Management
California
$5.89M -$106K -640 -2%
Vanguard Group
221
Vanguard Group
Pennsylvania
$5.86M -$20.5M -123,914 -78%
TIM
222
Tortoise Investment Management
New York
$5.84M +$18.9K +114 +0.3%
BCM
223
Beck Capital Management
Texas
$5.82M -$120K -723 -2%
SS
224
Simplicity Solutions
Minnesota
$5.8M -$12.4M -74,738 -68%
PP
225
Prosperity Planning
Missouri
$5.79M +$715K +4,316 +14%
7 8
9
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