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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 %
AWA
201
Aaron Wealth Advisors
Illinois
$6.75M +$102K +585 +2%
CWA
202
Cornerstone Wealth Advisors
Minnesota
$6.73M +$126K +718 +2%
SWA
203
Stratos Wealth Advisors
Ohio
$6.71M -$244K -1,405 -4%
FHA
204
First Horizon Advisors
Tennessee
$6.69M -$36.5K -210 -0.5%
CA
205
Capital Advantage
California
$6.67M +$656K +3,776 +11%
SFG
206
SNS Financial Group
Minnesota
$6.65M -$100K -576 -1%
RM
207
Resource Management
Louisiana
$6.64M +$300K +1,725 +5%
CM
208
Cornerstone Management
Georgia
$6.6M -$16.5K -95 -0.2%
CFO
209
CVA Family Office
Colorado
$6.52M +$1.71M +9,855 +36%
PP
210
Prosperity Planning
Missouri
$6.51M -$5.79M -34,971 Closed
PCMC
211
Paragon Capital Management (Colorado)
Colorado
$6.43M +$988K +5,690 +18%
FAT
212
First American Trust
California
$6.42M +$31.4K +181 +0.5%
Vanguard Group
213
Vanguard Group
Pennsylvania
$6.35M +$204K +1,177 +3%
US Bancorp
214
US Bancorp
Minnesota
$6.34M +$1.4M +8,070 +28%
RZH
215
Relyea Zuckerberg Hanson
Connecticut
$6.34M +$413K +2,379 +7%
TIM
216
Tortoise Investment Management
New York
$6.14M +$21.2K +122 +0.3%
CCP
217
Cardan Capital Partners
Colorado
$6.13M -$1.79M -10,282 -23%
LFS
218
Lutz Financial Services
Nebraska
$6.13M -$329K -1,897 -5%
FFG
219
Ford Financial Group
California
$6.09M +$186K +1,073 +3%
QAM
220
Q3 Asset Management
Michigan
$6.05M -$1.23M -7,078 -17%
CFS
221
Cannon Financial Strategists
Georgia
$6.03M -$148K -852 -2%
CWM
222
Capital Wealth Management
Rhode Island
$5.99M -$550K -3,168 -8%
CIM
223
Cambria Investment Management
California
$5.91M -$260K -1,498 -4%
HB
224
Homrich & Berg
Georgia
$5.9M +$3.43M +19,742 +139%
ACA
225
Ackerman Capital Advisors
Texas
$5.85M +$724K +4,170 +14%
7 8
9
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