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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.29B
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$205M
3
AssetMark Inc
3
AssetMark Inc
California
$431M
4
Comerica Bank
4
Comerica Bank
Texas
$76.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.55B

Top Sellers

1
AL
1
Aspiriant LLC
California
$153M
2
Morgan Stanley
2
Morgan Stanley
New York
$678M
3
MFM
3
MD Financial Management
Ontario, Canada
$0
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$22.6M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
201
Ackerman Capital Advisors
Texas
$6.69M +$989K +5,846 +17%
FHA
202
First Horizon Advisors
Tennessee
$6.68M +$156K +921 +2%
CM
203
Cornerstone Management
Georgia
$6.65M +$216K +1,278 +3%
LFS
204
Lutz Financial Services
Nebraska
$6.63M +$653K +3,857 +11%
PP
205
Prosperity Planning
Missouri
$6.62M -$6.51M – –
SFG
206
Sage Financial Group
Pennsylvania
$6.59M -$166K -983 -2%
SS
207
Simplicity Solutions
Minnesota
$6.5M +$869K +5,136 +15%
PA
208
Parallel Advisors
California
$6.41M -$360K -2,129 -5%
FFG
209
Ford Financial Group
California
$6.41M +$472K +2,789 +8%
WIC
210
Whitegate Investment Counselors
New Hampshire
$6.22M +$767K +4,530 +14%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$6.22M +$2.47M +14,569 +66%
TIM
212
Tortoise Investment Management
New York
$6.11M +$118K +700 +2%
FAT
213
First American Trust
California
$6.04M -$215K -1,273 -3%
HIP
214
HUB Investment Partners
Texas
$5.92M +$1.04M +6,158 +21%
SFG
215
SNS Financial Group
Minnesota
$5.92M -$564K -3,333 -9%
CCP
216
Cardan Capital Partners
Colorado
$5.91M -$68.9K -407 -1%
FCI
217
Financial Counselors Inc
Kansas
$5.73M +$48.8K +288 +0.9%
CIM
218
Cambria Investment Management
California
$5.64M -$120K -707 -2%
CFS
219
Cannon Financial Strategists
Georgia
$5.6M -$277K -1,638 -5%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$5.5M +$88.2K +521 +2%
CAWM
221
Capital Advisors Wealth Management
Washington
$5.49M +$153K +906 +3%
MFW
222
Mosaic Family Wealth
Missouri
$5.46M +$133K +783 +2%
SIA
223
Strategic Investment Advisors
Michigan
$5.36M +$171K +1,010 +3%
SPC
224
Sigma Planning Corp
Michigan
$5.31M -$117K -693 -2%
CWM
225
Capital Wealth Management
Rhode Island
$5.29M -$544K -3,217 -9%
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9
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