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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 %
RM
201
Resource Management
Louisiana
$7.37M +$267K +1,494 +4%
GC
202
Garde Capital
Washington
$7.37M +$109K +612 +2%
AIS
203
American Investment Services
Massachusetts
$7.32M -$894 -5 -0%
FHA
204
First Horizon Advisors
Tennessee
$7.25M +$191K +1,070 +3%
JE
205
JMAC Enterprises
Pennsylvania
$7.25M +$7.25M +41,901 New
TAM
206
Tocqueville Asset Management
New York
$7.22M +$134K +749 +2%
AA
207
Atmos Advisory
Pennsylvania
$7.13M +$7.13M +39,880 New
CFO
208
CVA Family Office
Colorado
$7.09M +$6.5M +36,358 +1,116%
MCWS
209
McKinley Carter Wealth Services
West Virginia
$7.04M -$890K -4,976 -11%
SFG
210
Sage Financial Group
Pennsylvania
$6.99M +$29K +162 +0.4%
Northern Trust
211
Northern Trust
Illinois
$6.94M -$136K -762 -2%
RFA
212
RTD Financial Advisors
Pennsylvania
$6.92M +$6.92M +38,687 New
CM
213
Cornerstone Management
Georgia
$6.86M -$169K -943 -2%
CC
214
Courier Capital
New York
$6.85M -$1.04M -5,807 -13%
E
215
ETFidea
New York
$6.72M +$6.72M +37,587 New
WAM
216
Weinberger Asset Management
California
$6.7M +$6.7M +37,481 New
PA
217
Parallel Advisors
California
$6.7M -$76.7K -429 -1%
QFA
218
Quattro Financial Advisors
Texas
$6.68M +$5.18M +28,984 +347%
WIC
219
Whitegate Investment Counselors
New Hampshire
$6.66M +$89.2K +499 +1%
TW
220
Towerpoint Wealth
California
$6.63M -$993K -5,553 -13%
BTIM
221
BancFirst Trust & Investment Management
Oklahoma
$6.62M +$6.62M +37,006 New
QWM
222
Quaker Wealth Management
New Jersey
$6.61M +$6.61M +36,958 New
ML
223
McAdam LLC
Pennsylvania
$6.59M +$1.32M +7,393 +25%
BF
224
Brooklyn FI
New York
$6.57M +$6.57M +36,750 New
PFA
225
Paradigm Financial Advisors
Missouri
$6.54M -$593K -3,314 -8%
7 8
9
10 11