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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

898 hedge funds and large institutions have $10.2B invested in Vanguard Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 359 increasing their positions, 225 reducing their positions, and 32 closing their positions.

Holders
898
Holders Change
+163
Holders Change %
+22.18%
% of All Funds
15.94%
Holding in Top 10
68
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+33.33%
% of All Funds
1.21%
New
209
Increased
359
Reduced
225
Closed
32
Calls
$4.98M
Puts
$10.6M
Net Calls
-$5.62M
Net Calls Change
-$1.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$586M
2
AL
2
Aspiriant LLC
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$1.09B
4
FG
4
Foster Group
Iowa
$42.9M
5
RA
5
Rodgers & Associates
Pennsylvania
$40.2M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.31B
3
AF
3
Allworth Financial
California
$90M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Retirement Systems of Alabama
5
Retirement Systems of Alabama
Alabama
$54.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.31B 9,225,060 -412,250 -4%
Bank of America
2
Bank of America
North Carolina
$1.09B 7,672,551 +398,304 +5%
Betterment LLC
3
Betterment LLC
New York
$1.02B 7,142,953 +12,295 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$586M 4,119,700 +761,009 +23%
AssetMark Inc
5
AssetMark Inc
California
$308M 2,162,373 +168,458 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$287M 2,019,748 +26,839 +1%
Wells Fargo
7
Wells Fargo
California
$224M 1,576,662 +92,522 +6%
UBS Group
8
UBS Group
Switzerland
$177M 1,247,548 +64,779 +5%
MG
9
Mather Group
Illinois
$175M 1,228,752 +41,205 +3%
AL
10
Aspiriant LLC
California
$154M 1,085,504 +670,762 +162%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$139M 978,259 +67,392 +7%
UCFA
12
United Capital Financial Advisors
Texas
$120M 840,616 -23,096 -3%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$111M 778,754 -63,167 -8%
LPL Financial
14
LPL Financial
California
$109M 763,302 -15,770 -2%
CL
15
Choreo LLC
Illinois
$99.9M 702,444 +195,368 +39%
SGAM
16
Stephens Group Asset Management
Arkansas
$97.8M 687,738 +477 +0.1%
Goldman Sachs
17
Goldman Sachs
New York
$97.2M 683,601 +20,308 +3%
AF
18
Allworth Financial
California
$90M 632,824 -398,540 -39%
MWM
19
Merriman Wealth Management
Washington
$89.2M 627,522 +4,782 +0.8%
TF
20
TIAA FSB
Florida
$86.1M 605,187 -41,137 -6%
Comerica Bank
21
Comerica Bank
Texas
$77.7M 512,326 +18,350 +4%
SEI Investments
22
SEI Investments
Pennsylvania
$71.9M 504,396 +8,491 +2%
Ameriprise
23
Ameriprise
Minnesota
$67.2M 473,015 -4,002 -0.8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$65.7M 461,691 +59,165 +15%
MIAS
25
Mason Investment Advisory Services
Virginia
$62.1M 436,776 -2,484 -0.6%
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