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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.

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
HMH
2
Hackensack Meridian Health
New Jersey
$256M
3
Morgan Stanley
3
Morgan Stanley
New York
$765M
4
SEI Investments
4
SEI Investments
Pennsylvania
$149M
5
AssetMark Inc
5
AssetMark Inc
California
$493M

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.73B 15,260,896 +1,734,310 +13%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.64B 9,188,508 +147,223 +2%
Betterment LLC
3
Betterment LLC
New York
$1.31B 7,345,600 -14,557 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$765M 4,276,709 +268,549 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$498M 2,785,284 +74,618 +3%
AssetMark Inc
6
AssetMark Inc
California
$493M 2,756,672 +208,922 +8%
Wells Fargo
7
Wells Fargo
California
$328M 1,831,661 +42,702 +2%
UBS Group
8
UBS Group
Switzerland
$293M 1,636,711 +21,446 +1%
HMH
9
Hackensack Meridian Health
New Jersey
$256M 1,428,976 +1,428,976 New
MG
10
Mather Group
Illinois
$237M 1,327,635 +39,071 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$190M 1,059,860 -49,693 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$170M 951,469 -3,217 -0.3%
Goldman Sachs
13
Goldman Sachs
New York
$169M 943,644 -92,199 -9%
UCFA
14
United Capital Financial Advisors
Texas
$162M 907,497 +32,494 +4%
LPL Financial
15
LPL Financial
California
$160M 893,410 +10,408 +1%
CL
16
Choreo LLC
Illinois
$155M 866,108 +4,813 +0.6%
AL
17
Aspiriant LLC
California
$153M 856,412 -47,616 -5%
Ameriprise
18
Ameriprise
Minnesota
$150M 835,494 -20,891 -2%
SEI Investments
19
SEI Investments
Pennsylvania
$149M 830,825 +241,035 +41%
AF
20
Allworth Financial
California
$129M 722,796 +127,082 +21%
HighTower Advisors
21
HighTower Advisors
Illinois
$120M 671,775 +38,035 +6%
TF
22
TIAA FSB
Florida
$116M 651,444 +13,641 +2%
EA
23
Efficient Advisors
Ohio
$111M 619,983 +103,738 +20%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$97.8M 546,674 -295,247 -35%
MWM
25
Merriman Wealth Management
Washington
$95.4M 533,668 -2,898 -0.5%
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