VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M

Top Buyers

1
TIM
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$403M
4
UBS Group
UBS Group
Switzerland
$300M
5
SC
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bessemer Group
Bessemer Group
New Jersey
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
226
Capital Advisors Wealth Management
Washington
$5.56M +$590K +3,938 +12%
QWM
227
Quaker Wealth Management
New Jersey
$5.53M -$122K -817 -2%
AllianceBernstein
228
AllianceBernstein
Tennessee
$5.47M +$1.11M +7,385 +25%
FCI
229
Financial Counselors Inc
Kansas
$5.47M +$48.1K +321 +0.9%
VCAM
230
Van Cleef Asset Management
Ohio
$5.47M +$160K +1,065 +3%
FCM
231
Firestone Capital Management
Florida
$5.44M -$31.6K -211 -0.6%
KCM
232
Karp Capital Management
California
$5.44M +$5.44M +36,276 New
BI
233
Berkeley Inc
Idaho
$5.39M +$307K +2,048 +6%
PCMC
234
Paragon Capital Management (Colorado)
Colorado
$5.35M -$835K -5,571 -13%
AAP
235
Arax Advisory Partners
Colorado
$5.32M +$34.3K +229 +0.6%
JE
236
JMAC Enterprises
Pennsylvania
$5.3M -$689K -4,601 -12%
SS
237
Simplicity Solutions
Minnesota
$5.3M -$56.2K -375 -1%
ASN
238
Advisory Services Network
Georgia
$5.25M +$206K +1,378 +4%
IHWM
239
Iron Horse Wealth Management
Iowa
$5.17M +$442K +2,952 +9%
FAAM
240
First Ascent Asset Management
Colorado
$5.15M +$508K +3,392 +11%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$5.15M +$101K +674 +2%
RWA
242
Redhawk Wealth Advisors
Minnesota
$5.15M +$412K +2,749 +9%
SIA
243
Strategic Investment Advisors
Michigan
$4.96M +$184K +1,231 +4%
TIM
244
Tortoise Investment Management
New York
$4.94M -$403K -2,687 -8%
MCM
245
MAI Capital Management
Ohio
$4.91M -$911K -6,084 -16%
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
$4.91M +$403K +2,687 +9%
SL
247
Systelligence LLC
Minnesota
$4.91M +$762K +5,089 +18%
FAT
248
First American Trust
California
$4.86M -$154K -1,027 -3%
MCM
249
Manchester Capital Management
Vermont
$4.83M +$1.58M +10,541 +49%
IFPL
250
Investments & Financial Planning LLC
Kentucky
$4.83M -$196K -1,308 -4%
8 9
10
11 12