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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,082 hedge funds and large institutions have $11.9B invested in Vanguard Small-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 483 increasing their positions, 366 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
-51
Holders Change %
-4.5%
% of All Funds
18.71%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.66%
New
56
Increased
483
Reduced
366
Closed
86
Calls
$10.5M
Puts
$7.69M
Net Calls
+$2.77M
Net Calls Change
-$500K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.7M
2
Bessemer Group
Bessemer Group
New Jersey
+$43.7M
3
JFG
JMG Financial Group
Illinois
+$22.4M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$16.5M
5
AssetMark Inc
AssetMark Inc
California
+$12.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$300M
2
TIM
Total Investment Management
Arizona
-$42.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$24.7M
4
AWA
Arete Wealth Advisors
Illinois
-$21.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
226
Rockbridge Investment Management
New York
$5.35M -$108K -753 -2%
RFA
227
RTD Financial Advisors
Pennsylvania
$5.33M -$245K -1,705 -4%
RWA
228
Redhawk Wealth Advisors
Minnesota
$5.29M +$369K +2,572 +7%
BTIM
229
BancFirst Trust & Investment Management
Oklahoma
$5.28M -$66.8K -463 -1%
QWM
230
Quaker Wealth Management
New Jersey
$5.27M -$28.4K -198 -0.5%
BF
231
Brooklyn FI
New York
$5.26M +$3.71M +25,862 +239%
FAAM
232
First Ascent Asset Management
Colorado
$5.25M +$325K +2,264 +7%
FA
233
FDx Advisors
Illinois
$5.24M -$378K -2,633 -7%
VCAM
234
Van Cleef Asset Management
Ohio
$5.23M -$7.03K -49 -0.1%
JE
235
JMAC Enterprises
Pennsylvania
$5.18M +$104K +727 +2%
SS
236
Simplicity Solutions
Minnesota
$5.12M +$51.9K +362 +1%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$5.06M +$136K +950 +3%
FCM
238
Firestone Capital Management
Florida
$5M -$206K -1,439 -4%
RZH
239
Relyea Zuckerberg Hanson
Connecticut
$4.86M +$349K +2,431 +8%
BI
240
Berkeley Inc
Idaho
$4.83M -$325K -2,266 -6%
ICG
241
InterOcean Capital Group
Tennessee
$4.79M +$516K +3,597 +12%
TIM
242
Tortoise Investment Management
New York
$4.79M +$52.6K +367 +1%
ACA
243
Ackerman Capital Advisors
Texas
$4.76M +$1.03M +7,169 +28%
OFP
244
OLIO Financial Planning
Virginia
$4.72M +$288K +2,009 +7%
BRWA
245
B. Riley Wealth Advisors
Florida
$4.69M +$2.29M +15,944 +95%
CFS
246
Cannon Financial Strategists
Georgia
$4.66M +$94.9K +662 +2%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$4.6M +$1.83M +12,699 +66%
MFG
248
Merit Financial Group
Georgia
$4.6M -$5.83M -40,650 -56%
FAT
249
First American Trust
California
$4.56M -$91.3K -637 -2%
WLIM
250
White Lighthouse Investment Management
Massachusetts
$4.56M +$89.3K +623 +2%
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