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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,149 hedge funds and large institutions have $15.7B invested in Vanguard Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 523 increasing their positions, 340 reducing their positions, and 74 closing their positions.

Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.18%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
1.66%
New
104
Increased
523
Reduced
340
Closed
74
Calls
$12.4M
Puts
$5.38M
Net Calls
+$7.06M
Net Calls Change
+$191K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$140M
3
Bessemer Group
3
Bessemer Group
New Jersey
$54.1M
4
AWA
4
Aaron Wealth Advisors
Illinois
$46.1M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$41.9M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$424M
3
BCM
3
Brookstone Capital Management
Illinois
$27.4M
4
TM
4
Titan Managers
Arizona
$0
5
EA
5
Efficient Advisors
Ohio
$98.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$5.92M 33,672 +10,777 +47%
IFPL
252
Investments & Financial Planning LLC
Kentucky
$5.9M 33,519 +643 +2%
FAT
253
First American Trust
California
$5.89M 33,493 -1,518 -4%
TW
254
Towerpoint Wealth
California
$5.87M 33,357 -3,716 -10%
CAWM
255
Capital Advisors Wealth Management
Washington
$5.84M 33,184 +559 +2%
SFG
256
SNS Financial Group
Minnesota
$5.82M 33,096 -1,823 -5%
CFS
257
Cannon Financial Strategists
Georgia
$5.74M 32,597 -169 -0.5%
AG
258
Ascent Group
Virginia
$5.66M 32,169 +411 +1%
CA
259
CGN Advisors
Kansas
$5.65M 32,106 -1,662 -5%
SIA
260
Strategic Investment Advisors
Michigan
$5.61M 31,905 -301 -0.9%
ICG
261
InterOcean Capital Group
Tennessee
$5.58M 31,738 +30,052 +1,782%
RWA
262
Redhawk Wealth Advisors
Minnesota
$5.56M 31,591 -3,231 -9%
IHWM
263
Iron Horse Wealth Management
Iowa
$5.55M 31,555 +1,788 +6%
AI
264
Atria Investments
North Carolina
$5.5M 31,251 -31,222 -50%
FAAM
265
First Ascent Asset Management
Colorado
$5.45M 30,982 +30,982 New
GI
266
Glovista Investments
New Jersey
$5.39M 30,622 +16,255 +113%
MWA
267
Monograph Wealth Advisors
California
$5.35M 30,403 +14 +0%
WLIM
268
White Lighthouse Investment Management
Massachusetts
$5.32M 30,262 +2,927 +11%
CWA
269
Cornerstone Wealth Advisors
Minnesota
$5.31M 30,158 -11,146 -27%
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$5.29M 30,053 +4,331 +17%
BWFA
271
Baltimore-Washington Financial Advisors
Maryland
$5.27M 31,706 -15,086 -32%
MMA
272
Miracle Mile Advisors
California
$5.26M 29,874 -819 -3%
BDF
273
Black Diamond Financial
Maryland
$5.25M 29,828 +16,972 +132%
UOMF
274
University of Maryland Foundation
Maryland
$5.19M 29,481 +29,481 New
CWM
275
Capital Wealth Management
Rhode Island
$5.18M 29,445 -592 -2%
9 10
11
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