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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 %
AllianceBernstein
251
AllianceBernstein
Tennessee
$4.56M -$678K -4,729 -13%
VIA
252
Vickerman Investment Advisors
Washington
$4.51M +$167K +1,163 +4%
First Manhattan
253
First Manhattan
New York
$4.5M +$295K +2,057 +7%
LSA
254
Lansing Street Advisors
Pennsylvania
$4.46M +$346K +2,414 +8%
MWA
255
Monograph Wealth Advisors
California
$4.36M – – –
EP
256
Eudaimonia Partners
Tennessee
$4.27M +$297K +2,073 +7%
MMA
257
Miracle Mile Advisors
California
$4.26M +$2.44K +17 +0.1%
SFG
258
SNS Financial Group
Minnesota
$4.25M -$148K -1,029 -3%
MCM
259
Manchester Capital Management
Vermont
$4.2M -$421K -2,938 -9%
ATPW
260
Ashton Thomas Private Wealth
Arizona
$4.18M -$154K -1,071 -4%
EFG
261
Everhart Financial Group
Ohio
$4.17M +$1.38M +9,630 +49%
CA
262
CGN Advisors
Kansas
$4.14M +$189K +1,317 +5%
CWM
263
Capital Wealth Management
Rhode Island
$4.13M +$16.1K +112 +0.4%
LFS
264
Lutz Financial Services
Nebraska
$4.11M -$216K -1,507 -5%
CWA
265
Cornerstone Wealth Advisors
Minnesota
$4.09M -$62.2K -434 -1%
PMFA
266
Plante Moran Financial Advisors
Michigan
$4.02M +$2.2M +15,318 +121%
MCWS
267
McKinley Carter Wealth Services
West Virginia
$3.98M -$340K -2,372 -8%
WT
268
Whittier Trust
California
$3.94M +$396K +2,765 +11%
CWM
269
Chemistry Wealth Management
New York
$3.93M +$107K +749 +3%
Cerity Partners
270
Cerity Partners
New York
$3.92M +$1.11M +7,760 +40%
SPC
271
Sigma Planning Corp
Michigan
$3.87M -$130K -909 -3%
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87M -$67.4K -470 -2%
DC
273
Davenport & Co
Virginia
$3.83M +$13.9K +97 +0.4%
H
274
HoyleCohen
California
$3.82M +$1.05M +7,335 +38%
SFM
275
Signet Financial Management
New Jersey
$3.8M -$67.3K -469 -2%
9 10
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