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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 %
AWM
276
Aspire Wealth Management
Massachusetts
$3.77M -$40K -279 -1%
AG
277
Ascent Group
Virginia
$3.77M -$150K -932 -4%
CB
278
Commerce Bank
Missouri
$3.75M -$81.7K -570 -2%
MIS
279
Morningstar Investment Services
Illinois
$3.75M -$251K -1,594 -6%
APP
280
Avantax Planning Partners
Iowa
$3.73M +$6.17K +43 +0.2%
NFC
281
Northeast Financial Consultants
Connecticut
$3.73M -$67.2K -469 -2%
UB
282
UMB Bank
Missouri
$3.72M -$14.3K -100 -0.4%
WQ
283
Wealth Quarterback
New Jersey
$3.67M +$184K +1,284 +5%
CT
284
Coastline Trust
Rhode Island
$3.67M -$91.8K -640 -2%
SFO
285
Stokes Family Office
Louisiana
$3.66M +$75K +523 +2%
BFS
286
Bard Financial Services
Connecticut
$3.65M +$55.9K +390 +2%
TW
287
Towerpoint Wealth
California
$3.64M -$310K -2,162 -8%
MAG
288
MRA Advisory Group
New Jersey
$3.61M +$330K +2,232 +10%
TWA
289
Tillar-Wenstrup Advisors
Ohio
$3.6M +$4.73K +33 +0.1%
IWM
290
IHT Wealth Management
Illinois
$3.57M +$370K +2,579 +12%
SF
291
Safeguard Financial
Wisconsin
$3.57M +$1.89M +13,215 +113%
BSWA
292
Bromfield Sneider Wealth Advisors
Massachusetts
$3.5M +$3.44K +24 +0.1%
FAIM
293
Financial Advocates Investment Management
Washington
$3.44M +$670K +4,674 +24%
WCM
294
Windham Capital Management
Massachusetts
$3.43M – – –
FFC
295
Fure Financial Corporation
Minnesota
$3.4M +$3.4M +23,708 New
CWM
296
Cranbrook Wealth Management
Michigan
$3.39M +$11K +77 +0.3%
TC
297
Tenret Company
Florida
$3.39M +$10K +70 +0.3%
ST
298
Sageworth Trust
Pennsylvania
$3.38M – – –
BJL
299
Brighton Jones LLC
Washington
$3.35M +$237K +1,652 +8%
CPIG
300
Chicago Partners Investment Group
Illinois
$3.33M +$149K +929 +5%
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