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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.

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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$424M
3
BCM
Brookstone Capital Management
Illinois
$27.4M
4
TM
Titan Managers
Arizona
$0
5
EA
Efficient Advisors
Ohio
$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
301
Essex Financial Services
Connecticut
$4.31M +$253K +1,439 +6%
FHA
302
First Horizon Advisors
Tennessee
$4.31M -$2.82M -16,049 -40%
NFC
303
Northeast Financial Consultants
Connecticut
$4.31M +$2.46M +13,998 +133%
BSWA
304
Bromfield Sneider Wealth Advisors
Massachusetts
$4.28M +$13.9K +79 +0.3%
TWA
305
Tillar-Wenstrup Advisors
Ohio
$4.27M +$4.27M +24,254 New
CWM
306
Cranbrook Wealth Management
Michigan
$4.21M +$18.3K +104 +0.4%
WCM
307
Windham Capital Management
Massachusetts
$4.21M – – –
ST
308
Sageworth Trust
Pennsylvania
$4.15M – – –
TC
309
Tenret Company
Florida
$4.13M +$42.8K +243 +1%
NWM
310
Northwest Wealth Management
Iowa
$4.11M -$137K -776 -3%
DC
311
Davenport & Co
Virginia
$4.1M -$12K -68 -0.3%
NRI
312
NFP Retirement Inc
California
$4.08M +$3.29M +18,683 +415%
V
313
Veritable
Delaware
$3.98M +$372K +2,115 +10%
H
314
HoyleCohen
California
$3.97M +$1.1M +6,273 +39%
IWM
315
IHT Wealth Management
Illinois
$3.9M +$149K +844 +4%
WANY
316
Wealthspire Advisors (New York)
New York
$3.86M +$920K +5,230 +31%
WPWM
317
Windward Private Wealth Management
Kansas
$3.82M -$346K -1,964 -8%
MCM
318
Manchester Capital Management
Vermont
$3.82M -$109K -619 -3%
BRG
319
Bay Rivers Group
Virginia
$3.81M -$160K -911 -4%
CTC
320
Central Trust Company
Missouri
$3.79M -$26.7K -152 -0.7%
BJL
321
Brighton Jones LLC
Washington
$3.78M +$108K +615 +3%
TF
322
Theory Financial
Colorado
$3.75M -$59.6K -339 -2%
MSWMA
323
Market Street Wealth Management Advisors
Indiana
$3.69M -$425K -2,416 -10%
FWP
324
FAS Wealth Partners
Kansas
$3.68M -$181K -1,027 -5%
RPSA
325
Richard P. Slaughter Associates
Texas
$3.66M +$391K +2,225 +12%
11 12
13
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