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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 %
CA
301
Continuum Advisory
Idaho
$3.31M +$487K +3,395 +17%
BOPW
302
Brandywine Oak Private Wealth
Pennsylvania
$3.29M +$745K +5,196 +29%
NL
303
NWAM LLC
Washington
$3.28M +$89.5K +624 +3%
WP
304
WealthShield Partners
North Carolina
$3.26M +$228K +1,591 +8%
FTS
305
Fifth Third Securities
Ohio
$3.25M +$133K +929 +4%
SFS
306
Sowell Financial Services
Arkansas
$3.25M +$3.25M +22,653 New
HA
307
HFG Advisors
Ohio
$3.22M +$837K +5,839 +35%
CI
308
CX Institutional
Indiana
$3.21M +$333K +2,322 +12%
RWG
309
Ratio Wealth Group
Colorado
$3.21M +$123K +856 +4%
5L
310
55I LLC
Massachusetts
$3.19M +$1.26M +8,776 +65%
AWM
311
Apollon Wealth Management
South Carolina
$3.18M +$302K +2,105 +11%
BDF
312
Black Diamond Financial
Maryland
$3.13M +$689K +4,805 +28%
WIP
313
WealthCare Investment Partners
Rhode Island
$3.12M +$31.3K +218 +1%
NRI
314
NFP Retirement Inc
California
$3.05M -$313K -2,183 -9%
BRG
315
Bay Rivers Group
Virginia
$3.04M +$46.3K +323 +2%
NWM
316
Northwest Wealth Management
Iowa
$3.03M -$77K -537 -2%
CAL
317
Capital Analysts LLC
Pennsylvania
$3.02M +$439K +3,059 +17%
AFP
318
Ausdal Financial Partners
Iowa
$3.01M +$186K +1,300 +7%
ACM
319
Advisors Capital Management
New Jersey
$3.01M +$1.85M +11,199 +158%
AAS
320
Ameritas Advisory Services
Nebraska
$2.98M +$554K +3,866 +23%
PFP
321
Pinnacle Financial Partners
Tennessee
$2.96M -$290K -2,023 -9%
LIA
322
LS Investment Advisors
Michigan
$2.94M +$861 +6 +0%
FWP
323
FAS Wealth Partners
Kansas
$2.91M -$121K -844 -4%
CA
324
CSM Advisors
Pennsylvania
$2.88M +$487K +3,395 +20%
IFA
325
Index Fund Advisors
California
$2.88M +$768K +5,355 +36%
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