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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
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 Holding Trade Value Shares
Change 		Shares
Change %
WP
326
WealthShield Partners
North Carolina
$3.66M -$1.44M -8,201 -28%
IFA
327
Index Fund Advisors
California
$3.64M -$17.4K -99 -0.5%
EFG
328
Everhart Financial Group
Ohio
$3.64M +$247K +1,403 +7%
LIA
329
LS Investment Advisors
Michigan
$3.6M +$212K +1,204 +6%
WIP
330
WealthCare Investment Partners
Rhode Island
$3.59M +$1.31M +7,516 +57%
SB
331
Simmons Bank
Arkansas
$3.58M +$720K +4,090 +25%
LW
332
Linscomb Wealth
Texas
$3.56M +$290K +1,650 +9%
FAIM
333
Financial Advocates Investment Management
Washington
$3.55M +$382K +2,169 +12%
SW
334
SlateStone Wealth
Florida
$3.55M -$176K -1,003 -5%
PA
335
Paragon Advisors
Texas
$3.54M -$1.39M -7,920 -28%
MCCP
336
Mission Creek Capital Partners
California
$3.49M +$34.3K +195 +1%
RWG
337
Ratio Wealth Group
Colorado
$3.47M -$103K -586 -3%
AWM
338
Apollon Wealth Management
South Carolina
$3.44M +$581K +3,300 +20%
AIP
339
Almanack Investment Partners
Pennsylvania
$3.35M -$84.5K -480 -2%
BWM
340
BigSur Wealth Management
Florida
$3.35M +$252K +1,435 +8%
AA
341
Axiom Advisory
California
$3.34M +$99.2K +564 +3%
JIC
342
Joel Isaacson & Co
New York
$3.34M +$37.6K +217 +1%
ZC
343
Zeit Capital
Colorado
$3.34M -$69.8K -397 -2%
CAMG
344
CWA Asset Management Group
Florida
$3.31M +$29K +165 +0.9%
CS
345
Comerica Securities
Michigan
$3.3M +$333K +1,894 +11%
NL
346
NWAM LLC
Washington
$3.29M +$97.1K +552 +3%
AAS
347
Ameritas Advisory Services
Nebraska
$3.28M +$363K +2,062 +12%
RJT
348
Raymond James Trust
Florida
$3.24M -$48.7K -277 -1%
EWA
349
EverSource Wealth Advisors
Alabama
$3.24M -$16K -91 -0.5%
EGA
350
E&G Advisors
Texas
$3.24M +$44K +250 +1%
12 13
14
15 16