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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 %
CA
351
Continuum Advisory
Idaho
$3.24M +$994K +6,033 +44%
BRWA
352
B. Riley Wealth Advisors
Florida
$3.23M -$85.9K -488 -3%
CPIG
353
Chicago Partners Investment Group
Illinois
$3.22M +$45.4K +284 +1%
PAI
354
Pittenger & Anderson Inc
Nebraska
$3.19M – – –
TNBTD
355
Trustmark National Bank Trust Department
Mississippi
$3.18M +$92.9K +528 +3%
MA
356
Mutual Advisors
Nebraska
$3.15M +$2.23M +12,656 +242%
RIM
357
Reynolds Investment Management
South Carolina
$3.15M +$3.15M +17,878 New
CFA
358
Cahill Financial Advisors
Minnesota
$3.14M +$265K +1,505 +9%
BRWM
359
B. Riley Wealth Management
Tennessee
$3.08M +$153K +869 +5%
HAS
360
Holland Advisory Services
Florida
$3.08M -$133K -754 -4%
HA
361
HFG Advisors
Ohio
$3.07M +$556K +3,160 +22%
KSWA
362
Kathleen S. Wright Associates
Pennsylvania
$3.05M +$287K +1,632 +10%
SWA
363
SOA Wealth Advisors
New York
$3.02M +$2.11K +12 +0.1%
BOPW
364
Brandywine Oak Private Wealth
Pennsylvania
$3M -$193K -1,095 -6%
CA
365
Cetera Advisors
Colorado
$3M -$44.2K -251 -1%
CC
366
Cypress Capital
Tennessee
$2.98M +$528 +3 +0%
CA
367
CSM Advisors
Pennsylvania
$2.94M +$2.94M +16,688 New
Lido Advisors
368
Lido Advisors
California
$2.92M +$447K +2,538 +18%
VC
369
Veery Capital
Delaware
$2.9M +$92.9K +528 +3%
LFA
370
Level Financial Advisors
New York
$2.86M +$109K +617 +4%
MCA
371
Maryland Capital Advisors
Maryland
$2.86M -$120K -680 -4%
CDH
372
Charles D. Hyman
$2.82M -$101K -576 -3%
FUBT
373
First United Bank & Trust
Maryland
$2.81M -$153K -868 -5%
WP
374
WealthSource Partners
California
$2.8M +$2.35M +13,381 +526%
AF
375
Advisornet Financial
Minnesota
$2.8M +$216K +1,230 +8%
13 14
15
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