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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 %
EGA
351
E&G Advisors
Texas
$2.58M -$48.8K -340 -2%
AA
352
Axiom Advisory
California
$2.58M -$37.3K -260 -1%
SSW
353
Stone Summit Wealth
Florida
$2.57M +$500K +3,489 +24%
NFP
354
NorthLanding Financial Partners
New York
$2.57M +$2.57M +17,893 New
WIC
355
Willis Investment Counsel
Georgia
$2.53M -$1.83M -12,784 -42%
SW
356
SlateStone Wealth
Florida
$2.49M -$33.4K -233 -1%
AOWM
357
Alpha Omega Wealth Management
Virginia
$2.46M +$490K +3,417 +25%
BAM
358
Beaumont Asset Management
Texas
$2.45M +$623K +4,349 +34%
FFG
359
Fullen Financial Group
Ohio
$2.45M +$12.4K +77 +0.5%
EWA
360
EverSource Wealth Advisors
Alabama
$2.44M -$195K -1,358 -7%
C
361
CEDRUS
Colorado
$2.41M +$446K +3,109 +23%
IA
362
IFG Advisory
Georgia
$2.4M +$762K +5,318 +47%
LFA
363
Level Financial Advisors
New York
$2.38M +$85K +593 +4%
EVM
364
Eaton Vance Management
Massachusetts
$2.35M -$92.7K -646 -4%
CA
365
Cetera Advisors
Colorado
$2.33M +$109K +762 +5%
PFG
366
Pinnacle Financial Group
Illinois
$2.31M +$145K +1,010 +7%
CDH
367
Charles D. Hyman
$2.3M – – –
ACA
368
Atlas Capital Advisors
Wyoming
$2.28M +$579K +4,036 +34%
BWM
369
Baystate Wealth Management
Massachusetts
$2.27M -$13.4M -93,670 -86%
CC
370
Cypress Capital
Tennessee
$2.27M -$117K -819 -5%
EIM
371
Ervin Investment Management
Washington
$2.27M +$495K +3,455 +28%
V
372
Veritable
Delaware
$2.25M -$45.9K -320 -2%
CWA
373
CJM Wealth Advisers
Virginia
$2.25M +$34K +237 +2%
ML
374
Mayport LLC
Massachusetts
$2.24M +$193K +1,344 +9%
FA
375
Faithward Advisors
Pennsylvania
$2.23M +$71.1K +496 +3%
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