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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 %
AFP
376
Ausdal Financial Partners
Iowa
$2.79M +$448K +2,548 +19%
JWCA
377
J.W. Cole Advisors
Florida
$2.78M +$555K +3,153 +25%
HWA
378
Heartwood Wealth Advisors
Virginia
$2.73M +$344K +1,956 +14%
VAM
379
Verity Asset Management
North Carolina
$2.71M +$2.71M +15,373 New
MCA
380
MSH Capital Advisors
Arizona
$2.69M +$44K +250 +2%
FFG
381
Fullen Financial Group
Ohio
$2.67M +$9.15K +52 +0.3%
WA
382
WP Advisors
California
$2.67M -$225K -1,277 -8%
ACA
383
Atlas Capital Advisors
Wyoming
$2.67M -$64.9K -369 -2%
PFA
384
Pathway Financial Advisors
Vermont
$2.65M – – –
RGC
385
Roberts, Glore & Co
Illinois
$2.64M +$661K +3,756 +33%
WTFG
386
Wells Trecaso Financial Group
Ohio
$2.58M -$8.8K -50 -0.3%
WCA
387
Waypoint Capital Advisors
Minnesota
$2.58M – – –
OIA
388
OneDigital Investment Advisors
Kansas
$2.58M +$168K +953 +7%
FA
389
Faithward Advisors
Pennsylvania
$2.54M +$55.4K +315 +2%
DY
390
Dowling & Yahnke
California
$2.54M +$64.1K +364 +3%
NWM
391
Nauset Wealth Management
Connecticut
$2.46M +$2.46M +13,963 New
SFP
392
Sterling Financial Planning
New Jersey
$2.45M +$96.8K +550 +4%
CF
393
Corrigan Financial
Rhode Island
$2.45M -$17.8K -101 -0.7%
MA
394
MAS Advisors
Florida
$2.42M -$286K -1,602 -11%
ML
395
Mayport LLC
Massachusetts
$2.42M +$447K +2,539 +23%
EA
396
Eclectic Associates
California
$2.41M +$431K +2,452 +22%
CFAM
397
Center For Asset Management
Florida
$2.36M -$173K -981 -7%
LWMNY
398
Landmark Wealth Management (New York)
New York
$2.35M +$1.16M +13,069 +97%
TI
399
Truepoint Inc
Ohio
$2.34M +$2.81K +16 +0.1%
BCM
400
Beck Capital Management
Texas
$2.34M -$799K -4,540 -25%
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