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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 %
WB
401
WesBanco Bank
West Virginia
$2.34M +$577K +3,280 +33%
PIMG
402
Patriot Investment Management Group
Tennessee
$2.33M -$7.92K -45 -0.3%
CANC
403
Culbertson A N & Co
Virginia
$2.33M -$21.1K -120 -0.9%
ATC
404
Argent Trust Co
Tennessee
$2.33M -$21.5K -122 -0.9%
ACM
405
Armbruster Capital Management
New York
$2.32M -$1.52M -8,649 -40%
PFG
406
Pinnacle Financial Group
Illinois
$2.31M -$240K -1,367 -9%
CCA
407
Column Capital Advisors
Indiana
$2.31M -$89.5K -509 -4%
PMFA
408
Plante Moran Financial Advisors
Michigan
$2.31M -$1.07M -6,076 -32%
TCOV
409
Trust Company of Vermont
Vermont
$2.29M +$159K +903 +7%
BDWCC
410
B&D White Capital Company
Texas
$2.29M – – –
BBW
411
Blue Barn Wealth
Utah
$2.29M +$92.7K +527 +4%
Millennium Management
412
Millennium Management
New York
$2.29M +$634K +3,602 +38%
SC
413
Scotia Capital
Ontario, Canada
$2.28M +$2.28M +12,958 New
TFP
414
Triune Financial Partners
Kansas
$2.27M -$30.6K -174 -1%
BF
415
BOK Financial
Oklahoma
$2.27M +$119K +676 +6%
SWP
416
Stratos Wealth Partners
Ohio
$2.27M +$834K +4,739 +58%
PWM
417
PBMares Wealth Management
Virginia
$2.26M +$528 +3 +0%
CAG
418
Csenge Advisory Group
Florida
$2.24M +$195K +1,110 +10%
RC
419
Roundview Capital
New Jersey
$2.22M -$10.4K -59 -0.5%
LWM
420
Lionsbridge Wealth Management
Florida
$2.21M -$88K -500 -4%
DSC
421
Duncker Streett & Co
Missouri
$2.21M -$530K -3,013 -19%
ANTB
422
AMG National Trust Bank
Colorado
$2.2M -$53.5K -304 -2%
CSWM
423
Cassady Schiller Wealth Management
Ohio
$2.18M +$27.5K +156 +1%
CCM
424
Coldstream Capital Management
Washington
$2.17M +$163K +929 +8%
MECA
425
Miller Equity Capital Advisors
Texas
$2.17M – – –
15 16
17
18 19