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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 %
CANC
401
Culbertson A N & Co
Virginia
$1.91M +$7.88K +55 +0.4%
LIG
402
Lokken Investment Group
Delaware
$1.91M +$81.2K +566 +4%
OIA
403
OneDigital Investment Advisors
Kansas
$1.89M -$97.4K -679 -5%
WSTAM
404
Wilbanks Smith & Thomas Asset Management
Virginia
$1.89M +$19.8K +138 +1%
MA
405
MAS Advisors
Florida
$1.87M +$1.43K +10 +0.1%
SFP
406
Sterling Financial Planning
New Jersey
$1.87M -$161K -1,125 -8%
TIM
407
Total Investment Management
Arizona
$1.85M -$42.4M -295,473 -96%
TFP
408
Triune Financial Partners
Kansas
$1.85M -$6.45K -45 -0.3%
ATC
409
Argent Trust Co
Tennessee
$1.85M – – –
SC
410
SouthState Corp
Florida
$1.84M -$28.5K -199 -2%
BF
411
BOK Financial
Oklahoma
$1.83M -$11.5K -80 -0.6%
TWM
412
TriaGen Wealth Management
California
$1.82M +$1.15M +8,052 +173%
KeyBank National Association
413
KeyBank National Association
Ohio
$1.82M -$54.6K -381 -3%
LPIC
414
LeJeune Puetz Investment Counsel
Michigan
$1.81M +$80.7K +563 +5%
RGC
415
Roberts, Glore & Co
Illinois
$1.81M -$115K -805 -6%
BBW
416
Blue Barn Wealth
Utah
$1.81M -$4.44K -31 -0.2%
RC
417
Roundview Capital
New Jersey
$1.81M +$1.15K +8 +0.1%
FUBT
418
First United Bank & Trust
Maryland
$1.8M -$331K -2,305 -15%
MHIC
419
Marble Harbor Investment Counsel
Massachusetts
$1.8M +$57.4K +400 +3%
SRC
420
Shufro Rose & Co
New York
$1.8M +$359K +2,503 +25%
PCA
421
Personal Capital Advisors
California
$1.79M +$721K +5,025 +67%
D
422
Dentgroup
Louisiana
$1.78M +$104K +704 +6%
MECA
423
Miller Equity Capital Advisors
Texas
$1.78M +$9.32K +65 +0.5%
AFAS
424
Acorn Financial Advisory Services
Virginia
$1.77M +$1.46M +10,154 +460%
ACM
425
Armbruster Capital Management
New York
$1.77M – – –
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