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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 %
PCP
426
Proficio Capital Partners
Massachusetts
$2.16M -$1.58M -8,955 -42%
EIM
427
Ervin Investment Management
Washington
$2.13M -$70.8K -397 -3%
KeyBank National Association
428
KeyBank National Association
Ohio
$2.13M +$52.3K +297 +3%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M -$179K -1,063 -8%
LIM
430
Leavell Investment Management
Alabama
$2.1M +$272K +1,547 +15%
OCM
431
One Capital Management
California
$2.1M +$1.86M +10,557 +760%
CCM
432
Condor Capital Management
New Jersey
$2.1M +$54.4K +309 +3%
LIG
433
Lokken Investment Group
Delaware
$2.08M +$2.08M +12,634 New
NSIM
434
North Star Investment Management
Illinois
$2.08M +$166K +943 +9%
MHIC
435
Marble Harbor Investment Counsel
Massachusetts
$2.07M +$57.2K +325 +3%
CFD
436
Creative Financial Designs
Indiana
$2.03M +$255K +1,447 +14%
BHWM
437
Beaird Harris Wealth Management
Texas
$2.03M -$880 -5 -0%
LWP
438
Legacy Wealth Planning
Nevada
$2M +$206K +1,170 +11%
FA
439
Fermata Advisors
California
$2M -$68.3K -388 -3%
PCA
440
Personal Capital Advisors
California
$1.99M -$317K -1,804 -14%
D
441
Dentgroup
Louisiana
$1.99M +$4.58K +26 +0.2%
PMG
442
ProVise Management Group
Florida
$1.97M -$109K -618 -5%
BAM
443
BTS Asset Management
Massachusetts
$1.96M +$1.96M +10,976 New
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$1.94M +$1.94M +11,021 New
PWM
445
Perigon Wealth Management
California
$1.94M +$390K +2,218 +25%
GP
446
Girard Partners
Pennsylvania
$1.94M -$124K -703 -6%
HMS
447
Hanseatic Management Services
New Mexico
$1.93M -$148K -840 -7%
BAM
448
Beaumont Asset Management
Texas
$1.92M +$1.92M +10,894 New
SJL
449
Shayne & Jacobs LLC
Tennessee
$1.91M – – –
GBT
450
Grove Bank & Trust
Florida
$1.9M +$378K +2,150 +25%
16 17
18
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