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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 %
SWA
426
SOA Wealth Advisors
New York
$1.76M +$26.4K +184 +2%
ANTB
427
AMG National Trust Bank
Colorado
$1.76M – – –
REMPR
428
Roof Eidam Maycock Peralta (REMP)
California
$1.76M +$125K +871 +8%
CSWM
429
Cassady Schiller Wealth Management
Ohio
$1.74M -$23.2K -162 -1%
CFD
430
Creative Financial Designs
Indiana
$1.73M +$48.7K +340 +3%
NSIM
431
North Star Investment Management
Illinois
$1.72M +$23.2K +162 +1%
CCM
432
Condor Capital Management
New Jersey
$1.71M -$39.4K -275 -2%
TFA
433
Tobias Financial Advisors
Florida
$1.7M -$580K -4,042 -25%
WF
434
Warner Financial
Maryland
$1.69M +$395K +2,756 +30%
BHWM
435
Beaird Harris Wealth Management
Texas
$1.69M -$35.9K -250 -2%
HI
436
Harbour Investments
Wisconsin
$1.67M – – –
PMG
437
ProVise Management Group
Florida
$1.66M +$49.8K +347 +3%
JWCA
438
J.W. Cole Advisors
Florida
$1.65M -$333K -2,321 -17%
SQA
439
Simon Quick Advisors
New Jersey
$1.64M -$24.4K -170 -1%
AA
440
Aire Advisors
California
$1.64M +$562K +3,917 +52%
WPC
441
Wedmont Private Capital
Pennsylvania
$1.6M +$129K +897 +9%
AWA
442
Arete Wealth Advisors
Illinois
$1.59M -$21.9M -152,972 -93%
TCOV
443
Trust Company of Vermont
Vermont
$1.59M +$9.75K +68 +0.6%
LWP
444
Legacy Wealth Planning
Nevada
$1.58M +$1.41M +9,844 +837%
LWMNY
445
Landmark Wealth Management (New York)
New York
$1.58M +$1.58M +10,981 New
DSC
446
Duncker Streett & Co
Missouri
$1.57M -$221K -1,540 -12%
HMS
447
Hanseatic Management Services
New Mexico
$1.56M +$20.6K +144 +1%
EA
448
Echo45 Advisors
California
$1.56M +$142K +990 +10%
SWP
449
Stratos Wealth Partners
Ohio
$1.56M +$11.2K +78 +0.7%
SJL
450
Shayne & Jacobs LLC
Tennessee
$1.55M – – –
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