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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 %
PBF
451
Petix & Botte Financial
California
$1.88M +$1.6M +9,106 +576%
BCM
452
BTC Capital Management
Iowa
$1.87M -$56.1K -318 -3%
GCA
453
Gradient Capital Advisors
California
$1.87M -$66.1K -376 -3%
BWP
454
BSW Wealth Partners
Colorado
$1.86M +$179K +1,015 +11%
REMPR
455
Roof Eidam Maycock Peralta (REMP)
California
$1.86M +$237K +1,345 +15%
VCM
456
Virtue Capital Management
Tennessee
$1.84M -$74.8K -425 -4%
1WA
457
180 Wealth Advisors
Washington
$1.84M +$51.5K +291 +3%
WBC
458
West Branch Capital
Massachusetts
$1.83M -$78.8K -448 -4%
BFA
459
Beacon Financial Advisory
Ohio
$1.82M +$51.4K +292 +3%
HR
460
Hardy Reed
Mississippi
$1.81M -$87.8K -499 -5%
NOI
461
Newton One Investments
Delaware
$1.81M -$29.9K -170 -2%
BEAM
462
Baker Ellis Asset Management
Washington
$1.8M +$4.4K +25 +0.2%
WPC
463
Wedmont Private Capital
Pennsylvania
$1.8M +$176K +998 +11%
SOS
464
Silver Oak Securities
Tennessee
$1.79M +$1.79M +10,417 New
AOWM
465
Alpha Omega Wealth Management
Virginia
$1.79M +$238K +1,351 +15%
WFAG
466
Wescott Financial Advisory Group
Pennsylvania
$1.79M +$1.79M +10,148 New
FWI
467
Facet Wealth Inc
Maryland
$1.78M -$22.2K -126 -1%
MIAN
468
Mariner Independent Advisor Network
Kansas
$1.78M +$1.78M +10,104 New
FAN
469
Financial Advisors Network
California
$1.77M +$93.6K +532 +6%
SC
470
SouthState Corp
Florida
$1.76M +$104K +590 +6%
TFA
471
Tobias Financial Advisors
Florida
$1.76M +$1.76M +10,009 New
SWM
472
SeaCrest Wealth Management
New York
$1.75M -$293K -1,664 -14%
CSB
473
City State Bank
Iowa
$1.74M +$229K +1,302 +15%
SWM
474
Soundmark Wealth Management
Washington
$1.73M +$53.2K +302 +3%
RA
475
Riversedge Advisors
Delaware
$1.72M +$470K +2,673 +38%
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