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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 %
CBFP
451
Cedar Brook Financial Partners
Ohio
$1.54M +$39.7K +277 +3%
FM
452
Family Management
New York
$1.54M +$1.54M +10,715 New
MWA
453
Martel Wealth Advisors
Washington
$1.53M +$449K +3,133 +41%
FCA
454
FinTrust Capital Advisors
South Carolina
$1.53M +$410K +2,668 +36%
FWI
455
Facet Wealth Inc
Maryland
$1.52M -$51.5K -321 -3%
FAN
456
Financial Advisors Network
California
$1.5M +$25.7K +179 +2%
WTA
457
Washington Trust Advisors
Massachusetts
$1.5M +$99.8K +696 +7%
AIM
458
Acropolis Investment Management
Missouri
$1.49M +$359K +2,506 +32%
WBC
459
West Branch Capital
Massachusetts
$1.49M +$143 +1 +0%
GBT
460
Grove Bank & Trust
Florida
$1.48M -$133K -930 -8%
1WA
461
180 Wealth Advisors
Washington
$1.47M -$7.75K -54 -0.5%
GCA
462
Gradient Capital Advisors
California
$1.46M -$41.1K -287 -3%
NOI
463
Newton One Investments
Delaware
$1.46M – – –
BCM
464
BTC Capital Management
Iowa
$1.45M -$9.08K -64 -0.6%
CSB
465
City State Bank
Iowa
$1.44M -$11.3K -79 -0.8%
Brown Advisory
466
Brown Advisory
Maryland
$1.43M -$165K -1,153 -10%
VCM
467
Virtue Capital Management
Tennessee
$1.43M -$47.6K -332 -3%
PFS
468
Prospera Financial Services
Texas
$1.41M +$89.5K +623 +7%
BEAM
469
Baker Ellis Asset Management
Washington
$1.4M -$14.3K -100 -1%
APA
470
American Portfolios Advisors
New York
$1.39M -$5.45K -38 -0.4%
PL
471
Plancorp LLC
Missouri
$1.39M +$16.3K +114 +1%
HR
472
Hardy Reed
Mississippi
$1.39M -$89.8K -626 -6%
FA
473
Fermata Advisors
California
$1.39M -$240K -1,670 -15%
GRP
474
Global Retirement Partners
California
$1.38M +$252K +1,566 +22%
GP
475
Girard Partners
Pennsylvania
$1.38M -$197K -1,371 -13%
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