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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.

Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.19%
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
1
Bank of America
North Carolina
$2.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$140M
3
Bessemer Group
3
Bessemer Group
New Jersey
$54.1M
4
AWA
4
Aaron Wealth Advisors
Illinois
$46.1M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$41.9M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$424M
3
BCM
3
Brookstone Capital Management
Illinois
$27.4M
4
TM
4
Titan Managers
Arizona
$0
5
EA
5
Efficient Advisors
Ohio
$98.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Merriman Wealth Management
Washington
$90M 511,453 -22,215 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$87.7M 498,362 +25,002 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$84.8M 481,682 +62,349 +15%
Osaic Holdings
29
Osaic Holdings
Arizona
$83.4M 477,723 +36,621 +8%
MIAS
30
Mason Investment Advisory Services
Virginia
$72.1M 410,063 -1,585 -0.4%
FG
31
Foster Group
Iowa
$72M 409,505 -10,432 -2%
Retirement Systems of Alabama
32
Retirement Systems of Alabama
Alabama
$67.3M 382,480 – –
CFM
33
Comprehensive Financial Management
California
$66.8M 379,501 – –
SP
34
Symmetry Partners
Connecticut
$63.9M 363,143 +8,823 +2%
SGAM
35
Stephens Group Asset Management
Arkansas
$62M 352,124 +2,923 +0.8%
Mariner
36
Mariner
Kansas
$61.4M 349,229 +17,510 +5%
EWA
37
Exencial Wealth Advisors
Oklahoma
$58.7M 333,689 +10,628 +3%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$58.5M 332,429 -6,409 -2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$57.4M 326,492 +67,041 +26%
RJA
40
Raymond James & Associates
Florida
$57.1M 324,252 -42,605 -12%
Bessemer Group
41
Bessemer Group
New Jersey
$54.1M 307,300 +297,161 +2,931%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$51.4M 292,080 -9,476 -3%
SI
43
Stephens Inc
Arkansas
$49.5M 281,252 -41,307 -13%
VFP
44
Verus Financial Partners
Virginia
$48.3M 281,695 -1,674 -0.6%
AWA
45
Aaron Wealth Advisors
Illinois
$46.1M 8,116,815 +8,071,255 +17,716%
CPO
46
Cerity Partners OCIO
New York
$45.5M 258,451 +17,964 +7%
Truist Financial
47
Truist Financial
North Carolina
$44M 250,292 +42,301 +20%
RA
48
Rodgers & Associates
Pennsylvania
$43.8M 249,140 +5,924 +2%
ZF
49
Zhang Financial
Michigan
$43.7M 248,216 +2,872 +1%
MPM
50
MBB Public Markets
Illinois
$43.2M 245,657 +67,175 +38%
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