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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$403M
4
UBS Group
4
UBS Group
Switzerland
$300M
5
SC
5
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$72.7M 485,353 +3,671 +0.8%
Osaic Holdings
27
Osaic Holdings
Arizona
$66.2M 441,551 -36,172 -8%
MWM
28
Merriman Wealth Management
Washington
$66.2M 441,883 -69,570 -14%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$64M 427,038 +94,609 +28%
MIAS
30
Mason Investment Advisory Services
Virginia
$61.4M 409,607 -456 -0.1%
FG
31
Foster Group
Iowa
$60.6M 404,350 -5,155 -1%
Retirement Systems of Alabama
32
Retirement Systems of Alabama
Alabama
$57.3M 382,480 – –
CFM
33
Comprehensive Financial Management
California
$56.9M 379,501 – –
SP
34
Symmetry Partners
Connecticut
$56.7M 378,358 +15,215 +4%
Mariner
35
Mariner
Kansas
$53.8M 359,161 +9,932 +3%
SGAM
36
Stephens Group Asset Management
Arkansas
$53.5M 353,989 +1,865 +0.5%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$52.6M 350,838 +109,537 +45%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$52.5M 350,407 +58,327 +20%
RJA
39
Raymond James & Associates
Florida
$51M 340,326 +16,074 +5%
EWA
40
Exencial Wealth Advisors
Oklahoma
$49.9M 333,122 -567 -0.2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$48.5M 323,969 -2,523 -0.8%
SC
42
Savant Capital
Illinois
$48.1M 321,123 +115,249 +56%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$46.2M 308,385 +89,250 +41%
TIM
44
Total Investment Management
Arizona
$46.2M 308,380 +308,380 New
VFP
45
Verus Financial Partners
Virginia
$45.5M 287,845 +6,150 +2%
ZF
46
Zhang Financial
Michigan
$38.6M 257,395 +9,179 +4%
RA
47
Rodgers & Associates
Pennsylvania
$38.3M 255,417 +6,277 +3%
PP
48
PDS Planning
Ohio
$37.9M 252,960 +25,624 +11%
Truist Financial
49
Truist Financial
North Carolina
$37M 247,048 -3,244 -1%
MPM
50
MBB Public Markets
Illinois
$36.8M 245,551 -106 -0%
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