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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 %
PL
476
Plancorp LLC
Missouri
$1.72M +$375K +2,132 +28%
CBFP
477
Cedar Brook Financial Partners
Ohio
$1.7M -$101K -573 -6%
WTA
478
Washington Trust Advisors
Massachusetts
$1.7M -$195K -1,107 -10%
APA
479
American Portfolios Advisors
New York
$1.7M +$381K +2,168 +29%
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$1.69M +$404K +2,295 +31%
LFP
481
Leeward Financial Partners
Washington
$1.69M +$121K +690 +8%
PFS
482
Prospera Financial Services
Texas
$1.68M +$104K +591 +7%
CWA
483
CJM Wealth Advisers
Virginia
$1.68M +$348K +1,978 +26%
PA
484
Probity Advisors
Texas
$1.67M -$28.7K -163 -2%
LPIC
485
LeJeune Puetz Investment Counsel
Michigan
$1.66M +$507K +2,883 +44%
HCP
486
Hexagon Capital Partners
Arkansas
$1.66M +$37.3K +212 +2%
Cerity Partners
487
Cerity Partners
New York
$1.63M +$1.59M +11,345 +3,660%
CS
488
Capital Square
Tennessee
$1.63M -$29.7K -169 -2%
BWA
489
BlueSky Wealth Advisors
North Carolina
$1.62M +$1.33M +7,564 +466%
CMBA
490
C.M. Bidwell & Associates
Hawaii
$1.59M +$247K +1,406 +18%
CIC
491
Carnegie Investment Counsel
Ohio
$1.56M +$148K +841 +10%
LI
492
Latigo Investments
Florida
$1.56M – – –
WF
493
Warner Financial
Maryland
$1.55M +$5.64K +32 +0.4%
LC
494
Lindbrook Capital
California
$1.55M -$26.4K -150 -2%
HWM
495
Hemington Wealth Management
Virginia
$1.54M -$300K -1,704 -16%
MA
496
MONECO Advisors
Connecticut
$1.52M -$4.4K -25 -0.3%
ADL
497
Asset Dedication LLC
California
$1.52M +$219K +1,246 +17%
RCI
498
RS Crum Inc
California
$1.52M +$2.29K +13 +0.2%
ECM
499
Elgethun Capital Management
South Dakota
$1.52M +$120K +680 +9%
SRC
500
Shufro Rose & Co
New York
$1.5M +$82.3K +468 +6%
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