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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 %
KAM
476
Kraft Asset Management
Tennessee
$1.38M +$291K +2,027 +27%
CS
477
Capital Square
Tennessee
$1.37M +$35.1K +245 +3%
MWM
478
Meridian Wealth Management
Kentucky
$1.36M -$744K -5,189 -35%
EAM
479
Evanson Asset Management
California
$1.35M +$302K +2,106 +29%
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$1.34M -$3.87K -27 -0.3%
PA
481
Probity Advisors
Texas
$1.33M -$9.03K -63 -0.7%
LFP
482
Leeward Financial Partners
Washington
$1.33M -$36.9K -257 -3%
ECM
483
Elgethun Capital Management
South Dakota
$1.33M +$76.7K +535 +6%
CAG
484
Csenge Advisory Group
Florida
$1.31M -$544K -3,793 -29%
HCP
485
Hexagon Capital Partners
Arkansas
$1.31M -$13.9K -97 -1%
KWM
486
Kingsview Wealth Management
Oregon
$1.3M -$41.4K -289 -3%
IAA
487
Independent Advisor Alliance
North Carolina
$1.3M +$119K +833 +10%
PD
488
Planning Directions
Pennsylvania
$1.29M +$22.9K +160 +2%
ADL
489
Asset Dedication LLC
California
$1.29M +$1.29M +9,003 New
WCFA
490
Walkner Condon Financial Advisors
Wisconsin
$1.27M +$900K +6,277 +242%
LC
491
Lindbrook Capital
California
$1.26M – – –
CIC
492
Carnegie Investment Counsel
Ohio
$1.26M -$80.3K -560 -6%
RIA
493
Regal Investment Advisors
Michigan
$1.25M +$65.5K +457 +6%
FANJ
494
Financial Architects (New Jersey)
New Jersey
$1.24M +$1.24M +8,629 New
SF
495
Synovus Financial
Georgia
$1.23M +$11.2K +78 +0.9%
MFS
496
McNamara Financial Services
Massachusetts
$1.21M -$20.8K -145 -2%
RCI
497
RS Crum Inc
California
$1.21M -$8.46K -59 -0.7%
WAP
498
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$575K +4,008 +91%
Koshinski Asset Management
499
Koshinski Asset Management
Illinois
$1.21M -$34.1K -238 -3%
HAS
500
Holland Advisory Services
Florida
$1.2M -$1.2M -8,335 -50%
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