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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 %
GPA
501
Guidance Point Advisors
Massachusetts
$1.2M +$6.31K +44 +0.5%
MA
502
MONECO Advisors
Connecticut
$1.19M -$14.3K -100 -1%
RTS
503
Round Table Services
New Jersey
$1.19M +$891K +6,215 +298%
BFA
504
Beacon Financial Advisory
Ohio
$1.19M -$276K -1,892 -19%
RHBC
505
R.H. Bluestein & Co
Michigan
$1.19M +$197K +1,375 +20%
USCWA
506
U.S. Capital Wealth Advisors
Texas
$1.17M -$4.02K -28 -0.3%
GVAG
507
Great Valley Advisor Group
Delaware
$1.16M +$7.03K +49 +0.6%
CPA
508
Capital Performance Advisors
California
$1.15M +$18.6K +130 +2%
TCM
509
Telos Capital Management
California
$1.15M +$13.3K +93 +1%
DI
510
Disciplined Investments
Oklahoma
$1.15M -$81.6K -569 -7%
BFS
511
Bickling Financial Services
Massachusetts
$1.13M -$18.7K -130 -2%
CWMGP
512
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.13M -$57.4K -400 -5%
SHFA
513
SC&H Financial Advisors
Maryland
$1.12M -$118K -820 -9%
TFF
514
The Family Firm
Maryland
$1.12M -$91.1K -635 -8%
NFG
515
Nations Financial Group
Iowa
$1.12M +$21.1K +147 +2%
AWM
516
Atticus Wealth Management
Florida
$1.12M – – –
PFA
517
Pure Financial Advisors
California
$1.12M +$543K +3,788 +94%
DAS
518
Dynamic Advisor Solutions
Arizona
$1.12M +$143K +1,000 +15%
RA
519
Riversedge Advisors
Delaware
$1.12M +$216K +1,508 +24%
OCM
520
One Capital Management
California
$1.11M -$609K -4,251 -35%
KTM
521
Keeler Thomas Management
Utah
$1.1M +$747K +3,828 +210%
RRC
522
Relaxing Retirement Coach
Massachusetts
$1.09M -$31.9K -222 -3%
GWM
523
Geneos Wealth Management
Colorado
$1.09M +$573 +4 +0.1%
TP
524
Tranquility Partners
Tennessee
$1.08M -$29.8K -208 -3%
JC
525
Jentner Corp
Ohio
$1.07M -$27.5K -192 -3%
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