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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 %
Neuberger Berman Group
626
Neuberger Berman Group
New York
$699K -$232K -1,619 -25%
HI
627
Harper Investing
California
$698K -$59K -409 -8%
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$698K +$698K +4,870 New
PCP
629
Proficio Capital Partners
Massachusetts
$691K -$728K -5,080 -51%
CSIA
630
Conrad Siegel Investment Advisors
Pennsylvania
$690K -$1.96M -13,702 -74%
QFA
631
Quantum Financial Advisors
California
$688K – – –
MSFS
632
Main Street Financial Solutions
Pennsylvania
$686K +$37.4K +261 +6%
TFS
633
Thoroughbred Financial Services
Tennessee
$685K -$3.87K -27 -0.6%
PP
634
Pegasus Partners
Wisconsin
$684K – – –
BS
635
Boenning & Scattergood
Pennsylvania
$679K -$261K -1,821 -28%
KA
636
Kovack Advisors
Florida
$679K -$127K -887 -16%
TC
637
TAP Consulting
Missouri
$676K -$43.4K -303 -6%
SWM
638
Soundmark Wealth Management
Washington
$672K +$83.5K +582 +14%
FOA
639
Five Oceans Advisors
California
$671K -$19.6K -137 -3%
SCA
640
Snowden Capital Advisors
New York
$667K -$5.3K -37 -0.8%
RA
641
Rise Advisors
New York
$664K +$2.44K +17 +0.4%
LWM
642
Liberty Wealth Management
California
$662K +$21.2K +148 +3%
MF
643
Meridian Financial
Massachusetts
$659K +$24.2K +169 +4%
FNBSF
644
First National Bank Sioux Falls
South Dakota
$658K +$57.9K +404 +10%
TC
645
Trilogy Capital
California
$655K -$215K -1,502 -25%
BAMG
646
Brand Asset Management Group
Missouri
$639K +$10.2K +71 +2%
WH
647
Willner & Heller
California
$635K +$3.16K +22 +0.5%
CCM
648
Canal Capital Management
Virginia
$628K – – –
LPP
649
Life Planning Partners
Florida
$617K +$18.6K +130 +3%
AWA
650
Arkadios Wealth Advisors
Georgia
$614K +$179K +1,246 +41%
24 25
26
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