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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 %
FFP
701
Forbes Financial Planning
Rhode Island
$498K +$430 +3 +0.1%
MWM
702
Mission Wealth Management
California
$498K +$26.8K +187 +6%
WA
703
Wealth Alliance
New York
$498K +$54.5K +380 +12%
EWM
704
Evermay Wealth Management
Virginia
$496K -$56.5K -394 -10%
LHEI
705
Leo H. Evart Inc
California
$496K -$12.6K -88 -2%
SW
706
SVB Wealth
Massachusetts
$495K -$46.6K -325 -9%
TWP
707
TFO Wealth Partners
Ohio
$493K +$11.5K +80 +2%
OSAM
708
O'Shaughnessy Asset Management
Connecticut
$493K +$19.6K +137 +4%
HSA
709
HBK Sorce Advisory
Pennsylvania
$490K +$286K +1,993 +140%
CFG
710
Citizens Financial Group
Rhode Island
$488K -$508K -3,539 -51%
CWA
711
Canvas Wealth Advisors
Kansas
$488K -$19.8K -126 -4%
LW
712
Libra Wealth
California
$485K +$485K +3,385 New
AWA
713
Amplius Wealth Advisors
Pennsylvania
$483K -$10.3M -71,628 -96%
IC
714
IEQ Capital
California
$483K +$14.2K +99 +3%
PLU
715
Performa Ltd (US)
South Carolina
$483K +$483K +3,370 New
CAM
716
Cozad Asset Management
Illinois
$478K – – –
CSPIA
717
Cary Street Partners Investment Advisory
Virginia
$478K +$333K +2,322 +230%
FA
718
Flagstar Advisors
New York
$475K -$21.2K -148 -4%
CP
719
Camelot Portfolios
Ohio
$473K -$114K -793 -19%
WP
720
WMS Partners
Maryland
$473K +$20.2K +141 +4%
KPWS
721
Kestra Private Wealth Services
Texas
$470K +$15.2K +106 +3%
BFC
722
Bedel Financial Consulting
Indiana
$466K +$3.21K +20 +0.7%
NW
723
NewEdge Wealth
Pennsylvania
$465K -$151K -1,052 -25%
TA
724
Trellis Advisors
Washington
$461K -$83.3K -580 -15%
LF
725
Lantz Financial
Illinois
$460K +$460K +3,205 New
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