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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.

Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.19%
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
1
Bank of America
North Carolina
$2.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$140M
3
Bessemer Group
3
Bessemer Group
New Jersey
$54.1M
4
AWA
4
Aaron Wealth Advisors
Illinois
$46.1M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$41.9M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$424M
3
BCM
3
Brookstone Capital Management
Illinois
$27.4M
4
TM
4
Titan Managers
Arizona
$0
5
EA
5
Efficient Advisors
Ohio
$98.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MAG
51
Mokosak Advisory Group
Iowa
$42.9M 243,599 -5,146 -2%
CG
52
Colony Group
Massachusetts
$42.8M 243,215 -2,643 -1%
BTCPP
53
Border to Coast Pensions Partnership
United Kingdom
$42M 239,052 -30,184 -11%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$41.9M 241,301 +241,301 New
LNC
55
Lincoln National Corp
Pennsylvania
$41.3M 234,866 -1,337 -0.6%
CFFP
56
Center for Financial Planning
Michigan
$41M 233,239 +3,143 +1%
PP
57
PDS Planning
Ohio
$40M 227,336 +18,752 +9%
CAM
58
Cresset Asset Management
Illinois
$39.2M 222,886 +19,252 +9%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$38.6M 219,135 +40,533 +23%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$38.5M 218,557 -103 -0%
WPW
61
Waldron Private Wealth
Pennsylvania
$37.5M 213,375 +4,331 +2%
SC
62
Savant Capital
Illinois
$36.2M 205,874 +17,945 +10%
IWA
63
Inspirion Wealth Advisors
Illinois
$35.8M 203,533 +9,499 +5%
Creative Planning
64
Creative Planning
Kansas
$35.4M 201,422 +27,700 +16%
BSW
65
Buckingham Strategic Wealth
Missouri
$35.2M 200,113 +12,345 +7%
BFA
66
Bragg Financial Advisors
North Carolina
$35.2M 199,854 +21,357 +12%
TSW
67
Thompson Siegel & Walmsley
Virginia
$34.9M 198,177 +7,001 +4%
MML Investors Services
68
MML Investors Services
Massachusetts
$34.2M 194,189 -9,927 -5%
B
69
Bailard
California
$34M 193,252 +5,268 +3%
Stifel Financial
70
Stifel Financial
Missouri
$33.7M 191,546 +1,534 +0.8%
AC
71
Apella Capital
Connecticut
$33.4M 189,758 +37,815 +25%
SF
72
Summit Financial
New Jersey
$33.2M 188,533 -557 -0.3%
JRP
73
Jasper Ridge Partners
California
$32.3M 183,330 – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$32.1M 182,622 +50,863 +39%
MWM
75
Modera Wealth Management
New Jersey
$30M 170,423 -1,584 -0.9%
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