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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$403M
4
UBS Group
4
UBS Group
Switzerland
$300M
5
SC
5
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$36.2M 241,736 -1,479 -0.6%
MAG
52
Mokosak Advisory Group
Iowa
$35.6M 237,660 -5,939 -2%
LNC
53
Lincoln National Corp
Pennsylvania
$34.8M 232,284 -2,582 -1%
Creative Planning
54
Creative Planning
Kansas
$34.6M 231,155 +29,733 +15%
CFFP
55
Center for Financial Planning
Michigan
$32.6M 217,616 -15,623 -7%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$32.4M 216,000 -2,557 -1%
BSW
57
Buckingham Strategic Wealth
Missouri
$32.3M 215,268 +15,155 +8%
CAM
58
Cresset Asset Management
Illinois
$32.2M 214,923 -7,963 -4%
TSW
59
Thompson Siegel & Walmsley
Virginia
$31.1M 207,538 +9,361 +5%
Stifel Financial
60
Stifel Financial
Missouri
$30.7M 204,578 +13,032 +7%
WPW
61
Waldron Private Wealth
Pennsylvania
$30.6M 204,233 -9,142 -4%
BFA
62
Bragg Financial Advisors
North Carolina
$30.2M 201,610 +1,756 +0.9%
MWM
63
Modera Wealth Management
New Jersey
$29.5M 197,147 +26,724 +16%
IWA
64
Inspirion Wealth Advisors
Illinois
$29.3M 195,744 -7,789 -4%
B
65
Bailard
California
$29M 193,232 -20 -0%
SC
66
Sepio Capital
Utah
$27.9M 186,087 +81,809 +78%
MML Investors Services
67
MML Investors Services
Massachusetts
$27.8M 185,308 -8,881 -5%
SF
68
Summit Financial
New Jersey
$27.7M 185,209 -3,324 -2%
AC
69
Apella Capital
Connecticut
$25.8M 172,497 -17,261 -9%
SI
70
Stephens Inc
Arkansas
$25M 166,941 -114,311 -41%
F
71
F3Logic
Minnesota
$24.6M 164,511 +66,668 +68%
AWA
72
Arete Wealth Advisors
Illinois
$24.6M 164,037 +10,081 +7%
APG
73
Abacus Planning Group
South Carolina
$24.3M 162,204 +15,789 +11%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$23.6M 157,739 -24,883 -14%
WBG
75
Wharton Business Group
Pennsylvania
$22.4M 149,620 +9,745 +7%
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