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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.

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
1
Envestnet Asset Management
Illinois
$438M
2
Bessemer Group
2
Bessemer Group
New Jersey
$45.2M
3
JFG
3
JMG Financial Group
Illinois
$23.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$77.7M
5
AssetMark Inc
5
AssetMark Inc
California
$429M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.48B
2
TIM
2
Total Investment Management
Arizona
$1.85M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$25.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.59M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$34.3M 239,036 -2,700 -1%
MAG
52
Mokosak Advisory Group
Iowa
$34M 237,088 -572 -0.2%
Truist Financial
53
Truist Financial
North Carolina
$33.5M 233,845 -13,203 -5%
LNC
54
Lincoln National Corp
Pennsylvania
$33.5M 233,696 +1,412 +0.6%
Creative Planning
55
Creative Planning
Kansas
$33.5M 233,527 +2,372 +1%
Stifel Financial
56
Stifel Financial
Missouri
$32.7M 228,038 +23,460 +11%
CAM
57
Cresset Asset Management
Illinois
$31.8M 221,978 +7,055 +3%
CFFP
58
Center for Financial Planning
Michigan
$30.9M 215,451 -2,165 -1%
TSW
59
Thompson Siegel & Walmsley
Virginia
$30.5M 212,528 +4,990 +2%
MML Investors Services
60
MML Investors Services
Massachusetts
$30.3M 211,332 +26,024 +14%
BFA
61
Bragg Financial Advisors
North Carolina
$29.8M 207,876 +6,266 +3%
IWA
62
Inspirion Wealth Advisors
Illinois
$29M 201,961 +6,217 +3%
WPW
63
Waldron Private Wealth
Pennsylvania
$28.5M 199,017 -5,216 -3%
BSW
64
Buckingham Strategic Wealth
Missouri
$28.4M 198,296 -16,972 -8%
MWM
65
Modera Wealth Management
New Jersey
$28M 195,486 -1,661 -0.8%
B
66
Bailard
California
$27.6M 192,497 -735 -0.4%
SF
67
Summit Financial
New Jersey
$27M 188,603 +3,394 +2%
F
68
F3Logic
Minnesota
$26.5M 184,614 +20,103 +12%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$25.6M 178,482 -171,925 -49%
APG
70
Abacus Planning Group
South Carolina
$25.1M 174,731 +12,527 +8%
SI
71
Stephens Inc
Arkansas
$24.1M 168,031 +1,090 +0.7%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$24.1M 167,778 +10,039 +6%
JFG
73
JMG Financial Group
Illinois
$23.6M 164,609 +155,965 +1,804%
AC
74
Apella Capital
Connecticut
$23.4M 163,201 -9,296 -5%
SC
75
Sepio Capital
Utah
$23.3M 162,693 -23,394 -13%
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