VBR icon

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.

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

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bessemer Group
Bessemer Group
New Jersey
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
726
Regions Financial Corp
Alabama
$524K -$135K -900 -20%
VPIM
727
Vanguard Personalized Indexing Management
California
$523K -$4.49K -30 -0.9%
NP
728
NorthRock Partners
Minnesota
$521K +$899 +6 +0.2%
GSWM
729
Greenup Street Wealth Management
Michigan
$519K +$519K +3,462 New
FA
730
Flagstar Advisors
New York
$518K +$518K +3,462 New
FFP
731
Forbes Financial Planning
Rhode Island
$516K +$297 +2 +0.1%
RTL
732
Red Tortoise LLC
Georgia
$512K +$225K +1,499 +78%
TWP
733
TFO Wealth Partners
Ohio
$503K -$43K -287 -8%
CAM
734
Cozad Asset Management
Illinois
$500K +$80.5K +537 +19%
OSAM
735
O'Shaughnessy Asset Management
Connecticut
$495K -$4.94K -33 -1%
PCG
736
Private Capital Group
Connecticut
$494K -$7.06M -47,160 -93%
MWM
737
Mission Wealth Management
California
$492K +$85.3K +570 +21%
IC
738
IEQ Capital
California
$490K +$28.8K +192 +6%
TWA
739
TCI Wealth Advisors
Arizona
$489K +$300 +2 +0.1%
SCM
740
SOL Capital Management
Maryland
$486K +$10.5K +70 +2%
FF
741
Financial Futures
New Jersey
$484K -$72.3K -482 -13%
CWA
742
Canvas Wealth Advisors
Kansas
$484K +$6.14K +41 +1%
GT
743
Glenview Trust
Kentucky
$483K -$5.85K -39 -1%
BC
744
Bowman & Company
Wisconsin
$483K +$48.7K +325 +11%
VCM
745
Versant Capital Management
Arizona
$481K -$31.3K -209 -6%
MPM
746
Meritage Portfolio Management
Kansas
$481K -$15.6K -104 -3%
MIM
747
Marco Investment Management
Georgia
$480K -$790K -5,275 -62%
SWM
748
Southern Wealth Management
Texas
$479K +$1.95K +13 +0.4%
KPWS
749
Kestra Private Wealth Services
Texas
$475K -$23.7K -158 -5%
AHC
750
Anderson Hoagland & Co
Missouri
$474K – – –
28 29
30
31 32