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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.

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 %
WP
751
WMS Partners
Maryland
$473K – – –
GC
752
Grimes & Company
Massachusetts
$467K -$600 -4 -0.1%
WA
753
Wealthstream Advisors
New York
$466K +$750 +5 +0.2%
FHA
754
Flagship Harbor Advisors
Massachusetts
$465K +$108K +719 +30%
WA
755
Wealth Alliance
New York
$464K +$11.7K +78 +3%
SFPM
756
Sensible Financial Planning & Management
Massachusetts
$462K +$98.8K +660 +27%
GWM
757
Grand Wealth Management
Michigan
$457K – – –
AWA
758
Arkadios Wealth Advisors
Georgia
$455K -$8.39K -56 -2%
DWM
759
Dopkins Wealth Management
New York
$454K +$1.95K +13 +0.4%
UI
760
Unconventional Investor
New Hampshire
$453K – – –
RWI
761
Red Wave Investments
Pennsylvania
$453K +$300 +2 +0.1%
VCM
762
Vivaldi Capital Management
Illinois
$445K -$43.6K -291 -9%
CAM
763
Cidel Asset Management
Ontario, Canada
$442K -$15.7K -105 -3%
RA
764
Resolute Advisors
California
$441K +$2.1K +14 +0.5%
RA
765
RFG Advisory
Alabama
$441K +$102K +622 +30%
GC
766
Gibson Capital
Pennsylvania
$440K – – –
SWM
767
Silverlake Wealth Management
Vermont
$438K +$122K +816 +39%
SIM
768
Sadoff Investment Management
Wisconsin
$437K -$70.6K -471 -14%
BFC
769
Bedel Financial Consulting
Indiana
$432K +$2.85K +19 +0.7%
VWA
770
Visionary Wealth Advisors
Illinois
$430K -$22.6K -151 -5%
BWP
771
Baldwin Wealth Partners
Massachusetts
$427K – – –
SMA
772
Sage Mountain Advisors
Georgia
$426K – – –
TCWM
773
Total Clarity Wealth Management
Illinois
$425K +$52.6K +351 +14%
IA
774
IFG Advisors
Missouri
$421K +$53.4K +357 +15%
TAM
775
Townsend Asset Management
North Carolina
$417K +$8.99K +60 +2%
29 30
31
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