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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 %
PK
776
Pflug Koory
Nebraska
$417K +$417K +2,782 New
EPWM
777
Essex Private Wealth Management
Massachusetts
$415K – – –
MFG
778
MidWestOne Financial Group
Iowa
$414K +$66.3K +443 +19%
RMA
779
Roffman Miller Associates
Pennsylvania
$412K +$1.95K +13 +0.5%
BOH
780
Bank of Hawaii
Hawaii
$403K +$87.2K +583 +28%
SBIA
781
Sheaff Brock Investment Advisors
Indiana
$401K +$15.4K +103 +4%
GP
782
Greenline Partners
New York
$399K -$150K -1,000 -27%
SIC
783
Salem Investment Counselors
North Carolina
$398K +$32K +214 +9%
GLLW
784
Graves Light Lenhart Wealth
Virginia
$397K +$277K +1,848 +231%
RWM
785
Rockwood Wealth Management
Pennsylvania
$397K +$117K +783 +42%
MCA
786
Magnolia Capital Advisors
Mississippi
$394K – – –
EWM
787
Evercore Wealth Management
New York
$393K – – –
SWM
788
Selective Wealth Management
Virginia
$392K +$1.95K +13 +0.5%
Kovitz Investment Group Partners
789
Kovitz Investment Group Partners
Illinois
$391K -$92.7K -619 -19%
WCFA
790
Walkner Condon Financial Advisors
Wisconsin
$389K +$389K +2,596 New
BC
791
Burney Company
Virginia
$388K -$10.6K -71 -3%
SSCA
792
South Shore Capital Advisors
Massachusetts
$385K +$4.05K +27 +1%
IC
793
Intersect Capital
California
$377K +$15.1K +101 +4%
MWM
794
Minot Wealth Management
Massachusetts
$375K +$59.9K +400 +19%
NCM
795
Novare Capital Management
North Carolina
$372K +$4.5K +30 +1%
CW
796
CreativeOne Wealth
Kansas
$370K +$65.4K +436 +21%
TFM
797
TFC Financial Management
Massachusetts
$368K – – –
EFL
798
ERn Financial LLC
Wisconsin
$368K +$5.55K +37 +2%
SG
799
StoneX Group
New York
$367K +$98.6K +658 +37%
GGI
800
Godsey & Gibb Inc
Virginia
$365K +$365K +2,439 New
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