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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
+$52.7M
2
Bessemer Group
Bessemer Group
New Jersey
+$43.7M
3
JFG
JMG Financial Group
Illinois
+$22.4M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$16.5M
5
AssetMark Inc
AssetMark Inc
California
+$12.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$300M
2
TIM
Total Investment Management
Arizona
-$42.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$24.7M
4
AWA
Arete Wealth Advisors
Illinois
-$21.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
776
CreativeOne Wealth
Kansas
$364K +$10K +70 +3%
BC
777
Burney Company
Virginia
$363K -$8.18K -57 -2%
1IA
778
1834 Investment Advisors
Wisconsin
$357K +$78.2K +545 +28%
FFS
779
Founders Financial Securities
Maryland
$357K +$357K +2,487 New
NCM
780
Novare Capital Management
North Carolina
$356K – – –
DWT
781
Dorsey & Whitney Trust
South Dakota
$355K +$21.4K +149 +6%
WWA
782
WCG Wealth Advisors
Nevada
$355K +$30.3K +198 +9%
BIP
783
Brandes Investment Partners
California
$354K -$2.66M -18,508 -88%
FF
784
Financial Futures
New Jersey
$354K -$108K -756 -23%
FHA
785
Flagship Harbor Advisors
Massachusetts
$353K -$92.2K -643 -21%
SCA
786
Spearhead Capital Advisors
Florida
$352K -$7.06M -49,230 -95%
EFL
787
ERn Financial LLC
Wisconsin
$352K +$287 +2 +0.1%
CAC
788
Certified Advisory Corp
Florida
$352K +$50.1K +349 +17%
GGI
789
Godsey & Gibb Inc
Virginia
$350K – – –
VCA
790
Verdence Capital Advisors
Maryland
$350K +$1.43K +10 +0.4%
Kovitz Investment Group Partners
791
Kovitz Investment Group Partners
Illinois
$346K -$29K -202 -8%
MLA
792
My Legacy Advisors
Oregon
$341K -$299K -2,021 -47%
CWP
793
Curated Wealth Partners
California
$340K – – –
LL
794
LPWM LLC
Minnesota
$339K +$11.9K +83 +4%
SWP
795
Strategic Wealth Partners
Ohio
$333K +$49.2K +343 +17%
TFA
796
Triad Financial Advisors
North Carolina
$332K – – –
SFA
797
Sequoia Financial Advisors
Ohio
$328K -$6.6K -46 -2%
OFS
798
Oldfather Financial Services
Nebraska
$325K +$1.58K +11 +0.5%
DAM
799
Derbend Asset Management
Georgia
$325K +$325K +2,264 New
DSA
800
Droms Strauss Advisors
Missouri
$323K -$12.3K -86 -4%
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