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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 %
VCA
801
Verdence Capital Advisors
Maryland
$364K +$1.05K +7 +0.3%
OFS
802
Oldfather Financial Services
Nebraska
$362K – – –
RPWA
803
Regent Peak Wealth Advisors
Georgia
$360K +$108K +725 +43%
CWP
804
Curated Wealth Partners
California
$355K +$355K +2,369 New
WCA
805
Westover Capital Advisors
Delaware
$351K -$13.8K -92 -4%
ERIC
806
Eagle Rock Investment Company
Georgia
$350K +$14.7K +98 +4%
SFA
807
Sequoia Financial Advisors
Ohio
$349K -$534K -3,566 -60%
DWT
808
Dorsey & Whitney Trust
South Dakota
$349K -$129K -857 -27%
DSA
809
Droms Strauss Advisors
Missouri
$349K -$13.2K -89 -4%
LL
810
LPWM LLC
Minnesota
$348K +$36K +236 +12%
TFA
811
Triad Financial Advisors
North Carolina
$347K -$78.3K -523 -18%
RBFC
812
Roman Butler Fullerton & Co
Missouri
$341K -$86.8K -574 -20%
DI
813
DAGCO Inc
Ohio
$335K -$1.2K -8 -0.4%
SAM
814
SignalPoint Asset Management
Missouri
$334K +$19.4K +130 +6%
ECM
815
Evergreen Capital Management
Washington
$334K +$22.2K +148 +7%
SIA
816
Schechter Investment Advisors
Michigan
$333K -$4.5K -30 -1%
AFAS
817
Acorn Financial Advisory Services
Virginia
$331K +$19.2K +128 +6%
Allianz Asset Management
818
Allianz Asset Management
Germany
$330K -$20M -133,350 -98%
MCM
819
Morton Capital Management
California
$328K +$328K +2,187 New
PTC
820
Private Trust Company
Ohio
$326K -$97.6K -652 -23%
KM
821
Kalos Management
Georgia
$326K -$73.6K -485 -18%
CIBC World Market
822
CIBC World Market
Ontario, Canada
$324K +$2.69K +18 +0.8%
SWP
823
Summit Wealth Partners
Florida
$323K -$866K -5,783 -73%
FPS
824
Fieldpoint Private Securities
Connecticut
$323K -$331K -2,210 -51%
VFA
825
Voya Financial Advisors
Connecticut
$322K +$3.02K +20 +0.9%
31 32
33
34 35