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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,149 hedge funds and large institutions have $15.7B invested in Vanguard Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 523 increasing their positions, 340 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.18%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
1.66%
New
104
Increased
523
Reduced
340
Closed
74
Calls
$12.4M
Puts
$5.38M
Net Calls
+$7.06M
Net Calls Change
+$191K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.87B
2
Citadel Advisors
Citadel Advisors
Florida
$140M
3
Bessemer Group
Bessemer Group
New Jersey
$54.1M
4
AWA
Aaron Wealth Advisors
Illinois
$46.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$424M
3
BCM
Brookstone Capital Management
Illinois
$27.4M
4
TM
Titan Managers
Arizona
$0
5
EA
Efficient Advisors
Ohio
$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
851
Red Tortoise LLC
Georgia
$337K +$8.44K +48 +3%
DWM
852
Doyle Wealth Management
Florida
$337K +$109K +618 +48%
RC
853
RegentAtlantic Capital
New Jersey
$336K +$21.8K +124 +7%
PFG
854
PAX Financial Group
Texas
$336K +$63.4K +361 +23%
SC
855
Stephens Consulting
Michigan
$336K – – –
AA
856
Argent Advisors
Louisiana
$335K -$6.34K -36 -2%
BB
857
Busey Bank
Illinois
$334K – – –
LWM
858
Laidlaw Wealth Management
New York
$333K -$38.9K -221 -10%
GI
859
Gradient Investments
Minnesota
$331K +$59K +335 +22%
MMHP
860
Murphy Middleton Hinkle & Parker
Georgia
$329K – – –
RWM
861
Rockwood Wealth Management
Pennsylvania
$328K +$352 +2 +0.1%
FCM
862
Fourpath Capital Management
Oklahoma
$328K -$14.4K -82 -4%
TFCP
863
Twin Focus Capital Partners
Massachusetts
$328K – – –
SB
864
Strategic Blueprint
Georgia
$327K +$53K +301 +19%
CAL
865
Capital Advisors Ltd
Ohio
$326K – – –
LWP
866
Lumature Wealth Partners
Georgia
$323K -$44.8K -254 -12%
C1AG
867
Client 1st Advisory Group
Florida
$318K – – –
SG
868
StoneX Group
New York
$316K +$94.3K +536 +43%
VNB
869
Virginia National Bank
Virginia
$315K +$315K +1,790 New
MW
870
Milestone Wealth
New York
$312K – – –
PIA
871
Pinion Investment Advisors
Kansas
$311K -$11.4K -65 -4%
KCM
872
Kanawha Capital Management
Virginia
$311K +$311K +1,769 New
TNA
873
True North Advisors
Texas
$310K – – –
VWA
874
V Wealth Advisors
Kansas
$310K +$352 +2 +0.1%
MFA
875
Mayflower Financial Advisors
Massachusetts
$309K -$44.7K -254 -13%
33 34
35
36 37