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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 %
AWM
851
Angeles Wealth Management
California
$296K – – –
DWM
852
Doyle Wealth Management
Florida
$295K +$7.95K +53 +3%
MA
853
Mezzasalma Advisors
New Jersey
$293K – – –
1IA
854
1834 Investment Advisors
Wisconsin
$291K +$209K +1,398 +257%
SC
855
Stephens Consulting
Michigan
$291K +$5.09K +34 +2%
AP
856
Appleton Partners
Massachusetts
$287K -$150 -1 -0.1%
BP
857
BBR Partners
New York
$284K -$437K -2,918 -61%
TC
858
TownSquare Capital
Utah
$284K -$25K -167 -8%
MMHP
859
Murphy Middleton Hinkle & Parker
Georgia
$280K – – –
TFCP
860
Twin Focus Capital Partners
Massachusetts
$279K – – –
FCM
861
Fourpath Capital Management
Oklahoma
$279K – – –
KCM
862
Kanawha Capital Management
Virginia
$279K +$14.2K +95 +5%
MHS
863
M Holdings Securities
Oregon
$278K -$25.2K -168 -8%
CAL
864
Capital Advisors Ltd
Ohio
$277K – – –
LWM
865
Laidlaw Wealth Management
New York
$276K -$7.5K -50 -3%
BPFA
866
Barnes Pettey Financial Advisors
Mississippi
$274K +$274K +1,826 New
TDC
867
Thompson Davis & Co
Virginia
$273K -$119K -794 -30%
KTM
868
Keeler Thomas Management
Utah
$273K -$50.7K -338 -16%
GHAM
869
Gilman Hill Asset Management
Connecticut
$273K +$273K +1,820 New
C1AG
870
Client 1st Advisory Group
Florida
$271K – – –
WTC
871
WhitTier Trust Company
Nevada
$271K +$9.12K +61 +3%
BCI
872
Brinker Capital Investments
Pennsylvania
$269K -$250K -1,670 -48%
SWRP
873
Summit Wealth & Retirement Planning
California
$266K +$36.2K +242 +16%
BB
874
Busey Bank
Illinois
$264K -$19.9K -133 -7%
CIAS
875
Capital Investment Advisory Services
North Carolina
$263K -$29.8K -199 -10%
33 34
35
36 37