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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 %
CGA
876
Crescent Grove Advisors
Illinois
$309K – – –
WTC
877
WhitTier Trust Company
Nevada
$308K -$33.9K -193 -10%
DWP
878
Destiny Wealth Partners
Florida
$307K +$102K +578 +49%
BBHC
879
Brown Brothers Harriman & Co
New York
$303K +$22K +125 +8%
CHA
880
Carmichael Hill & Associates
Maryland
$301K +$12.3K +70 +4%
HC
881
Hamilton Capital
Ohio
$300K +$352 +2 +0.1%
1SB
882
1ST Source Bank
Indiana
$298K -$8.79K -50 -3%
SFS
883
Summit Financial Strategies
Ohio
$297K – – –
CBN
884
Cadence Bank NA
Texas
$297K +$49.5K +281 +20%
RPWA
885
Regent Peak Wealth Advisors
Georgia
$296K -$6.87K -39 -2%
BWM
886
Benchmark Wealth Management
Connecticut
$295K +$80.2K +455 +37%
RTS
887
Round Table Services
New Jersey
$295K +$295K +1,679 New
B
888
Bridgeworth
Alabama
$294K -$5.98K -34 -2%
OA
889
Operose Advisors
Wisconsin
$294K +$881 +5 +0.3%
CAN
890
Claraphi Advisory Network
United States
$291K -$1.81M -10,272 -86%
RC
891
Rovin Capital
Arizona
$290K – – –
KF
892
Krilogy Financial
Missouri
$287K -$17.1K -97 -6%
SSWM
893
Sheets Smith Wealth Management
North Carolina
$287K -$12.9K -73 -4%
SF
894
Safeguard Financial
Wisconsin
$287K +$287K +1,633 New
KFGK
895
Keystone Financial Group (Kentucky)
Kentucky
$282K +$527 +3 +0.2%
HVP
896
Hudson Value Partners
Florida
$278K +$13.5K +77 +5%
PWMAG
897
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$278K +1,581 New
HAS
898
HBW Advisory Services
California
$276K -$24.5K -139 -8%
NAS
899
Nicolet Advisory Services
Wisconsin
$276K +$172 +1 +0.1%
CI
900
Ceera Investments
Texas
$275K -$6.15K -35 -2%
34 35
36
37 38