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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 %
SFS
876
Summit Financial Strategies
Ohio
$237K -$7.18K -50 -3%
PIA
877
Pinion Investment Advisors
Kansas
$237K -$2.72K -19 -1%
HIP
878
HUB Investment Partners
Texas
$237K +$237K +1,653 New
BlackRock
879
BlackRock
New York
$236K -$12.3K -86 -5%
S
880
SignatureFD
Georgia
$236K -$4.72K -33 -2%
1SB
881
1ST Source Bank
Indiana
$236K – – –
RC
882
Rovin Capital
Arizona
$236K – – –
FWA
883
FSM Wealth Advisors
Ohio
$236K +$236K +1,647 New
EC
884
Estate Counselors
Wisconsin
$235K -$9.71M -67,750 -98%
BIA
885
Bell Investment Advisors
California
$235K -$3.45K -24 -1%
BBHC
886
Brown Brothers Harriman & Co
New York
$235K -$2.43K -17 -1%
SYBT
887
Stock Yards Bank & Trust
Kentucky
$234K -$1.72K -12 -0.7%
CI
888
Ceera Investments
Texas
$233K +$6.46K +45 +3%
B
889
Bridgeworth
Alabama
$231K -$3.59K -25 -2%
CWP
890
Corepath Wealth Partners
Arizona
$231K – – –
NAS
891
Nicolet Advisory Services
Wisconsin
$231K +$296 +2 +0.1%
WCAMG
892
Woodard & Company Asset Management Group
North Carolina
$231K +$37.3K +260 +19%
PFBT
893
Parkside Financial Bank & Trust
Missouri
$228K – – –
HSBC Holdings
894
HSBC Holdings
United Kingdom
$227K +$29.6K +206 +15%
MW
895
Milestone Wealth
New York
$226K – – –
FA
896
Fortis Advisors
Pennsylvania
$223K +$1.29K +9 +0.6%
GLA
897
Good Life Advisors
Pennsylvania
$223K +$223K +1,558 New
TSWM
898
Tyler-Stone Wealth Management
Ohio
$221K -$4.15K -29 -2%
HVP
899
Hudson Value Partners
Florida
$220K -$4.3K -30 -2%
FA
900
Fiducient Advisors
Illinois
$218K -$437K -3,049 -67%
34 35
36
37 38