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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 %
WS
901
Wedbush Securities
California
$275K +$18.1K +103 +7%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$274K – – –
NLP
903
Next Level Private
New York
$274K +$3.88K +22 +1%
S
904
SignatureFD
Georgia
$273K +$20.8K +118 +8%
SWRP
905
Summit Wealth & Retirement Planning
California
$270K +$68.6K +390 +34%
FA
906
Fiducient Advisors
Illinois
$267K – – –
GLA
907
Good Life Advisors
Pennsylvania
$267K +$56.5K +321 +27%
SAM
908
Summit Asset Management
Tennessee
$264K – – –
SAM
909
Seelaus Asset Management
New Jersey
$264K +$2.46K +14 +0.9%
SFG
910
StrategIQ Financial Group
Indiana
$263K – – –
HCA
911
Harbour Capital Advisors
Virginia
$262K – – –
SCM
912
Shelton Capital Management
Colorado
$262K +$262K +1,490 New
CAC
913
Certified Advisory Corp
Florida
$261K +$23.2K +132 +10%
PG
914
Proffitt & Goodson
Tennessee
$261K +$261K +1,481 New
CWP
915
Corepath Wealth Partners
Arizona
$260K – – –
TSWM
916
Tyler-Stone Wealth Management
Ohio
$260K +$5.81K +33 +2%
TA
917
TFG Advisers
Michigan
$258K +$1.23K +7 +0.5%
FWM
918
Fairhaven Wealth Management
Illinois
$257K – – –
EK
919
Evensky & Katz
Florida
$255K +$879 +5 +0.3%
SYBT
920
Stock Yards Bank & Trust
Kentucky
$253K – – –
FHC
921
First Heartland Consultants
Missouri
$252K -$3.52K -20 -1%
TWM
922
Thrive Wealth Management
Pennsylvania
$251K +$26.2K +149 +12%
WIM
923
Warwick Investment Management
Texas
$249K – – –
HJMC
924
Hellman Jordan Management Company
Massachusetts
$246K – – –
CB
925
Community Bank
New York
$246K – – –
35 36
37
38 39