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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
1
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$403M
4
UBS Group
4
UBS Group
Switzerland
$300M
5
SC
5
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
926
Shelton Capital Management
Colorado
$223K – – –
PG
927
Proffitt & Goodson
Tennessee
$222K – – –
FMWA
928
Forvis Mazars Wealth Advisors
Missouri
$220K +$220K +1,467 New
FWM
929
Fairhaven Wealth Management
Illinois
$219K +$1.05K +7 +0.5%
KWS
930
Keystone Wealth Services
California
$218K -$80.2K -535 -27%
HCA
931
Harbour Capital Advisors
Virginia
$217K -$6K -40 -3%
EK
932
Evensky & Katz
Florida
$217K – – –
T
933
TNF
Montana
$216K – – –
RF
934
RHS Financial
California
$216K +$216K +1,439 New
HSA
935
HBK Sorce Advisory
Pennsylvania
$214K -$291K -1,942 -58%
WIM
936
Warwick Investment Management
Texas
$212K – – –
CAG
937
Crestwood Advisors Group
Massachusetts
$212K +$25.5K +170 +14%
FT
938
Fiduciary Trust
Massachusetts
$212K +$27.7K +185 +15%
FHC
939
First Heartland Consultants
Missouri
$210K -$4.18K -28 -2%
CB
940
Community Bank
New York
$210K – – –
HJMC
941
Hellman Jordan Management Company
Massachusetts
$210K – – –
TWM
942
Thrive Wealth Management
Pennsylvania
$207K -$7.21K -48 -3%
JAG
943
Journey Advisory Group
Kentucky
$206K +$206K +1,250 New
HSBC Holdings
944
HSBC Holdings
United Kingdom
$206K +$206K +1,376 New
VBWMG
945
Von Berge Wealth Management Group
California
$205K -$150 -1 -0.1%
RJTCONH
946
Raymond James Trust Company of New Hampshire
New Hampshire
$205K – – –
GWM
947
Gray Wealth Management
Maine
$204K – – –
GFS
948
GYL Financial Synergies
Connecticut
$203K +$3.45K +23 +2%
DCM
949
DGS Capital Management
New Jersey
$203K +$9.74K +65 +5%
WCAMG
950
Woodard & Company Asset Management Group
North Carolina
$202K – – –
36 37
38
39 40