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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 %
WCAMG
951
Woodard & Company Asset Management Group
North Carolina
$202K – – –
IAG
952
Investment Advisory Group
Massachusetts
$201K – – –
SPWM
953
Schrum Private Wealth Management
Florida
$201K – – –
WF
954
WoodTrust Financial
Wisconsin
$201K +$201K +1,344 New
RWM
955
Ritholtz Wealth Management
New York
$200K -$1.65K -11 -0.8%
HBW
956
Hazlett, Burt & Watson
West Virginia
$193K +$4.35K +29 +2%
FFA
957
Founders Financial Alliance
North Carolina
$193K +$116K +775 +152%
VVP
958
Venture Visionary Partners
Ohio
$192K -$99.2K -662 -34%
PB
959
Pinnacle Bancorp
Nebraska
$186K +$3.59K +24 +2%
KFI
960
Key Financial Inc
Pennsylvania
$184K – – –
CCM
961
Colorado Capital Management
Colorado
$179K – – –
DWMG
962
DB Wealth Management Group
California
$179K +$34.1K +227 +23%
S
963
Surevest
California
$178K +$300 +2 +0.2%
TH
964
TCTC Holdings
Texas
$174K – – –
GIA
965
GHP Investment Advisors
Colorado
$168K +$105K +700 +165%
WB
966
West Bancorporation
Iowa
$167K +$158K +1,055 +1,730%
CFN
967
Cordasco Financial Network
Florida
$166K +$300 +2 +0.2%
CA
968
CoreCap Advisors
Michigan
$164K +$164K +1,091 New
NL
969
NVWM LLC
Pennsylvania
$159K – – –
LCM
970
Logan Capital Management
Pennsylvania
$159K – – –
ECM
971
EMC Capital Management
Texas
$156K – – –
SN
972
Sittner & Nelson
Oregon
$154K – – –
JGIA
973
Jackson Grant Investment Advisers
Connecticut
$154K +$751 +5 +0.5%
CSPIA
974
Cary Street Partners Investment Advisory
Virginia
$152K +$152K +1,011 New
BWM
975
BerganKDV Wealth Management
Minnesota
$150K – – –
37 38
39
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