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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 %
IAMOG
951
Investors Asset Management of Georgia
Georgia
$105K – – –
PA
952
PSI Advisors
Florida
$105K – – –
LWP
953
Laurel Wealth Planning
Minnesota
$100K -$430 -3 -0.4%
FMB
954
Field & Main Bank
Kentucky
$100K – – –
EW
955
Evoke Wealth
California
$99K – – –
HPC
956
HM Payson & Co
Maine
$98K +$2.02K +14 +2%
National Bank of Canada
957
National Bank of Canada
Quebec, Canada
$97K – – –
ME
958
McIlrath & Eck
Washington
$93K +$1.86K +13 +2%
BEI
959
Benjamin Edwards Inc
Missouri
$89K -$2.16K -15 -2%
LB
960
Legacy Bridge
Iowa
$89K – – –
AIC
961
Archer Investment Corporation
Indiana
$87.5K – – –
Lazard Asset Management
962
Lazard Asset Management
New York
$87K – – –
SSB
963
Sandy Spring Bank
Maryland
$86K -$10.6K -75 -11%
CCP
964
Clarkston Capital Partners
Michigan
$84K – – –
WFA
965
Wipfli Financial Advisors
Wisconsin
$79K +$79K +552 New
RWA
966
RGT Wealth Advisors
Texas
$75K -$16K -112 -18%
IRC
967
Investors Research Corp
Georgia
$74K – – –
FFA
968
Founders Financial Alliance
North Carolina
$73K -$111K -775 -60%
BCPWM
969
Bradley & Co Private Wealth Management
Florida
$72K – – –
IF
970
Integrity Financial
Wyoming
$72K +$857 +6 +1%
OFG
971
Oxford Financial Group
Indiana
$65K +$65K +450 New
BBPWM
972
Blue Bell Private Wealth Management
Pennsylvania
$56K +$12.9K +90 +30%
VNA
973
Valley National Advisers
Pennsylvania
$54K +$154 +1 +0.3%
JFA
974
JNBA Financial Advisors
Minnesota
$53K – – –
TCWA
975
Ten Capital Wealth Advisors
Washington
$52K +$52K +360 New
37 38
39
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