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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.

Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.19%
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
1
Bank of America
North Carolina
$2.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$140M
3
Bessemer Group
3
Bessemer Group
New Jersey
$54.1M
4
AWA
4
Aaron Wealth Advisors
Illinois
$46.1M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$41.9M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$424M
3
BCM
3
Brookstone Capital Management
Illinois
$27.4M
4
TM
4
Titan Managers
Arizona
$0
5
EA
5
Efficient Advisors
Ohio
$98.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
76
MUFG Americas
New York
$27.8M 157,744 +12,239 +8%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$27.5M 156,020 -1,629 -1%
BCM
78
Brookstone Capital Management
Illinois
$27.4M 160,284 -134,065 -46%
AWA
79
Arete Wealth Advisors
Illinois
$27.1M 153,956 +10,554 +7%
EH
80
Equitable Holdings
New York
$26.9M 152,869 -10,619 -6%
APG
81
Abacus Planning Group
South Carolina
$25.8M 146,415 +11,655 +9%
WA
82
Wealth Architects
California
$25.1M 142,854 +3,270 +2%
AA
83
ALPS Advisors
Colorado
$24.6M 140,055 +51,680 +58%
WBG
84
Wharton Business Group
Pennsylvania
$24.6M 139,875 +2,585 +2%
Allianz Asset Management
85
Allianz Asset Management
Germany
$23.8M 135,550 – –
FSWA
86
Financial Synergies Wealth Advisors
Texas
$23.7M 134,684 -3,603 -3%
TC
87
Trilogy Capital
California
$23.4M 132,778 +9,909 +8%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$23.4M 132,717 +11,470 +9%
EWM
89
Empirical Wealth Management
Washington
$22.7M 129,168 +13,845 +12%
BIA
90
BHK Investment Advisors
Alabama
$22.5M 127,777 -1,184 -0.9%
BCIM
91
Bishop & Co Investment Management
Pennsylvania
$22.1M 125,549 +431 +0.3%
AMG
92
Asset Management Group
Connecticut
$22M 125,140 +2,329 +2%
Prudential Financial
93
Prudential Financial
New Jersey
$21.9M 124,501 +52,886 +74%
AWM
94
AE Wealth Management
Kansas
$21.8M 123,818 +7,720 +7%
Victory Capital Management
95
Victory Capital Management
Texas
$21.2M 128,691 +20,966 +19%
BWM
96
Brickley Wealth Management
California
$21M 119,621 -2,218 -2%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$20.3M 115,455 +15,643 +16%
JCM
98
Jacobsen Capital Management
Utah
$19.8M 112,363 +36,026 +47%
SFP
99
Shepherd Financial Partners
Massachusetts
$19.7M 111,714 +38,028 +52%
CCM
100
Carlson Capital Management
Minnesota
$19.4M 110,102 -2,244 -2%
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4
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