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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MA
76
MUFG Americas
New York
$22.4M 149,517 -8,227 -5%
WA
77
Wealth Architects
California
$21.8M 145,632 +2,778 +2%
CPO
78
Cerity Partners OCIO
New York
$21.4M 142,954 -115,497 -45%
BIA
79
BHK Investment Advisors
Alabama
$20.5M 137,011 +9,234 +7%
GT
80
Glenmede Trust
Pennsylvania
$20.3M 135,404 +30,480 +29%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$20.3M 135,379 -20,641 -13%
EH
82
Equitable Holdings
New York
$19.6M 130,508 -22,361 -15%
AA
83
ALPS Advisors
Colorado
$19.5M 130,375 -9,680 -7%
CAN
84
Cetera Advisor Networks
California
$19.5M 130,247 +32,046 +33%
Prudential Financial
85
Prudential Financial
New Jersey
$19.4M 128,675 +4,174 +3%
AMG
86
Asset Management Group
Connecticut
$19.3M 128,725 +3,585 +3%
Victory Capital Management
87
Victory Capital Management
Texas
$19.3M 128,691 – –
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$18.7M 124,486 -8,231 -6%
MGIA
89
Moneta Group Investment Advisors
Missouri
$18.5M 123,361 +33,899 +38%
FSWA
90
Financial Synergies Wealth Advisors
Texas
$18.5M 123,341 -11,343 -8%
BCIM
91
Bishop & Co Investment Management
Pennsylvania
$18.1M 120,805 -4,744 -4%
EWM
92
Empirical Wealth Management
Washington
$18M 119,842 -9,326 -7%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$18M 119,828 +4,373 +4%
PAS
94
Park Avenue Securities
New York
$17.9M 119,532 +11,415 +11%
MAM
95
Marotta Asset Management
Virginia
$17.8M 117,219 +21,602 +23%
BWM
96
Brickley Wealth Management
California
$17.8M 118,657 -964 -0.8%
SFP
97
Shepherd Financial Partners
Massachusetts
$17.4M 116,146 +4,432 +4%
JCM
98
Jacobsen Capital Management
Utah
$17M 113,382 +1,019 +0.9%
NQWM
99
Northwest Quadrant Wealth Management
Oregon
$16.9M 112,026 +4,361 +4%
AWM
100
AE Wealth Management
Kansas
$16.9M 112,863 -10,955 -9%
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4
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