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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.

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
1
Envestnet Asset Management
Illinois
$438M
2
Bessemer Group
2
Bessemer Group
New Jersey
$45.2M
3
JFG
3
JMG Financial Group
Illinois
$23.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$77.7M
5
AssetMark Inc
5
AssetMark Inc
California
$429M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.48B
2
TIM
2
Total Investment Management
Arizona
$1.85M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$25.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.59M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
WBG
76
Wharton Business Group
Pennsylvania
$21.9M 152,950 +3,330 +2%
SFP
77
Shepherd Financial Partners
Massachusetts
$21.9M 152,687 +36,541 +31%
EH
78
Equitable Holdings
New York
$20.5M 143,066 +12,558 +10%
MA
79
MUFG Americas
New York
$20.3M 141,706 -7,811 -5%
CAN
80
Cetera Advisor Networks
California
$20.2M 140,990 +10,743 +8%
WA
81
Wealth Architects
California
$20.2M 140,765 -4,867 -3%
Prudential Financial
82
Prudential Financial
New Jersey
$20.2M 139,765 +11,090 +9%
CPO
83
Cerity Partners OCIO
New York
$20.1M 140,464 -2,490 -2%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$20M 139,596 +4,217 +3%
PAS
85
Park Avenue Securities
New York
$19.7M 137,241 +17,709 +15%
GT
86
Glenmede Trust
Pennsylvania
$19.3M 134,768 -636 -0.5%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$19.1M 133,037 +8,551 +7%
EWM
88
Empirical Wealth Management
Washington
$18.9M 132,103 +12,261 +10%
AMG
89
Asset Management Group
Connecticut
$18.9M 131,734 +3,009 +2%
KAS
90
Kestra Advisory Services
Texas
$18.5M 129,001 +41,176 +47%
BIA
91
BHK Investment Advisors
Alabama
$18.5M 128,963 -8,048 -6%
Victory Capital Management
92
Victory Capital Management
Texas
$18.5M 128,691 – –
AA
93
ALPS Advisors
Colorado
$18.4M 128,470 -1,905 -1%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$18.1M 125,908 +6,080 +5%
FWP
95
Falcon Wealth Planning
California
$17.6M 122,709 +12,299 +11%
BCIM
96
Bishop & Co Investment Management
Pennsylvania
$17.4M 121,120 +315 +0.3%
MGIA
97
Moneta Group Investment Advisors
Missouri
$17.2M 119,672 -3,689 -3%
MAM
98
Marotta Asset Management
Virginia
$17.1M 119,207 +1,988 +2%
AWM
99
AE Wealth Management
Kansas
$17M 118,256 +5,393 +5%
FSWA
100
Financial Synergies Wealth Advisors
Texas
$16.9M 118,126 -5,215 -4%
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