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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.18%
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
Bank of America
North Carolina
$2.87B
2
Citadel Advisors
Citadel Advisors
Florida
$140M
3
Bessemer Group
Bessemer Group
New Jersey
$54.1M
4
AWA
Aaron Wealth Advisors
Illinois
$46.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$424M
3
BCM
Brookstone Capital Management
Illinois
$27.4M
4
TM
Titan Managers
Arizona
$0
5
EA
Efficient Advisors
Ohio
$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
976
Claris Advisors
Missouri
$204K – – –
FCIM
977
Fairview Capital Investment Management
California
$202K +$202K +1,150 New
OWA
978
Opal Wealth Advisors
New York
$201K +$201K +1,144 New
CFN
979
Cordasco Financial Network
Florida
$194K +$176 +1 +0.1%
LCM
980
Logan Capital Management
Pennsylvania
$187K – – –
MCC
981
Money Concepts Capital
Florida
$187K +$93.1K +528 +99%
NL
982
NVWM LLC
Pennsylvania
$187K +$101K +575 +118%
BlackRock
983
BlackRock
New York
$183K +$4.58K +26 +3%
ECM
984
EMC Capital Management
Texas
$182K -$86.2K -489 -32%
SN
985
Sittner & Nelson
Oregon
$181K – – –
Franklin Resources
986
Franklin Resources
California
$179K -$55.8K -317 -24%
JGIA
987
Jackson Grant Investment Advisers
Connecticut
$179K +$179K +1,020 New
BWM
988
BerganKDV Wealth Management
Minnesota
$176K -$197K -1,122 -53%
DWMG
989
DB Wealth Management Group
California
$170K +$54.4K +309 +47%
IIL
990
Insight Inv LLC
California
$165K -$5.29K -30 -3%
BFG
991
Baron Financial Group
New Jersey
$163K – – –
FPB
992
First PREMIER Bank
South Dakota
$160K – – –
PIM
993
Progressive Investment Management
Oregon
$158K – – –
CT
994
Cambridge Trust
Massachusetts
$153K +$123K +700 +417%
HI
995
Hudock Inc
Pennsylvania
$146K +$176 +1 +0.1%
PO
996
Private Ocean
California
$141K – – –
GLLW
997
Graves Light Lenhart Wealth
Virginia
$141K – – –
KIG
998
Kessler Investment Group
Indiana
$128K -$15.9K -90 -11%
BEI
999
Benjamin Edwards Inc
Missouri
$126K +$6.34K +36 +5%
Deutsche Bank
1000
Deutsche Bank
Germany
$124K -$66K -375 -35%
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40
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