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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.48B
2
TIM
Total Investment Management
Arizona
$1.85M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$25.6M
4
AWA
Arete Wealth Advisors
Illinois
$1.59M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
976
Provident Wealth Management
Tennessee
$51K – – –
MAWCM
977
Mine & Arao Wealth Creation & Management
California
$47K – – –
AWM
978
Abound Wealth Management
Tennessee
$46.9K +$1.43K +10 +3%
HDIM
979
Hanson & Doremus Investment Management
Vermont
$45K – – –
FCB
980
First Command Bank
Texas
$44K – – –
HCM
981
Horrell Capital Management
Arkansas
$44K – – –
FCFS
982
First Command Financial Services
Texas
$44K – – –
Barclays
983
Barclays
United Kingdom
$43K – – –
BWS
984
BCR Wealth Strategies
Alabama
$41K – – –
CWM
985
Castle Wealth Management
Florida
$40K -$10.5K -73 -21%
OCM
986
Orion Capital Management
California
$40K – – –
PCFFS
987
Pacific Center for Financial Services
California
$40K – – –
FMTCOCP
988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K – – –
CAAS
989
Capital Asset Advisory Services
Michigan
$39K +$857 +6 +2%
TF
990
Tompkins Financial
New York
$38K +$25K +176 +191%
GEA
991
Glen Eagle Advisors
New Jersey
$36.7K +$15.9K +111 +77%
MPCG
992
Matrix Private Capital Group
New York
$36K – – –
GCM
993
Garland Capital Management
Washington
$35K +$142 +1 +0.4%
GWM
994
Guardian Wealth Management
Illinois
$35K +$14.3K +101 +69%
JHCP
995
Jackson Hole Capital Partners
Oklahoma
$35K +$27.8K +192 +384%
HFS
996
Hantz Financial Services
Michigan
$33K – – –
PFA
997
Professional Financial Advisors
Nebraska
$32K +$145 +1 +0.5%
OPW
998
Oxler Private Wealth
New York
$31.7K +$15.5K +120 +96%
WPA
999
West Paces Advisors
Georgia
$31.1K – – –
ACK
1000
Andrew C. Karlinski
$31K – – –
38 39
40
41 42