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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
18.18%
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
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 %
SSB
1026
Sandy Spring Bank
Maryland
$73K 412 -87 -17%
BW
1027
Bison Wealth
Georgia
$71K 405 – –
FF
1028
FourThought Financial
Florida
$68K 384 +372 +3,100%
JFA
1029
JNBA Financial Advisors
Minnesota
$65K 367 -235 -39%
PWM
1030
Provident Wealth Management
Tennessee
$63K 357 – –
VNA
1031
Valley National Advisers
Pennsylvania
$62K 350 – –
HDIM
1032
Hanson & Doremus Investment Management
Vermont
$59K 334 +1 +0.3%
MAWCM
1033
Mine & Arao Wealth Creation & Management
California
$57K 325 – –
FCFS
1034
First Command Financial Services
Texas
$54K 305 -7 -2%
FCB
1035
First Command Bank
Texas
$54K 305 -7 -2%
HCM
1036
Horrell Capital Management
Arkansas
$54K 308 – –
CPFP
1037
Clear Perspectives Financial Planning
Ohio
$53K 300 -31 -9%
Barclays
1038
Barclays
United Kingdom
$53K 300 – –
BBPWM
1039
Blue Bell Private Wealth Management
Pennsylvania
$53K 300 +300 New
SCA
1040
Stonebridge Capital Advisors
Minnesota
$52K 295 -369 -56%
CIAS
1041
CFS Investment Advisory Services
New Jersey
$52K 53,268 +53,268 New
BWS
1042
BCR Wealth Strategies
Alabama
$51K 289 – –
PCFFS
1043
Pacific Center for Financial Services
California
$49K 277 – –
OCM
1044
Orion Capital Management
California
$49K 278 – –
NFSG
1045
Newbridge Financial Services Group
Florida
$49K 280 +160 +133%
CAAS
1046
Capital Asset Advisory Services
Michigan
$48K 272 +1 +0.4%
FMTCOCP
1047
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K 275 +275 New
AWM
1048
Abound Wealth Management
Tennessee
$46K 262 -66 -20%
GCM
1049
Garland Capital Management
Washington
$43K 244 +1 +0.4%
COCM
1050
Charter Oak Capital Management
New Hampshire
$39K 223 +25 +13%
40 41
42
43 44