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Vanguard Small-Cap Value ETF
VBR

1,152 hedge funds and large institutions have $15.8B invested in Vanguard Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 525 increasing their positions, 341 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $5.38M

54% more repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 341

41% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 74

6% more funds holding in top 10

Funds holding in top 10: 99 → 105 (+6)

5.37% more ownership

Funds ownership: 59.58% → 64.94% (+5.4%)

1% more funds holding

Funds holding: 1,141 → 1,152 (+11)

1% less capital invested

Capital invested by funds: $16B → $15.8B (-$181M)

Holders
1,152
Holders Change
+11
Holders Change %
+0.96%
% of All Funds
18.17%
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
525
Reduced
341
Closed
74
Calls
$12.4M
Puts
$5.38M
Net Calls
+$7.06M
Net Calls Change
+$191K

Top Buyers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
+$1.4B
2
Bank of America
Bank of America
North Carolina
+$179M
3
Citadel Advisors
Citadel Advisors
Florida
+$138M
4
Bessemer Group
Bessemer Group
New Jersey
+$51.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$731M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.8M
3
BCM
Brookstone Capital Management
Illinois
-$23.3M
4
TM
Titan Managers
Arizona
-$10.6M
5
EA
Efficient Advisors
Ohio
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Abound Wealth Management
Tennessee
$46K -$11.5K -66 -20%
GCM
1052
Garland Capital Management
Washington
$43K +$174 +1 +0.4%
COCM
1053
Charter Oak Capital Management
New Hampshire
$39K +$4.35K +25 +13%
Simplex Trading
1054
Simplex Trading
Illinois
$39K +$39.5K +227 New
WPA
1055
West Paces Advisors
Georgia
$38.2K – – –
FFA
1056
Freedman Financial Associates
Massachusetts
$38K +$37K +213 New
ACK
1057
Andrew C. Karlinski
$38K +$37.9K +218 New
HFS
1058
Hantz Financial Services
Michigan
$37K -$695 -4 -2%
CSWG
1059
Cardinal Strategic Wealth Guidance
Kentucky
$37K +$36.5K +210 New
KTC
1060
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
EW
1061
Element Wealth
Mississippi
$36K +$174 +1 +0.5%
MWM
1062
Mascoma Wealth Management
New Hampshire
$35K -$11.6K -67 -25%
AWM
1063
Aberdeen Wealth Management
Illinois
$35K +$34.8K +200 New
GFPC
1064
Global Financial Private Client
Florida
$33.6K – – –
WT
1065
Washington Trust
Rhode Island
$33K +$1.74K +10 +6%
SBL
1066
Sargent Bickham Lagudis
Colorado
$32K -$174 -1 -0.5%
AP
1067
Atwood & Palmer
Missouri
$32K – – –
MPCG
1068
Matrix Private Capital Group
New York
$32K – – –
PFA
1069
Professional Financial Advisors
Nebraska
$32K +$174 +1 +0.5%
SFC
1070
SYM Financial Corp
Indiana
$32K +$348 +2 +1%
IWP
1071
IAG Wealth Partners
Wisconsin
$30K – – –
MAM
1072
Meeder Asset Management
Ohio
$29K – – –
CAM
1073
Costello Asset Management
Pennsylvania
$28K +$174 +1 +0.6%
IRAG
1074
Investment Research & Advisory Group
Georgia
$28K +$27.8K +160 New
WWM
1075
Wolff Wiese Magana
California
$27K -$6.26K -36 -19%
41 42
43
44 45

VBR Hedge Fund Activity: Q1 2022 in Review

1,152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2022, worth a combined $15.8B — down 1.1% from $16B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VBR positions and 74 closed out — a net gain of 30 holders — while 525 added to existing stakes and 341 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.4B. The largest seller was Jones Financial Companies, cutting an estimated $731M.

  • 1,152 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2022, up from 1,141 in Q4 2021.
  • Funds reported $15.8B of Vanguard Small-Cap Value ETF stock for Q1 2022, down 1.1% quarter-over-quarter.
  • 104 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2022 and 74 closed out, a net change of +30 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.4B added.
  • The largest Vanguard Small-Cap Value ETF seller in Q1 2022 was Jones Financial Companies, an estimated $731M sold.

Based on aggregated 13F filings for Q1 2022.