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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,133 hedge funds and large institutions have $12.5B invested in Vanguard Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 461 increasing their positions, 408 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
19.16%
Holding in Top 10
99
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.71%
% of All Funds
1.67%
New
86
Increased
461
Reduced
408
Closed
89
Calls
$9.26M
Puts
$6M
Net Calls
+$3.27M
Net Calls Change
-$3.8M

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$403M
4
UBS Group
4
UBS Group
Switzerland
$300M
5
SC
5
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1101
Systematic Financial Management
New Jersey
$5K +$5K +35 New
BA
1102
Bivin & Associates
Oklahoma
$4K – – –
OSNBOA
1103
Old Second National Bank of Aurora
Illinois
$4K – – –
VRM
1104
Vectors Research Management
New York
$4K – – –
PWMG
1105
Prestige Wealth Management Group
New Jersey
$4K – – –
AW
1106
ACG Wealth
Georgia
$4K +$4K +24 New
RMC
1107
Resources Management Corp
Connecticut
$4K +$4K +25 New
RPCA
1108
Running Point Capital Advisors
California
$3K – – –
DAC
1109
Dividend Assets Capital
South Carolina
$3K – – –
WOC
1110
West Oak Capital
California
$3K – – –
JMF
1111
Johnson Midwest Financial
Iowa
$3K – – –
LDFR
1112
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$3K +19 New
BRWM
1113
B. Riley Wealth Management
Tennessee
$2.58K -$51 -338 -2%
KFS
1114
Kelly Financial Services
Massachusetts
$2.25K – – –
IFA
1115
Interactive Financial Advisors
Illinois
$2K -$90.7K -635 -98%
JWA
1116
JFS Wealth Advisors
Pennsylvania
$2K – – –
CT
1117
Clearstead Trust
Maine
$2K – – –
SCM
1118
SevenOneSeven Capital Management
Pennsylvania
$2K – – –
SC
1119
Schubert & Co
Texas
$2K +$2K +12 New
CMP
1120
Coston McIsaac & Partners
Maine
$2K +$2K +15 New
CIA
1121
Cascade Investment Advisors
Oregon
$1.5K – – –
WFA
1122
WestHill Financial Advisors
California
$1K -$778 -7 -44%
ZIG
1123
Zullo Investment Group
Pennsylvania
$1K – – –
IBOK
1124
Independence Bank of Kentucky
Kentucky
$1K – – –
TFA
1125
Transamerica Financial Advisors
Florida
$1K +$1K +6 New
43 44
45
46 47