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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 %
DWA
1126
Dougherty Wealth Advisers
Minnesota
$6K – – –
HFS
1127
HBC Financial Services
Washington
$5K – – –
SIS
1128
Sound Income Strategies
Florida
$5K – – –
VRM
1129
Vectors Research Management
New York
$5K – – –
PWMG
1130
Prestige Wealth Management Group
New Jersey
$5K – – –
BA
1131
Bivin & Associates
Oklahoma
$5K – – –
OSNBOA
1132
Old Second National Bank of Aurora
Illinois
$5K +$5K +28 New
FAM
1133
Frontier Asset Management
Wyoming
$4K -$758K -3,978 -99%
GAM
1134
Gemmer Asset Management
California
$4K – – –
JMF
1135
Johnson Midwest Financial
Iowa
$4K – – –
RPCA
1136
Running Point Capital Advisors
California
$4K – – –
WFA
1137
WestHill Financial Advisors
California
$3K – – –
WOC
1138
West Oak Capital
California
$3K – – –
DAC
1139
Dividend Assets Capital
South Carolina
$3K +$3K +17 New
KFS
1140
Kelly Financial Services
Massachusetts
$2.63K – – –
JWA
1141
JFS Wealth Advisors
Pennsylvania
$2K -$3.23K -21 -62%
ZIG
1142
Zullo Investment Group
Pennsylvania
$2K – – –
IBOK
1143
Independence Bank of Kentucky
Kentucky
$2K – – –
SCM
1144
SevenOneSeven Capital Management
Pennsylvania
$2K – – –
CT
1145
Clearstead Trust
Maine
$2K +$1.57K +11 +367%
CIA
1146
Cascade Investment Advisors
Oregon
$1.76K – – –
NDSI
1147
Newman Dignan & Sheerar Inc
Rhode Island
$1.47K +$740 +4,203 +101%
CIA
1148
Choate Investment Advisors
Massachusetts
$1K – – –
BIM
1149
Baldwin Investment Management
Pennsylvania
$969 +$170 +964 +21%
WWP
1150
WR Wealth Planners
Missouri
$880 +$880 +5 New
44 45
46
47 48