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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 %
EA
1126
Evolution Advisers
Virginia
$1K +$1K +7 New
FCAS
1127
First Command Advisory Services
Texas
$1K +$1K +7 New
MIM
1128
Macroview Investment Management
Maryland
$1K +$1K +9 New
BIM
1129
Baldwin Investment Management
Pennsylvania
$846 +$21 +140 +3%
TAM
1130
Tucker Asset Management
Colorado
$449 +$449 +3 New
AR
1131
Apeiron RIA
Texas
$368 +$368 +246 New
IFO
1132
Independent Family Office
New York
$208 – – –
Citadel Advisors
1133
Citadel Advisors
Florida
– -$140M -794,468 Closed
BTCPP
1134
Border to Coast Pensions Partnership
United Kingdom
– -$42M -239,052 Closed
Jane Street
1135
Jane Street
New York
– -$14.6M -82,986 Closed
CIAS
1136
CFS Investment Advisory Services
New Jersey
– -$52K -53,268 Closed
MWM
1137
MinichMacGregor Wealth Management
New York
– -$8.73M -49,633 Closed
HIP
1138
HUB Investment Partners
Texas
– -$6.17M -35,092 Closed
GI
1139
Glovista Investments
New Jersey
– -$5.39M -30,622 Closed
TIAM2
1140
Tru Independence Asset Management 2
Oregon
– -$5.1M -28,988 Closed
LWMNY
1141
Landmark Wealth Management (New York)
New York
– -$2.35M -26,580 Closed
BCM
1142
Beck Capital Management
Texas
– -$2.34M -13,311 Closed
BDWCC
1143
B&D White Capital Company
Texas
– -$2.29M -13,021 Closed
Millennium Management
1144
Millennium Management
New York
– -$2.29M -12,989 Closed
ADL
1145
Asset Dedication LLC
California
– -$1.52M -8,634 Closed
FANJ
1146
Financial Architects (New Jersey)
New Jersey
– -$1.49M -8,447 Closed
PWS
1147
Precision Wealth Strategies
Missouri
– -$1.46M -8,290 Closed
Boston Partners
1148
Boston Partners
Massachusetts
– -$1.18M -6,902 Closed
CA
1149
Calton & Associates
Florida
– -$802K -4,561 Closed
CTFG
1150
Capstone Triton Financial Group
Oklahoma
– -$613K -3,687 Closed
44 45
46
47 48