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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.

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 %
HF
1151
Halpern Financial
Virginia
– -$624K -3,548 Closed
MFA
1152
McClarren Financial Advisors
Pennsylvania
– -$602K -3,437 Closed
AFA
1153
Arlington Financial Advisors
California
– -$604K -3,432 Closed
DA
1154
Doliver Advisors
Texas
– -$575K -3,267 Closed
Fisher Asset Management
1155
Fisher Asset Management
Washington
– -$492K -2,798 Closed
YIH
1156
Y-Intercept (HK)
Hong Kong
– -$452K -2,568 Closed
CGIM
1157
Cannon Global Investment Management
Florida
– -$405K -2,300 Closed
Qube Research & Technologies (QRT)
1158
Qube Research & Technologies (QRT)
United Kingdom
– -$369K -2,100 Closed
PA
1159
Pinnacle Associates
New York
– -$366K -2,080 Closed
RPGK
1160
Retirement Planning Group (Kansas)
Kansas
– -$359K -2,041 Closed
VNB
1161
Virginia National Bank
Virginia
– -$315K -1,790 Closed
MFA
1162
Mayflower Financial Advisors
Massachusetts
– -$309K -1,756 Closed
SSWM
1163
Sheets Smith Wealth Management
North Carolina
– -$287K -1,630 Closed
PWMAG
1164
Pinnacle Wealth Management Advisory Group
New Jersey
– -$278K -1,581 Closed
GLA
1165
Good Life Advisors
Pennsylvania
– -$267K -1,518 Closed
CAM
1166
Crestone Asset Management
Colorado
– -$246K -1,399 Closed
VA
1167
Valmark Advisers
Ohio
– -$245K -1,394 Closed
W
1168
Wealthquest
Ohio
– -$244K -1,367 Closed
WFA
1169
WMG Financial Advisors
Tennessee
– -$237K -1,342 Closed
W
1170
WealthOne
New York
– -$235K -1,338 Closed
CA
1171
Claro Advisors
Massachusetts
– -$233K -1,304 Closed
RMDI
1172
R.M. Davis Inc
Maine
– -$227K -1,291 Closed
SFS
1173
Strategic Financial Services
New York
– -$227K -1,290 Closed
FPCP
1174
Fort Point Capital Partners
California
– -$227K -1,289 Closed
WA
1175
Wealth Advisors
California
– -$223K -1,270 Closed
45 46
47
48 49