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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$1.4B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$179M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$138M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$51.7M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$731M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$65.8M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$23.3M |
| 4 |
TM
Titan Managers
Scottsdale,
Arizona
|
-$10.6M |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$10.2M |
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.