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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.

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
1
Bank of America
North Carolina
$2.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$140M
3
Bessemer Group
3
Bessemer Group
New Jersey
$54.1M
4
AWA
4
Aaron Wealth Advisors
Illinois
$46.1M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$41.9M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$888M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$424M
3
BCM
3
Brookstone Capital Management
Illinois
$27.4M
4
TM
4
Titan Managers
Arizona
$0
5
EA
5
Efficient Advisors
Ohio
$98.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CCMG
1176
Clark Capital Management Group
Pennsylvania
– – -1,698 Closed
Susquehanna International Group
1177
Susquehanna International Group
Pennsylvania
– – -1,666 Closed
Principal Financial Group
1178
Principal Financial Group
Iowa
– – -1,392 Closed
JCIA
1179
Jackson Creek Investment Advisors
Colorado
– – -1,374 Closed
BNP Paribas Financial Markets
1180
BNP Paribas Financial Markets
France
– – -1,356 Closed
TBNY
1181
Trustco Bank (New York)
New York
– – -1,348 Closed
AWA
1182
Alaska Wealth Advisors
Alaska
– – -1,231 Closed
PWM
1183
Paulson Wealth Management
Illinois
– – -1,218 Closed
C
1184
CEDRUS
Colorado
– – -1,214 Closed
MJRIC
1185
Mogy Joel R Investment Counsel
California
– – -1,200 Closed
WF
1186
WoodTrust Financial
Wisconsin
– – -1,177 Closed
ACM
1187
Advance Capital Management
Michigan
– – -1,145 Closed
RPG
1188
Resource Planning Group
Georgia
– – -1,133 Closed
LRPA
1189
L. Roy Papp & Associates
Arizona
– – -1,126 Closed
BWM
1190
Birchcreek Wealth Management
Ohio
– – -1,121 Closed
JAG
1191
Journey Advisory Group
Kentucky
– – -1,116 Closed
SFM
1192
Systematic Financial Management
New Jersey
– – -903 Closed
TCM
1193
TD Capital Management
Tennessee
– – -876 Closed
AWA
1194
Aquire Wealth Advisors
Utah
– – -676 Closed
RPCONE
1195
Retirement Planning Company of New England
Rhode Island
– – -573 Closed
CA
1196
CoreCap Advisors
Michigan
– – -450 Closed
CWS
1197
Confluence Wealth Services
Pennsylvania
– – -411 Closed
RK
1198
Rather & Kittrell
Tennessee
– – -401 Closed
MWM
1199
Marietta Wealth Management
Georgia
– – -373 Closed
IAG
1200
Investmark Advisory Group
Connecticut
– – -370 Closed
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48
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