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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
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$403M
4
UBS Group
UBS Group
Switzerland
$300M
5
SC
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bessemer Group
Bessemer Group
New Jersey
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
1201
Clear Perspectives Financial Planning
Ohio
– -$53K -300 Closed
Simplex Trading
1202
Simplex Trading
Illinois
– -$39K -227 Closed
FFA
1203
Freedman Financial Associates
Massachusetts
– -$38K -213 Closed
SFC
1204
SYM Financial Corp
Indiana
– -$32K -182 Closed
AP
1205
Atwood & Palmer
Missouri
– -$32K -180 Closed
IRAG
1206
Investment Research & Advisory Group
Georgia
– -$28K -160 Closed
IFAM
1207
Institutional & Family Asset Management
Colorado
– -$25K -141 Closed
FP
1208
Financial Perspectives
Minnesota
– -$24.3K -138 Closed
APW
1209
Acima Private Wealth
Virginia
– -$18K -104 Closed
HA
1210
Herold Advisors
New York
– -$17.6K -100 Closed
GA
1211
GoalVest Advisory
New York
– -$16K -90 Closed
VCM
1212
Vigilant Capital Management
Maine
– -$11K -61 Closed
FWM
1213
Focused Wealth Management
New York
– -$11K -60 Closed
PWP
1214
Pursue Wealth Partners
California
– -$6.17K -36 Closed
DWA
1215
Dougherty Wealth Advisers
Minnesota
– -$6K -35 Closed
HFS
1216
HBC Financial Services
Washington
– -$5K -30 Closed
GAM
1217
Gemmer Asset Management
California
– -$4K -27 Closed
FAM
1218
Frontier Asset Management
Wyoming
– -$4K -21 Closed
WWP
1219
WR Wealth Planners
Missouri
– -$880 -5 Closed
CIA
1220
Choate Investment Advisors
Massachusetts
– -$1K -3 Closed
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