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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
18.19%
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 %
PAS
101
Park Avenue Securities
New York
$19M 108,117 +12,011 +12%
NQWM
102
Northwest Quadrant Wealth Management
Oregon
$19M 107,665 +3,928 +4%
BWM
103
Baystate Wealth Management
Massachusetts
$18.6M 105,601 -346 -0.3%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$18.5M 104,944 +11,547 +12%
GT
105
Glenmede Trust
Pennsylvania
$18.5M 104,924 +1,368 +1%
SC
106
Sepio Capital
Utah
$18.3M 104,278 +104,278 New
FWP
107
Falcon Wealth Planning
California
$18.2M 103,521 +10,298 +11%
Comerica Bank
108
Comerica Bank
Texas
$17.9M 100,484 +2,434 +2%
SWA
109
Strategies Wealth Advisors
Michigan
$17.7M 100,629 +14,428 +17%
PAG
110
Private Advisor Group
New Jersey
$17.7M 100,400 +10,124 +11%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$17.3M 98,384 -20,052 -17%
CAN
112
Cetera Advisor Networks
California
$17.3M 98,201 +18,112 +23%
F
113
F3Logic
Minnesota
$17.2M 97,843 +455 +0.5%
AWM
114
Avior Wealth Management
Nebraska
$17.2M 97,590 +5,440 +6%
MAM
115
Marotta Asset Management
Virginia
$16.8M 95,617 +10,271 +12%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$16.5M 93,677 -1,611 -2%
MGIA
117
Moneta Group Investment Advisors
Missouri
$15.7M 89,462 +10,977 +14%
TWM
118
Tradition Wealth Management
Minnesota
$15.6M 88,828 +1,076 +1%
JIR
119
James Investment Research
Ohio
$15.5M 88,335 +8,771 +11%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$15.5M 86,466 +31,477 +57%
BCWM
121
Bartlett & Co Wealth Management
Ohio
$14.9M 84,894 +496 +0.6%
BC
122
Bartlett & Co
Ohio
$14.9M 84,894 +496 +0.6%
SIM
123
Studio Investment Management
Illinois
$14.9M 84,465 +70,498 +505%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$14.8M 84,071 +615 +0.7%
TWP
125
Total Wealth Planning
Ohio
$14.7M 83,821 +24,830 +42%
3 4
5
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