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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 Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$16.9M 112,519 +7,575 +7%
FWP
102
Falcon Wealth Planning
California
$16.5M 110,410 +6,889 +7%
BWM
103
Baystate Wealth Management
Massachusetts
$16.4M 109,508 +3,907 +4%
SWA
104
Strategies Wealth Advisors
Michigan
$16.4M 109,327 +8,698 +9%
PAG
105
Private Advisor Group
New Jersey
$16.1M 107,586 +7,186 +7%
Comerica Bank
106
Comerica Bank
Texas
$15.8M 100,966 +482 +0.5%
CCM
107
Carlson Capital Management
Minnesota
$15.1M 100,740 -9,362 -9%
AWM
108
Avior Wealth Management
Nebraska
$14.6M 97,226 -364 -0.4%
RVPG
109
Relative Value Partners Group
$14.1M 86,548 +21,138 +32%
PPW
110
Pasadena Private Wealth
California
$13.8M 91,927 +11,431 +14%
UOMF
111
University of Maryland Foundation
Maryland
$13.7M 91,176 +61,695 +209%
SIM
112
Studio Investment Management
Illinois
$13.4M 89,149 +4,684 +6%
TWM
113
Tradition Wealth Management
Minnesota
$13.3M 88,754 -74 -0.1%
KAS
114
Kestra Advisory Services
Texas
$13.2M 87,825 +10,967 +14%
BCM
115
Brookstone Capital Management
Illinois
$13M 85,698 -74,586 -47%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$13M 86,476 +2,405 +3%
TWP
117
Total Wealth Planning
Ohio
$12.8M 85,399 +1,578 +2%
JIR
118
James Investment Research
Ohio
$12.7M 84,792 -3,543 -4%
KCPG
119
Kavar Capital Partners Group
Kansas
$12.6M 83,879 +801 +1%
BC
120
Bartlett & Co
Ohio
$12.5M 83,358 -1,536 -2%
BCWM
121
Bartlett & Co Wealth Management
Ohio
$12.5M 83,358 -1,536 -2%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$12.3M 82,054 -16,330 -17%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$12.2M 81,248 -12,429 -13%
NA
124
NewEdge Advisors
Louisiana
$12.2M 81,197 -1,242 -2%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$12.1M 79,516 +2,800 +4%
3 4
5
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