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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,082 hedge funds and large institutions have $11.9B invested in Vanguard Small-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 483 increasing their positions, 366 reducing their positions, and 86 closing their positions.

Holders
1,082
Holders Change
-51
Holders Change %
-4.5%
% of All Funds
18.71%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.66%
New
56
Increased
483
Reduced
366
Closed
86
Calls
$10.5M
Puts
$7.69M
Net Calls
+$2.77M
Net Calls Change
-$500K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$438M
2
Bessemer Group
2
Bessemer Group
New Jersey
$45.2M
3
JFG
3
JMG Financial Group
Illinois
$23.6M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$77.7M
5
AssetMark Inc
5
AssetMark Inc
California
$429M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.48B
2
TIM
2
Total Investment Management
Arizona
$1.85M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$25.6M
4
AWA
4
Arete Wealth Advisors
Illinois
$1.59M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$112M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
Brickley Wealth Management
California
$16.9M 118,097 -560 -0.5%
PAG
102
Private Advisor Group
New Jersey
$16.9M 117,949 +10,363 +10%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$16.7M 111,399 +57,197 +106%
JCM
104
Jacobsen Capital Management
Utah
$16.3M 113,760 +378 +0.3%
NQWM
105
Northwest Quadrant Wealth Management
Oregon
$16.3M 113,725 +1,699 +2%
Comerica Bank
106
Comerica Bank
Texas
$16M 104,280 +3,314 +3%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$15.8M 110,111 -2,408 -2%
SIM
108
Studio Investment Management
Illinois
$14.2M 99,255 +10,106 +11%
PIFP
109
Partners in Financial Planning
Virginia
$14.2M 86,126 +14,458 +20%
AWM
110
Avior Wealth Management
Nebraska
$14M 97,463 +237 +0.2%
CCM
111
Carlson Capital Management
Minnesota
$13.9M 97,097 -3,643 -4%
PPW
112
Pasadena Private Wealth
California
$13.7M 95,800 +3,873 +4%
RVPG
113
Relative Value Partners Group
$13.3M 92,596 +6,048 +7%
UOMF
114
University of Maryland Foundation
Maryland
$13.1M 91,176 – –
NA
115
NewEdge Advisors
Louisiana
$12.8M 89,398 +8,201 +10%
TWP
116
Total Wealth Planning
Ohio
$12.8M 89,233 +3,834 +4%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$12.3M 85,617 -859 -1%
KCPG
118
Kavar Capital Partners Group
Kansas
$12.1M 84,678 +799 +1%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$11.9M 83,183 -175 -0.2%
BC
120
Bartlett & Co
Ohio
$11.9M 83,183 -175 -0.2%
AW
121
Avion Wealth
Texas
$11.9M 83,116 +3,279 +4%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$11.9M 82,854 +1,606 +2%
EWA
123
EP Wealth Advisors
California
$11.9M 82,781 +11,487 +16%
DADC
124
D.A. Davidson & Co
Montana
$11.9M 82,680 +5,145 +7%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$11.7M 79,374 -142 -0.2%
3 4
5
6 7