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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 %
KCPG
126
Kavar Capital Partners Group
Kansas
$14.6M 83,078 +864 +1%
Jane Street
127
Jane Street
New York
$14.6M 82,986 +82,986 New
NA
128
NewEdge Advisors
Louisiana
$14.5M 82,439 +3,558 +5%
PPW
129
Pasadena Private Wealth
California
$14.2M 80,496 -9,113 -10%
SPIA
130
Steward Partners Investment Advisory
New York
$14.1M 79,980 +3,767 +5%
BPA
131
Beacon Pointe Advisors
California
$13.6M 77,209 +4,246 +6%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$13.5M 76,716 -6,231 -8%
KAS
133
Kestra Advisory Services
Texas
$13.5M 76,858 +3,576 +5%
AWAG
134
ARS Wealth Advisors Group
Florida
$13.4M 76,182 +1,117 +1%
PCA
135
Permit Capital Advisors
Pennsylvania
$13.3M 74,546 +74,546 New
ARMC
136
American Research & Management Company
Massachusetts
$13.2M 75,006 -245 -0.3%
DADC
137
D.A. Davidson & Co
Montana
$13.1M 74,673 -1,745 -2%
QIM
138
Quest Investment Management
Oregon
$13.1M 74,298 -12,147 -14%
AW
139
Avion Wealth
Texas
$13M 74,062 +2,606 +4%
FPIS
140
Financial Planning & Information Services
Wisconsin
$12.8M 72,530 +1,615 +2%
EI
141
Ellevest Inc
New York
$12.3M 69,214 +3,445 +5%
PGFC
142
Peapack-Gladstone Financial Corp
New Jersey
$12.3M 69,786 +1,210 +2%
TYCC
143
Texas Yale Capital Corp
Florida
$12.2M 69,143 +242 +0.4%
PFP
144
Pinnacle Financial Partners
Tennessee
$12.1M 68,963 +34,471 +100%
PIFP
145
Partners in Financial Planning
Virginia
$12.1M 70,868 +1,739 +3%
SWM
146
Shakespeare Wealth Management
Wisconsin
$12M 68,057 +2,267 +3%
PFM
147
Phillips Financial Management
Indiana
$11.8M 67,241 +650 +1%
EDRIA
148
Edmonds Duncan Registered Investment Advisors
Kansas
$11.7M 66,593 -34 -0.1%
BAM
149
Baldrige Asset Management
Pennsylvania
$11.7M 66,580 -1,351 -2%
FM
150
Foster & Motley
Ohio
$11.7M 66,522 -172 -0.3%
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