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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 Holding Trade Value Shares
Change 		Shares
Change %
AW
126
Avion Wealth
Texas
$12M +$865K +5,775 +8%
PIFP
127
Partners in Financial Planning
Virginia
$11.8M +$131K +800 +1%
DADC
128
D.A. Davidson & Co
Montana
$11.6M +$429K +2,862 +4%
ARMC
129
American Research & Management Company
Massachusetts
$11.6M +$350K +2,338 +3%
SPIA
130
Steward Partners Investment Advisory
New York
$11.6M -$401K -2,678 -3%
AWA
131
Amplius Wealth Advisors
Pennsylvania
$11.2M +$11.2M +74,993 New
AWAG
132
ARS Wealth Advisors Group
Florida
$11.1M -$274K -1,829 -2%
QIM
133
Quest Investment Management
Oregon
$11.1M – – –
FPIS
134
Financial Planning & Information Services
Wisconsin
$11M +$87.6K +585 +0.8%
MFG
135
Merit Financial Group
Georgia
$10.9M +$4.03M +26,916 +59%
EI
136
Ellevest Inc
New York
$10.8M +$470K +3,139 +5%
BPA
137
Beacon Pointe Advisors
California
$10.8M -$750K -5,003 -6%
EWA
138
EP Wealth Advisors
California
$10.7M +$3.04M +20,296 +40%
TYCC
139
Texas Yale Capital Corp
Florida
$10.6M +$253K +1,690 +2%
FM
140
Foster & Motley
Ohio
$10.6M +$617K +4,115 +6%
KBFS
141
Kohmann Bosshard Financial Services
Ohio
$10.6M +$10.6M +70,634 New
PFM
142
Phillips Financial Management
Indiana
$10.6M +$482K +3,215 +5%
SWM
143
Shakespeare Wealth Management
Wisconsin
$10.5M +$193K +1,279 +2%
EC
144
Estate Counselors
Wisconsin
$10.4M +$2.01M +13,445 +24%
PGFC
145
Peapack-Gladstone Financial Corp
New Jersey
$10.4M -$80.8K -539 -0.8%
AA
146
Ancora Advisors
Ohio
$10.2M +$286K +1,910 +3%
TFP
147
TrueWealth Financial Partners
Washington
$10.1M +$322K +2,150 +3%
JIC
148
Johnson Investment Counsel
Ohio
$9.95M +$22.3K +149 +0.2%
BAM
149
Baldrige Asset Management
Pennsylvania
$9.85M -$122K -816 -1%
PWM
150
Praetorian Wealth Management
California
$9.71M +$277K +1,846 +3%
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