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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 %
JIC
151
Johnson Investment Counsel
Ohio
$11.7M 66,266 -748 -1%
AA
152
Ancora Advisors
Ohio
$11.6M 65,913 +7,220 +12%
RVPG
153
Relative Value Partners Group
$11.5M 65,410 +4,889 +8%
TFP
154
TrueWealth Financial Partners
Washington
$11.5M 65,255 +1,479 +2%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$11.2M 63,733 +6,138 +11%
BF
156
Blankinship & Foster
California
$11.1M 63,182 +963 +2%
PWM
157
Praetorian Wealth Management
California
$11.1M 62,959 +2,866 +5%
CFO
158
Collective Family Office
Pennsylvania
$10.9M 62,100 +9,273 +18%
HCMT
159
Highland Capital Management (Tennessee)
Tennessee
$10.8M 61,297 -1,568 -2%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$10.6M 60,064 +3,605 +6%
NHC
161
Nicholas Hoffman & Company
Georgia
$10.5M 59,952 +992 +2%
WIA
162
World Investment Advisors
California
$10.5M 59,847 -2,528 -4%
AWS
163
Atria Wealth Solutions
New York
$10.5M 59,669 +59,669 New
PPP
164
Private Portfolio Partners
New Jersey
$10.4M 59,172 +2,925 +5%
ASI
165
Advisory Services & Investments
Oregon
$10.4M 58,877 -455 -0.8%
OWA
166
Octavia Wealth Advisors
Ohio
$9.88M 56,139 +2,864 +5%
EC
167
Estate Counselors
Wisconsin
$9.84M 55,945 +53,945 +2,697%
DBT
168
Dubuque Bank & Trust
Iowa
$9.78M 55,585 +4,157 +8%
BFS
169
Bradley Foster & Sargent
Connecticut
$9.77M 55,541 +3,378 +6%
WA
170
Waverly Advisors
Alabama
$9.74M 55,352 +2,220 +4%
AFS
171
Annapolis Financial Services
Maryland
$9.63M 54,713 -976 -2%
RZH
172
Relyea Zuckerberg Hanson
Connecticut
$9.5M 54,540 +9,403 +21%
SCA
173
Spearhead Capital Advisors
Florida
$9.5M 53,984 -569 -1%
MWA
174
Moser Wealth Advisors
Washington
$9.47M 53,798 +1,667 +3%
CA
175
Cornerstone Advisory
Maryland
$9.45M 53,709 +42,967 +400%
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