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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.

New
Increased
Maintained
Reduced
Closed
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
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$403M
4
UBS Group
UBS Group
Switzerland
$300M
5
SC
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bessemer Group
Bessemer Group
New Jersey
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
151
Blankinship & Foster
California
$9.63M +$165K +1,104 +2%
EDRIA
152
Edmonds Duncan Registered Investment Advisors
Kansas
$9.58M -$396K -2,643 -4%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$9.28M +$113K +738 +1%
FPAS
154
Focus Partners Advisor Solutions
Missouri
$9.18M +$1.65M +11,019 +22%
CFO
155
Collective Family Office
Pennsylvania
$9.14M -$163K -1,085 -2%
PPP
156
Private Portfolio Partners
New Jersey
$9.12M +$259K +1,726 +3%
HCMT
157
Highland Capital Management (Tennessee)
Tennessee
$9.04M -$146K -974 -2%
NHC
158
Nicholas Hoffman & Company
Georgia
$9.02M +$40.2K +268 +0.4%
JRP
159
Jasper Ridge Partners
California
$8.71M -$18.8M -125,214 -68%
CCA
160
Checchi Capital Advisers
California
$8.66M +$1.14M +6,944 +15%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$8.5M -$1.05M -7,015 -11%
PP
162
Prosperity Planning
Missouri
$8.48M +$8.48M +43,168 New
DBT
163
Dubuque Bank & Trust
Iowa
$8.41M +$82.5K +551 +1%
CA
164
Capital Advantage
California
$8.39M +$641K +4,280 +8%
OWA
165
Octavia Wealth Advisors
Ohio
$8.26M -$56.7K -383 -0.7%
AFS
166
Annapolis Financial Services
Maryland
$8.23M +$27.9K +186 +0.3%
BFS
167
Bradley Foster & Sargent
Connecticut
$8.2M -$118K -785 -1%
ONB
168
Old National Bancorp
Indiana
$8.18M +$313K +2,089 +4%
KL
169
KWMG LLC
Kansas
$8.16M +$407K +2,719 +5%
US Bancorp
170
US Bancorp
Minnesota
$8.15M +$235K +1,567 +3%
QFA
171
Quattro Financial Advisors
Texas
$8.13M +$1.32M +8,841 +19%
BWFA
172
Baltimore-Washington Financial Advisors
Maryland
$8.12M +$3.37M +22,496 +71%
MWA
173
Moser Wealth Advisors
Washington
$8.05M -$14.4K -96 -0.2%
RFA
174
Radnor Financial Advisors
Pennsylvania
$8.02M +$8.54K +57 +0.1%
I
175
INVST
Indiana
$7.93M -$303K -1,809 -4%
5 6
7
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