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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.48B
2
TIM
Total Investment Management
Arizona
$1.85M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$25.6M
4
AWA
Arete Wealth Advisors
Illinois
$1.59M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Praetorian Wealth Management
California
$9.06M -$236K -1,644 -3%
AI
152
Atria Investments
North Carolina
$9.04M +$1.64M +11,468 +22%
PPP
153
Private Portfolio Partners
New Jersey
$9.01M +$282K +1,964 +3%
BF
154
Blankinship & Foster
California
$8.98M -$239K -1,670 -3%
WANY
155
Wealthspire Advisors (New York)
New York
$8.89M +$5.67M +39,510 +176%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$8.8M +$83.6K +583 +1%
NHC
157
Nicholas Hoffman & Company
Georgia
$8.8M +$167K +1,163 +2%
HCMT
158
Highland Capital Management (Tennessee)
Tennessee
$8.58M -$66.3K -462 -0.8%
PFO
159
Pathstone Family Office
New Jersey
$8.49M +$4.87M +33,969 +135%
FM
160
Foster & Motley
Ohio
$8.48M -$1.65M -11,474 -16%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$8.31M +$176K +1,225 +2%
KL
162
KWMG LLC
Kansas
$8.09M +$275K +1,915 +4%
FC
163
Family CFO
California
$8.08M +$651K +4,541 +9%
M&T Bank
164
M&T Bank
New York
$8.06M -$1.33M -9,243 -14%
US Bancorp
165
US Bancorp
Minnesota
$7.98M +$179K +1,249 +2%
CFO
166
Collective Family Office
Pennsylvania
$7.9M -$849K -5,918 -10%
AFS
167
Annapolis Financial Services
Maryland
$7.88M +$10.9K +76 +0.1%
PP
168
Prosperity Planning
Missouri
$7.88M +$1.69M +11,768 +27%
AWA
169
Aaron Wealth Advisors
Illinois
$7.87M +$837K +5,835 +12%
MWA
170
Moser Wealth Advisors
Washington
$7.84M +$140K +975 +2%
QFA
171
Quattro Financial Advisors
Texas
$7.78M -$36.4K -254 -0.5%
CA
172
Capital Advantage
California
$7.71M -$312K -2,175 -4%
RFA
173
Radnor Financial Advisors
Pennsylvania
$7.69M +$18.6K +130 +0.2%
ONB
174
Old National Bancorp
Indiana
$7.68M -$158K -1,101 -2%
BFS
175
Bradley Foster & Sargent
Connecticut
$7.65M -$200K -1,394 -3%
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