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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 %
RFA
176
Radnor Financial Advisors
Pennsylvania
$9.41M 53,470 +187 +0.4%
RIM
177
Rockbridge Investment Management
New York
$9.4M 53,069 -483 -0.9%
US Bancorp
178
US Bancorp
Minnesota
$9.3M 52,855 +8,693 +20%
ONB
179
Old National Bancorp
Indiana
$9.24M 52,536 +165 +0.3%
LI
180
LMCG Investments
Massachusetts
$9.17M 52,143 +52,143 New
KL
181
KWMG LLC
Kansas
$9.11M 51,756 +2,517 +5%
PP
182
PrairieView Partners
Minnesota
$9.11M 51,753 +2,495 +5%
CA
183
Capital Advantage
California
$9.1M 51,691 +3,818 +8%
WFM
184
Wolff Financial Management
Michigan
$9.01M 51,211 +58 +0.1%
FC
185
Family CFO
California
$8.98M 51,034 -153 -0.3%
EWA
186
EP Wealth Advisors
California
$8.97M 50,998 +4,384 +9%
PP
187
Prosperity Planning
Missouri
– – – –
PCG
188
Private Capital Group
Connecticut
$8.88M 50,460 -544 -1%
CWM
189
Cornerstone Wealth Management
Missouri
$8.86M 50,379 -1,284 -2%
FPAS
190
Focus Partners Advisor Solutions
Missouri
$8.84M 50,166 +50,166 New
MWM
191
MinichMacGregor Wealth Management
New York
$8.73M 49,633 +49,633 New
ST
192
Spinnaker Trust
Maine
$8.64M 49,096 -138 -0.3%
PSUF
193
People's United Financial
Connecticut
$8.52M 48,428 -18,405 -28%
IFS
194
Ifrah Financial Services
Arkansas
$8.47M 48,144 +128 +0.3%
HWM
195
HB Wealth Management
Georgia
$8.39M 47,659 +18,891 +66%
CPA
196
Cardiff Park Advisors
California
$8.35M 47,437 +634 +1%
ML
197
McAdam LLC
Pennsylvania
$8.25M 46,869 +10,029 +27%
IA
198
IndexIQ Advisors
New York
$8.22M 46,722 +43,527 +1,362%
QAM
199
Q3 Asset Management
Michigan
$8.15M 46,305 +46,305 New
FFM
200
Forum Financial Management
Illinois
$8.11M 46,122 +13 +0%
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