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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 %
LI
176
LMCG Investments
Massachusetts
$7.92M +$111K +740 +1%
FC
177
Family CFO
California
$7.76M +$117K +781 +2%
SCA
178
Spearhead Capital Advisors
Florida
$7.74M -$345K -2,300 -4%
AI
179
Atria Investments
North Carolina
$7.73M +$3.04M +20,313 +65%
CWM
180
Cornerstone Wealth Management
Missouri
$7.71M +$165K +1,104 +2%
WFM
181
Wolff Financial Management
Michigan
$7.66M -$9.29K -62 -0.1%
CA
182
Cornerstone Advisory
Maryland
$7.6M -$450K -3,002 -6%
CPA
183
Cardiff Park Advisors
California
$7.57M +$459K +3,066 +6%
AWS
184
Atria Wealth Solutions
New York
$7.52M -$1.42M -9,462 -16%
AWA
185
Aaron Wealth Advisors
Illinois
$7.35M -$1.21B -8,067,774 -99%
QAM
186
Q3 Asset Management
Michigan
$7.33M +$394K +2,631 +6%
ST
187
Spinnaker Trust
Maine
$7.29M -$64.7K -432 -0.9%
FFM
188
Forum Financial Management
Illinois
$7.26M +$352K +2,351 +5%
PPW
189
Parcion Private Wealth
Washington
$7.19M +$6.34M +40,356 +746%
IFS
190
Ifrah Financial Services
Arkansas
$7.15M -$62.8K -419 -0.9%
HWM
191
HB Wealth Management
Georgia
$7.07M -$71K -474 -1%
William Blair & Company
192
William Blair & Company
Illinois
$7.05M +$1.29M +8,588 +22%
PA
193
Parallel Advisors
California
$7.02M +$1.44M +9,599 +26%
PP
194
PrairieView Partners
Minnesota
$7.01M -$742K -4,952 -10%
AAS
195
Avantax Advisory Services
Texas
$6.98M +$92K +614 +1%
WAM
196
Weinberger Asset Management
California
$6.92M +$1.12M +7,467 +19%
BMM
197
Buffington Mohr McNeal
Idaho
$6.88M +$198K +1,322 +3%
IA
198
IFP Advisors
Florida
$6.82M – – –
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$6.78M +$748K +4,995 +12%
ACS
200
Archford Capital Strategies
Illinois
$6.73M +$83.3K +556 +1%
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