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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
+$52.7M
2
Bessemer Group
Bessemer Group
New Jersey
+$43.7M
3
JFG
JMG Financial Group
Illinois
+$22.4M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$16.5M
5
AssetMark Inc
AssetMark Inc
California
+$12.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$300M
2
TIM
Total Investment Management
Arizona
-$42.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$24.7M
4
AWA
Arete Wealth Advisors
Illinois
-$21.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
176
Octavia Wealth Advisors
Ohio
$7.63M -$365K -2,543 -5%
DBT
177
Dubuque Bank & Trust
Iowa
$7.42M -$627K -4,371 -8%
CWM
178
Cornerstone Wealth Management
Missouri
$7.41M +$25.7K +179 +0.3%
PPW
179
Parcion Private Wealth
Washington
$7.4M +$838K +5,846 +13%
WFM
180
Wolff Financial Management
Michigan
$7.35M +$10.5K +73 +0.1%
WAM
181
Weinberger Asset Management
California
$7.32M +$696K +4,857 +11%
CPA
182
Cardiff Park Advisors
California
$7.26M +$14.9K +104 +0.2%
LI
183
LMCG Investments
Massachusetts
$7.2M -$386K -2,692 -5%
CA
184
Cornerstone Advisory
Maryland
$7.19M -$78.6K -548 -1%
IA
185
IFP Advisors
Florida
$7.15M +$339K +3,233 +5%
ML
186
McAdam LLC
Pennsylvania
$7.04M +$893K +6,231 +15%
ST
187
Spinnaker Trust
Maine
$6.95M -$32K -223 -0.5%
IFS
188
Ifrah Financial Services
Arkansas
$6.88M +$36.4K +254 +0.5%
I
189
INVST
Indiana
$6.88M -$128K -864 -2%
WWM
190
Windsor Wealth Management
Indiana
$6.82M +$702K +4,741 +11%
William Blair & Company
191
William Blair & Company
Illinois
$6.78M +$38.4K +268 +0.6%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$6.71M +$6.71M +46,818 New
FFM
193
Forum Financial Management
Illinois
$6.69M -$258K -1,800 -4%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$6.69M +$199K +1,388 +3%
AAS
195
Avantax Advisory Services
Texas
$6.64M -$42.4K -296 -0.6%
PP
196
PrairieView Partners
Minnesota
$6.62M -$90.9K -634 -1%
PA
197
Parallel Advisors
California
$6.61M -$110K -770 -2%
CAWM
198
Capital Advisors Wealth Management
Washington
$6.61M +$1.29M +8,963 +24%
ACS
199
Archford Capital Strategies
Illinois
$6.51M +$64K +446 +1%
BMM
200
Buffington Mohr McNeal
Idaho
$6.5M -$88K -614 -1%
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