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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
18.18%
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 %
AAS
201
Avantax Advisory Services
Texas
$8.1M 45,971 -1,374 -3%
MFG
202
Merit Financial Group
Georgia
$8.06M 45,782 +43,938 +2,383%
CCA
203
Checchi Capital Advisers
California
$8.04M 45,685 +11,048 +32%
QFA
204
Quattro Financial Advisors
Texas
$8.03M 45,665 +8,322 +22%
I
205
INVST
Indiana
$7.86M 49,208 -792 -2%
BMM
206
Buffington Mohr McNeal
Idaho
$7.85M 44,623 +44,623 New
ACS
207
Archford Capital Strategies
Illinois
$7.69M 44,366 +16,328 +58%
SAM
208
Stone Asset Management
Texas
$7.68M 43,668 +1,396 +3%
TC
209
Tacita Capital
Ontario, Canada
$7.47M 42,466 +210 +0.5%
CWM
210
Connecticut Wealth Management
Connecticut
$7.37M 41,876 -68 -0.2%
FA
211
FDx Advisors
Illinois
$7.36M 41,837 -78 -0.2%
PCMC
212
Paragon Capital Management (Colorado)
Colorado
$7.26M 41,288 -1,647 -4%
Citigroup
213
Citigroup
New York
$7.24M 41,152 -11,009 -21%
WIC
214
Whitegate Investment Counselors
New Hampshire
$7.21M 40,983 +3,763 +10%
FFG
215
Ford Financial Group
California
$7.2M 40,926 +2,238 +6%
GC
216
Garde Capital
Washington
$7.16M 40,715 -488 -1%
CM
217
Columbus Macro
Pennsylvania
$7.11M 40,412 -5,059 -11%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$7.09M 40,282 +24,136 +149%
JE
219
JMAC Enterprises
Pennsylvania
$7.04M 39,999 -1,902 -5%
AA
220
Atmos Advisory
Pennsylvania
$7.03M 39,934 +54 +0.1%
CFO
221
CVA Family Office
Colorado
$7.02M 39,890 +275 +0.7%
SFG
222
Sage Financial Group
Pennsylvania
$6.94M 39,427 +321 +0.8%
AIS
223
American Investment Services
Massachusetts
$6.88M 39,076 -1,862 -5%
BSB
224
Bangor Savings Bank
Maine
$6.87M 39,062 +3,878 +11%
MCM
225
MAI Capital Management
Ohio
$6.84M 38,866 -18,271 -32%
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