VBR icon

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 %
AIS
201
American Investment Services
Massachusetts
$6.69M +$840K +5,606 +14%
BTIM
202
BancFirst Trust & Investment Management
Oklahoma
$6.62M +$24.3K +136 +0.4%
SAM
203
Stone Asset Management
Texas
$6.51M -$36.1K -241 -0.6%
ML
204
McAdam LLC
Pennsylvania
$6.42M -$602K -4,018 -9%
WIC
205
Whitegate Investment Counselors
New Hampshire
$6.37M +$226K +1,506 +4%
CWM
206
Connecticut Wealth Management
Connecticut
$6.3M +$26.7K +178 +0.4%
TC
207
Tacita Capital
Ontario, Canada
$6.28M -$77.9K -520 -1%
WWM
208
Windsor Wealth Management
Indiana
$6.2M +$5.54M +36,966 +846%
Citigroup
209
Citigroup
New York
$6.18M +$9.44K +63 +0.2%
FFG
210
Ford Financial Group
California
$6.17M +$35.8K +239 +0.6%
AA
211
Atmos Advisory
Pennsylvania
$6.11M +$126K +839 +2%
E
212
ETFidea
New York
$5.97M +$185K +1,234 +3%
CFO
213
CVA Family Office
Colorado
$5.95M -$25.5K -170 -0.4%
BSB
214
Bangor Savings Bank
Maine
$5.95M +$99.3K +663 +2%
CM
215
Cornerstone Management
Georgia
$5.95M +$130K +871 +2%
TAM
216
Tocqueville Asset Management
New York
$5.93M +$178K +1,185 +3%
SFG
217
Sage Financial Group
Pennsylvania
$5.9M -$2.85K -19 -0%
FHA
218
First Horizon Advisors
Tennessee
$5.9M +$2.23M +14,880 +61%
FA
219
FDx Advisors
Illinois
$5.87M -$400K -2,671 -6%
CC
220
Courier Capital
New York
$5.84M +$52K +347 +0.9%
RFA
221
RTD Financial Advisors
Pennsylvania
$5.83M +$9.29K +62 +0.2%
GC
222
Garde Capital
Washington
$5.75M -$353K -2,357 -6%
ES
223
Eagle Strategies
New York
$5.71M +$1.74M +11,610 +44%
RIM
224
Rockbridge Investment Management
New York
$5.7M -$2.25M -15,014 -28%
QC
225
Quent Capital
New York
$5.67M +$221K +1,475 +4%
7 8
9
10 11