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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 %
Bank of America
1
Bank of America
North Carolina
$2.87B 16,288,565 +1,027,669 +7%
Betterment LLC
2
Betterment LLC
New York
$1.29B 7,326,423 -19,177 -0.3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$888M 4,986,163 -4,202,345 -46%
Morgan Stanley
4
Morgan Stanley
New York
$756M 4,299,040 +22,331 +0.5%
AssetMark Inc
5
AssetMark Inc
California
$491M 2,793,515 +36,843 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$424M 2,407,069 -378,215 -14%
Wells Fargo
7
Wells Fargo
California
$349M 1,981,010 +149,349 +8%
UBS Group
8
UBS Group
Switzerland
$328M 1,862,344 +225,633 +14%
HMH
9
Hackensack Meridian Health
New Jersey
$251M 1,428,976 – –
MG
10
Mather Group
Illinois
$240M 1,362,180 +34,545 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$177M 1,006,632 -53,228 -5%
Goldman Sachs
12
Goldman Sachs
New York
$176M 1,000,614 +56,970 +6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$168M 955,630 +4,161 +0.4%
UCFA
14
United Capital Financial Advisors
Texas
$162M 918,554 +11,057 +1%
LPL Financial
15
LPL Financial
California
$161M 913,746 +20,336 +2%
SEI Investments
16
SEI Investments
Pennsylvania
$160M 907,253 +76,428 +9%
CL
17
Choreo LLC
Illinois
$157M 890,322 +24,214 +3%
Ameriprise
18
Ameriprise
Minnesota
$156M 886,361 +50,867 +6%
AL
19
Aspiriant LLC
California
$146M 826,968 -29,444 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$140M 794,468 +794,468 New
AF
21
Allworth Financial
California
$137M 775,839 +53,043 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$131M 743,512 +71,737 +11%
TF
23
TIAA FSB
Florida
$111M 632,895 -18,549 -3%
EA
24
Efficient Advisors
Ohio
$98.7M 561,133 -58,850 -9%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$95.9M 545,218 -1,456 -0.3%
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