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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.

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
1
Total Investment Management
Arizona
$46.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$186M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$403M
4
UBS Group
4
UBS Group
Switzerland
$300M
5
SC
5
Savant Capital
Illinois
$48.1M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$7.35M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$564M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.86B 12,410,845 -3,877,720 -24%
Betterment LLC
2
Betterment LLC
New York
$1.09B 7,269,090 -57,333 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$623M 4,157,293 -141,747 -3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$564M 3,672,454 -1,313,709 -26%
AssetMark Inc
5
AssetMark Inc
California
$436M 2,908,379 +114,864 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$403M 2,689,863 +282,794 +12%
UBS Group
7
UBS Group
Switzerland
$300M 2,003,967 +141,623 +8%
Wells Fargo
8
Wells Fargo
California
$267M 1,781,999 -199,011 -10%
MG
9
Mather Group
Illinois
$211M 1,406,529 +44,349 +3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$186M 1,241,352 +285,722 +30%
HMH
11
Hackensack Meridian Health
New Jersey
$171M 1,143,976 -285,000 -20%
Goldman Sachs
12
Goldman Sachs
New York
$145M 967,687 -32,927 -3%
UCFA
13
United Capital Financial Advisors
Texas
$143M 955,346 +36,792 +4%
LPL Financial
14
LPL Financial
California
$140M 932,830 +19,084 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$136M 909,605 -97,027 -10%
Ameriprise
16
Ameriprise
Minnesota
$132M 879,281 -7,080 -0.8%
CL
17
Choreo LLC
Illinois
$129M 861,303 -29,019 -3%
SEI Investments
18
SEI Investments
Pennsylvania
$123M 818,384 -88,869 -10%
AL
19
Aspiriant LLC
California
$120M 801,224 -25,744 -3%
AF
20
Allworth Financial
California
$119M 797,125 +21,286 +3%
HighTower Advisors
21
HighTower Advisors
Illinois
$106M 705,648 -37,864 -5%
TF
22
TIAA FSB
Florida
$99.6M 664,818 +31,923 +5%
EA
23
Efficient Advisors
Ohio
$84.4M 563,550 +2,417 +0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$81.3M 542,668 +44,306 +9%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$73.9M 493,561 -51,657 -9%
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