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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,214 hedge funds and large institutions have $15B invested in Vanguard Small-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 482 increasing their positions, 377 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+132
Holders Change %
+12.2%
% of All Funds
19.59%
Holding in Top 10
116
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+20.83%
% of All Funds
1.87%
New
212
Increased
482
Reduced
377
Closed
48
Calls
$10.1M
Puts
$5.96M
Net Calls
+$4.15M
Net Calls Change
+$1.38M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$77.7M
2
Bank of America
Bank of America
North Carolina
+$60.4M
3
RWP
RWA Wealth Partners
Massachusetts
+$48.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$32.2M
5
Betterment LLC
Betterment LLC
New York
+$30.2M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$519M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$31.7M
3
Ameriprise
Ameriprise
Minnesota
-$26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
251
Van Cleef Asset Management
Ohio
$5.82M +$28.6K +180 +0.5%
AllianceBernstein
252
AllianceBernstein
Tennessee
$5.79M +$744K +4,688 +15%
IHWM
253
Iron Horse Wealth Management
Iowa
$5.75M +$3.4M +21,423 +145%
Brown Advisory
254
Brown Advisory
Maryland
$5.74M +$4.16M +26,177 +262%
SMWM
255
Silvia McColl Wealth Management
California
$5.72M +$5.72M +36,022 New
BRWA
256
B. Riley Wealth Advisors
Florida
$5.69M +$496K +3,122 +10%
CFO
257
CVA Family Office
Colorado
$5.65M -$574K -3,617 -9%
H
258
HoyleCohen
California
$5.61M +$1.37M +8,650 +32%
FA
259
FDx Advisors
Illinois
$5.59M -$210K -1,324 -4%
CCA
260
Checchi Capital Advisers
California
$5.58M -$7.25M -45,673 -57%
PAG
261
Private Advisor Group
New Jersey
$5.56M -$59.4K -1,248 -1%
CA
262
Cornerstone Advisory
Maryland
$5.51M -$2.46M -15,473 -31%
JE
263
JMAC Enterprises
Pennsylvania
$5.49M -$242K -1,525 -4%
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$5.4M -$210K -1,324 -4%
ICG
265
InterOcean Capital Group
Tennessee
$5.39M +$81.6K +514 +2%
BI
266
Berkeley Inc
Idaho
$5.35M +$3.34K +21 +0.1%
TWA
267
Tillar-Wenstrup Advisors
Ohio
$5.35M +$1.36M +8,576 +34%
MWM
268
MorganRosel Wealth Management
Colorado
$5.26M +$2.37M +14,899 +82%
RIM
269
Rockbridge Investment Management
New York
$5.18M -$747K -4,703 -13%
TIM
270
Tortoise Investment Management
New York
$5.16M -$143K -903 -3%
ACA
271
Ackerman Capital Advisors
Texas
$5.06M -$215K -1,352 -4%
CA
272
Cetera Advisors
Colorado
$4.99M +$2.41M +15,188 +94%
CFS
273
Cannon Financial Strategists
Georgia
$4.96M -$196K -1,234 -4%
CI
274
CX Institutional
Indiana
$4.95M +$1.4M +8,804 +39%
PWM
275
Perigon Wealth Management
California
$4.95M +$1.87M +11,761 +61%
9 10
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