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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 %
WLIM
276
White Lighthouse Investment Management
Massachusetts
$4.95M -$107K -675 -2%
ATPW
277
Ashton Thomas Private Wealth
Arizona
$4.95M +$315K +1,982 +7%
IFPL
278
Investments & Financial Planning LLC
Kentucky
$4.94M +$4.94M +31,128 New
FAT
279
First American Trust
California
$4.91M -$143K -901 -3%
SF
280
Safeguard Financial
Wisconsin
$4.89M +$937K +5,898 +24%
LSA
281
Lansing Street Advisors
Pennsylvania
$4.88M -$66.1K -416 -1%
MFWP
282
Mosaic Family Wealth Partners
Missouri
$4.86M +$4.86M +30,610 New
MWA
283
Monograph Wealth Advisors
California
$4.83M +$4.45K +28 +0.1%
EP
284
Eudaimonia Partners
Tennessee
$4.76M +$30.6K +193 +0.6%
MMA
285
Miracle Mile Advisors
California
$4.72M +$5.88K +37 +0.1%
SFG
286
SNS Financial Group
Minnesota
$4.66M -$47.5K -299 -1%
CWM
287
Capital Wealth Management
Rhode Island
$4.59M +$20.6K +130 +0.5%
SFO
288
Stokes Family Office
Louisiana
$4.56M +$508K +3,202 +13%
WMWM
289
Whitaker-Myers Wealth Managers
Ohio
$4.54M +$4.54M +28,618 New
AA
290
Atmos Advisory
Pennsylvania
$4.53M -$2.04M -12,844 -31%
FWP
291
Falcon Wealth Planning
California
$4.49M -$15M -94,428 -77%
LFS
292
Lutz Financial Services
Nebraska
$4.48M -$74.5K -469 -2%
CWM
293
Chemistry Wealth Management
New York
$4.43M +$77.3K +487 +2%
CWA
294
Cornerstone Wealth Advisors
Minnesota
$4.43M -$103K -647 -2%
WT
295
Whittier Trust
California
$4.36M – – –
MFG
296
Merit Financial Group
Georgia
$4.35M -$740K -4,657 -15%
MCM
297
Manchester Capital Management
Vermont
$4.34M -$311K -1,961 -7%
JIC
298
Joel Isaacson & Co
New York
$4.32M +$1.3M +8,201 +43%
PPW
299
Parcion Private Wealth
Washington
$4.32M -$3.88M -24,403 -47%
CA
300
CGN Advisors
Kansas
$4.29M -$293K -1,848 -6%
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