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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 %
VIA
301
Vickerman Investment Advisors
Washington
$4.29M -$706K -4,449 -14%
WQ
302
Wealth Quarterback
New Jersey
$4.26M +$198K +1,249 +5%
LG
303
LAM Group
Oregon
$4.25M +$4.25M +26,745 New
DC
304
Davenport & Co
Virginia
$4.23M -$3.18K -20 -0.1%
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.22M -$66.4K -418 -2%
MCWS
306
McKinley Carter Wealth Services
West Virginia
$4.2M -$204K -1,286 -5%
FCM
307
Fortis Capital Management
Washington
$4.16M +$4.16M +26,169 New
TW
308
Towerpoint Wealth
California
$4.15M +$120K +758 +3%
BSB
309
Bangor Savings Bank
Maine
$4.14M -$2.3M -14,457 -36%
AWM
310
Aspire Wealth Management
Massachusetts
$4.12M -$54.2K -341 -1%
IWM
311
IHT Wealth Management
Illinois
$4.1M +$144K +904 +4%
UB
312
UMB Bank
Missouri
$4.08M -$36.4K -229 -0.9%
SFM
313
Signet Financial Management
New Jersey
$4.07M -$142K -893 -3%
BFS
314
Bard Financial Services
Connecticut
$4.06M +$16.2K +102 +0.4%
HP
315
Hyperion Partners
Pennsylvania
$4.01M +$4.01M +25,279 New
BJL
316
Brighton Jones LLC
Washington
$3.93M +$227K +1,429 +6%
HA
317
HFG Advisors
Ohio
$3.92M +$357K +2,249 +10%
WFM
318
Wolff Financial Management
Michigan
$3.92M -$4.22M -26,547 -52%
BSWA
319
Bromfield Sneider Wealth Advisors
Massachusetts
$3.88M +$4.13K +26 +0.1%
MAG
320
MRA Advisory Group
New Jersey
$3.86M -$15.4K -97 -0.4%
SS
321
Simplicity Solutions
Minnesota
$3.83M -$1.85M -11,627 -33%
MIS
322
Morningstar Investment Services
Illinois
$3.81M +$6.41K +40 +0.2%
WIC
323
Willis Investment Counsel
Georgia
$3.8M +$1.01M +6,338 +36%
NFC
324
Northeast Financial Consultants
Connecticut
$3.8M -$331K -2,083 -8%
WCM
325
Windham Capital Management
Massachusetts
$3.8M – – –
11 12
13
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