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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 %
BDF
326
Black Diamond Financial
Maryland
$3.79M +$325K +2,046 +9%
NL
327
NWAM LLC
Washington
$3.78M +$139K +875 +4%
AWM
328
Apollon Wealth Management
South Carolina
$3.77M +$252K +1,584 +7%
ST
329
Sageworth Trust
Pennsylvania
$3.75M – – –
TC
330
Tenret Company
Florida
$3.74M -$12.4K -78 -0.3%
BOPW
331
Brandywine Oak Private Wealth
Pennsylvania
$3.7M +$56.7K +357 +2%
SSW
332
Stone Summit Wealth
Florida
$3.68M +$836K +5,265 +29%
FTS
333
Fifth Third Securities
Ohio
$3.67M +$64.5K +406 +2%
GIA
334
Goodwin Investment Advisory
Georgia
$3.65M +$3.65M +22,955 New
CB
335
Commerce Bank
Missouri
$3.63M -$520K -3,274 -13%
CTC
336
Central Trust Company
Missouri
$3.62M +$456K +2,873 +14%
CWM
337
Cranbrook Wealth Management
Michigan
$3.59M -$163K -1,026 -4%
APP
338
Avantax Planning Partners
Iowa
$3.59M -$538K -3,391 -13%
RLWM
339
RF&L Wealth Management
Massachusetts
$3.59M +$3.59M +22,607 New
WP
340
WealthShield Partners
North Carolina
$3.58M -$31.8K -200 -0.9%
SFS
341
Sowell Financial Services
Arkansas
$3.57M -$29.5K -186 -0.8%
TF
342
Theory Financial
Colorado
$3.55M +$3.55M +22,357 New
TWP
343
TFO Wealth Partners
Ohio
$3.55M +$3.26M +39,543 +1,150%
SG
344
Sharper & Granite
California
$3.54M +$3.54M +22,287 New
MCCP
345
Mission Creek Capital Partners
California
$3.53M +$381K +2,401 +12%
AFP
346
Ausdal Financial Partners
Iowa
$3.52M +$186K +1,173 +6%
CPIG
347
Chicago Partners Investment Group
Illinois
$3.51M -$129K -736 -4%
TI
348
Truepoint Inc
Ohio
$3.5M +$1.38M +8,686 +65%
CCA
349
Column Capital Advisors
Indiana
$3.46M +$427K +2,690 +14%
SPC
350
Sigma Planning Corp
Michigan
$3.46M -$827K -5,208 -19%
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