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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 %
NWM
376
Northwest Wealth Management
Iowa
$3.05M -$312K -1,964 -9%
CM
377
Columbus Macro
Pennsylvania
$3.04M -$41.1K -259 -1%
BWM
378
BigSur Wealth Management
Florida
$3.03M +$4.76K +30 +0.2%
FWP
379
FAS Wealth Partners
Kansas
$3.02M -$208K -1,310 -6%
Northern Trust
380
Northern Trust
Illinois
$3.01M +$44.9K +283 +2%
EFG
381
Everhart Financial Group
Ohio
$3M -$1.62M -10,191 -35%
GPI
382
General Partner Inc
Pennsylvania
$3M +$3M +18,900 New
NFP
383
NorthLanding Financial Partners
New York
$3M +$156K +982 +5%
CAMG
384
CWA Asset Management Group
Florida
$2.99M +$17.5K +110 +0.6%
ZC
385
Zeit Capital
Colorado
$2.97M -$12.2K -77 -0.4%
3IP
386
3Chopt Investment Partners
Virginia
$2.95M +$2.95M +18,608 New
C
387
CEDRUS
Colorado
$2.95M +$280K +1,765 +10%
SWM
388
Southern Wealth Management
Texas
$2.91M +$2.91M +18,319 New
MFG
389
Mainsail Financial Group
Washington
$2.91M +$2.91M +17,726 New
EFS
390
Essex Financial Services
Connecticut
$2.9M -$231K -1,456 -7%
AOWM
391
Alpha Omega Wealth Management
Virginia
$2.9M +$179K +1,127 +7%
NRI
392
NFP Retirement Inc
California
$2.89M -$485K -3,051 -14%
PAI
393
Pittenger & Anderson Inc
Nebraska
$2.88M +$5.56K +35 +0.2%
SB
394
Simmons Bank
Arkansas
$2.87M -$138K -870 -5%
WPWM
395
Windward Private Wealth Management
Kansas
$2.87M -$316K -1,988 -10%
EGA
396
E&G Advisors
Texas
$2.86M +$1.59K +10 +0.1%
VAM
397
Verity Asset Management
North Carolina
$2.86M +$2.52M +15,886 +749%
AA
398
Axiom Advisory
California
$2.85M -$6.04K -38 -0.2%
OIA
399
OneDigital Investment Advisors
Kansas
$2.83M +$738K +4,647 +35%
CS
400
Comerica Securities
Michigan
$2.83M -$175K -1,099 -6%
14 15
16
17 18