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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 %
ML
401
Mayport LLC
Massachusetts
$2.77M +$285K +1,797 +11%
ACA
402
Atlas Capital Advisors
Wyoming
$2.77M +$242K +1,524 +10%
ACM
403
Advisors Capital Management
New Jersey
$2.74M -$165K -1,041 -6%
GWM
404
Greenhouse Wealth Management
Connecticut
$2.72M +$293K +1,842 +12%
SW
405
SlateStone Wealth
Florida
$2.69M -$62.9K -396 -2%
EWA
406
EverSource Wealth Advisors
Alabama
$2.69M -$6.03K -38 -0.2%
FFG
407
Fullen Financial Group
Ohio
$2.67M +$29.3K +169 +1%
EA
408
Eclectic Associates
California
$2.62M +$417K +2,628 +19%
AAS
409
Ameritas Advisory Services
Nebraska
$2.62M -$677K -4,263 -21%
RPSA
410
Richard P. Slaughter Associates
Texas
$2.61M +$336K +2,113 +15%
VA
411
Valmark Advisers
Ohio
$2.6M -$574K -3,612 -18%
FWM
412
Forza Wealth Management
Florida
$2.58M +$2.58M +16,268 New
SWM
413
Spire Wealth Management
Virginia
$2.56M +$2.21M +13,902 +623%
PFG
414
Pinnacle Financial Group
Illinois
$2.55M -$3.49K -22 -0.1%
CDH
415
Charles D. Hyman
$2.55M – – –
KPWS
416
Kestra Private Wealth Services
Texas
$2.54M +$2.02M +12,711 +388%
CC
417
Cypress Capital
Tennessee
$2.5M -$9.85K -62 -0.4%
V
418
Veritable
Delaware
$2.49M -$794 -5 -0%
CWA
419
CJM Wealth Advisers
Virginia
$2.47M -$15.4K -97 -0.6%
HSA
420
HBK Sorce Advisory
Pennsylvania
$2.47M +$1.93M +12,140 +355%
BC
421
Burleson & Co
California
$2.47M – – –
WTFG
422
Wells Trecaso Financial Group
Ohio
$2.42M -$8.26K -52 -0.3%
FA
423
Faithward Advisors
Pennsylvania
$2.41M -$58.8K -370 -2%
WA
424
WP Advisors
California
$2.41M -$34K -214 -1%
PIMG
425
Patriot Investment Management Group
Tennessee
$2.4M -$6.15K -36 -0.3%
15 16
17
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