VBR icon

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 %
PFA
426
Pathway Financial Advisors
Vermont
$2.39M – – –
SRC
427
Shufro Rose & Co
New York
$2.38M +$390K +2,453 +20%
HWA
428
Heartwood Wealth Advisors
Virginia
$2.35M +$3.18K +20 +0.1%
AF
429
Affiance Financial
Minnesota
$2.34M +$2.34M +14,764 New
VF
430
Vawter Financial
Ohio
$2.34M +$2.34M +14,736 New
AG
431
Ascent Group
Virginia
$2.33M -$1.4M -8,797 -38%
SC
432
Scotia Capital
Ontario, Canada
$2.32M +$47.5K +299 +2%
PCA
433
Personal Capital Advisors
California
$2.32M +$331K +2,086 +17%
RA
434
Riversedge Advisors
Delaware
$2.27M +$1.03M +6,502 +83%
MCA
435
Maryland Capital Advisors
Maryland
$2.26M +$1.59K +10 +0.1%
CFA
436
Cahill Financial Advisors
Minnesota
$2.25M -$843K -5,306 -27%
Lido Advisors
437
Lido Advisors
California
$2.25M -$118K -746 -5%
MHIC
438
Marble Harbor Investment Counsel
Massachusetts
$2.25M +$256K +1,611 +13%
RC
439
Roundview Capital
New Jersey
$2.25M +$245K +1,541 +12%
MCA
440
MSH Capital Advisors
Arizona
$2.22M -$171K -1,074 -7%
NF
441
Nikulski Financial
Iowa
$2.2M +$1.64M +10,323 +293%
WPC
442
Wedmont Private Capital
Pennsylvania
$2.19M +$376K +2,307 +21%
WF
443
Warner Financial
Maryland
$2.17M +$290K +1,827 +15%
SWA
444
SOA Wealth Advisors
New York
$2.16M +$211K +1,331 +11%
GJIA
445
Glass Jacobson Investment Advisors
Maryland
$2.16M +$2.16M +13,606 New
LPIC
446
LeJeune Puetz Investment Counsel
Michigan
$2.16M +$149K +936 +7%
Koshinski Asset Management
447
Koshinski Asset Management
Illinois
$2.15M +$811K +5,104 +61%
CFAM
448
Center For Asset Management
Florida
$2.14M -$161K -1,015 -7%
CF
449
Corrigan Financial
Rhode Island
$2.14M -$43K -271 -2%
KeyBank National Association
450
KeyBank National Association
Ohio
$2.12M +$105K +659 +5%
16 17
18
19 20