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 %
SWP
451
Stratos Wealth Partners
Ohio
$2.11M +$387K +2,440 +22%
WCA
452
Waypoint Capital Advisors
Minnesota
$2.1M -$84.8K -534 -4%
LIG
453
Lokken Investment Group
Delaware
$2.1M -$10.5K -66 -0.5%
CANC
454
Culbertson A N & Co
Virginia
$2.1M -$12.7K -80 -0.6%
WSTAM
455
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M +$8.26K +52 +0.4%
WCFA
456
Walkner Condon Financial Advisors
Wisconsin
$2.09M +$680K +4,280 +48%
NSIM
457
North Star Investment Management
Illinois
$2.08M +$178K +1,124 +9%
MA
458
MAS Advisors
Florida
$2.08M +$1.75K +11 +0.1%
TWM
459
TriaGen Wealth Management
California
$2.07M +$55.3K +348 +3%
SFP
460
Sterling Financial Planning
New Jersey
$2.07M -$1.11K -7 -0.1%
CCWA
461
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.06M +$2.06M +12,960 New
JWCA
462
J.W. Cole Advisors
Florida
$2.05M +$228K +1,433 +12%
BBW
463
Blue Barn Wealth
Utah
$2.05M +$51.3K +323 +3%
IA
464
IFG Advisory
Georgia
$2.05M -$606K -3,819 -23%
SC
465
SouthState Corp
Florida
$2.02M -$13.2K -83 -0.6%
AIM
466
Acropolis Investment Management
Missouri
$2.02M +$366K +2,306 +22%
RGC
467
Roberts, Glore & Co
Illinois
$2.01M +$2.38K +15 +0.1%
CCM
468
Coldstream Capital Management
Washington
$2M +$2M +12,617 New
MECA
469
Miller Equity Capital Advisors
Texas
$2M +$29.4K +185 +1%
FFL
470
Financial Freedom LLC
Ohio
$1.99M +$1.99M +12,554 New
ANTB
471
AMG National Trust Bank
Colorado
$1.99M +$35.7K +225 +2%
ATC
472
Argent Trust Co
Tennessee
$1.98M -$67.5K -425 -3%
FFA
473
Farther Finance Advisors
California
$1.96M +$1.96M +12,363 New
MSWMA
474
Market Street Wealth Management Advisors
Indiana
$1.96M -$492K -3,097 -20%
R
475
Rebalance
California
$1.96M +$1.96M +12,321 New
17 18
19
20 21