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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.

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
1
Bank of Montreal
Ontario, Canada
$104M
2
Bank of America
2
Bank of America
North Carolina
$1.7B
3
RWP
3
RWA Wealth Partners
Massachusetts
$49.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.3M
5
Betterment LLC
5
Betterment LLC
New York
$1.18B

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$538M
3
Ameriprise
3
Ameriprise
Minnesota
$120M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$98.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$90.9M 572,185 +13,922 +2%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$88.6M 558,149 +16,343 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$76.5M 481,743 +35,077 +8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$75.1M 472,776 -29,344 -6%
SP
30
Symmetry Partners
Connecticut
$74.9M 471,565 +83,917 +22%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$72.1M 454,090 +89,889 +25%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$72.1M 454,084 -31,999 -7%
MIAS
33
Mason Investment Advisory Services
Virginia
$63.1M 397,324 -1,240 -0.3%
FG
34
Foster Group
Iowa
$62.7M 394,897 -4,528 -1%
RJA
35
Raymond James & Associates
Florida
$62M 390,299 +37,235 +11%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$60.7M 382,480 – –
CFM
37
Comprehensive Financial Management
California
$60.3M 379,501 – –
SC
38
Savant Capital
Illinois
$58.2M 442,684 +107,128 +32%
SGAM
39
Stephens Group Asset Management
Arkansas
$57.7M 363,196 -5,362 -1%
Mariner
40
Mariner
Kansas
$56.4M 355,347 -6,755 -2%
EWA
41
Exencial Wealth Advisors
Oklahoma
$54.5M 343,491 +5,858 +2%
MWM
42
Merriman Wealth Management
Washington
$53.8M 338,601 -26,881 -7%
MPM
43
MBB Public Markets
Illinois
$51.8M 326,430 +80,879 +33%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$51.2M 322,187 -12,097 -4%
VFP
45
Verus Financial Partners
Virginia
$50.6M 292,199 -1,040 -0.4%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$50.1M 315,252 +315,252 New
Bessemer Group
47
Bessemer Group
New Jersey
$49.5M 311,395 -3,536 -1%
RWP
48
RWA Wealth Partners
Massachusetts
$49.4M 297,046 +293,165 +7,554%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$46M 289,355 -7,064 -2%
PP
50
PDS Planning
Ohio
$45.6M 287,404 +9,219 +3%
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