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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 %
CA
551
Clearstead Advisors
Ohio
$1.38M +$255K +1,606 +23%
PWM
552
PBMares Wealth Management
Virginia
$1.38M -$1.02M -6,414 -42%
GVAG
553
Great Valley Advisor Group
Delaware
$1.38M +$103K +648 +8%
RIA
554
Regal Investment Advisors
Michigan
$1.38M +$1.75K +11 +0.1%
TFF
555
The Family Firm
Maryland
$1.37M +$130K +821 +10%
FANJ
556
Financial Architects (New Jersey)
New Jersey
$1.37M -$1.75K -11 -0.1%
SCP
557
Stevens Capital Partners
Nebraska
$1.36M +$1.36M +8,568 New
MFS
558
McNamara Financial Services
Massachusetts
$1.36M +$17.8K +112 +1%
USCWA
559
U.S. Capital Wealth Advisors
Texas
$1.36M +$63.5K +400 +5%
VFA
560
Valeo Financial Advisors
Indiana
$1.35M +$153K +1,754 +13%
HR
561
Hardy Reed
Mississippi
$1.34M -$197K -1,240 -13%
HCP
562
Hexagon Capital Partners
Arkansas
$1.34M -$105K -660 -7%
SF
563
Synovus Financial
Georgia
$1.34M -$20K -126 -1%
GPA
564
Guidance Point Advisors
Massachusetts
$1.34M +$9.37K +59 +0.7%
VCM
565
Virtue Capital Management
Tennessee
$1.34M -$246K -1,552 -16%
MA
566
MONECO Advisors
Connecticut
$1.33M +$6.67K +42 +0.5%
GRP
567
Global Retirement Partners
California
$1.31M -$51.5K -324 -4%
TCM
568
Telos Capital Management
California
$1.31M +$41.1K +259 +3%
NDSI
569
Newman Dignan & Sheerar Inc
Rhode Island
$1.29M +$7.78K +49 +0.6%
GBT
570
Grove Bank & Trust
Florida
$1.28M -$363K -2,286 -22%
DWM
571
Defined Wealth Management
Oregon
$1.26M +$1.26M +7,908 New
BFS
572
Bickling Financial Services
Massachusetts
$1.26M +$1.75K +11 +0.1%
NFG
573
Nations Financial Group
Iowa
$1.25M +$2.86K +18 +0.2%
SHFA
574
SC&H Financial Advisors
Maryland
$1.25M +$3.02K +19 +0.2%
BFA
575
Beacon Financial Advisory
Ohio
$1.25M -$69.5K -430 -5%
21 22
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