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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 %
DI
576
Disciplined Investments
Oklahoma
$1.25M -$26.8K -169 -2%
ABC
577
Associated Banc-Corp
Wisconsin
$1.23M +$294K +1,854 +31%
DB
578
Dravo Bay
Delaware
$1.22M +$152K +956 +14%
EWA
579
Evolution Wealth Advisors
Florida
$1.22M +$1.22M +7,690 New
PCIA
580
Prime Capital Investment Advisors
Kansas
$1.22M +$152K +956 +14%
MA
581
Mutual Advisors
Nebraska
$1.21M +$142K +895 +13%
CWMGP
582
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.19M -$54.3K -342 -4%
JC
583
Jentner Corp
Ohio
$1.17M -$8.73K -55 -0.7%
RRC
584
Relaxing Retirement Coach
Massachusetts
$1.17M -$28.4K -179 -2%
HA
585
HC Advisors
Georgia
$1.17M +$23.2K +146 +2%
WP
586
Wealthspan Partners
Iowa
$1.17M +$62.4K +393 +6%
CAG
587
Csenge Advisory Group
Florida
$1.16M -$289K -1,821 -20%
WFAG
588
Wescott Financial Advisory Group
Pennsylvania
$1.16M +$4.61K +29 +0.4%
CMBA
589
C.M. Bidwell & Associates
Hawaii
$1.15M +$26.7K +168 +2%
WAP
590
Wealthcare Advisory Partners
Pennsylvania
$1.15M -$190K -1,196 -14%
IWC
591
Integrated Wealth Concepts
Massachusetts
$1.14M +$158K +997 +16%
WA
592
Waverly Advisors
Alabama
$1.13M +$37.3K +235 +3%
DAS
593
Dynamic Advisor Solutions
Arizona
$1.13M -$110K -693 -9%
BP
594
BBR Partners
New York
$1.12M +$1.12M +7,082 New
ORC
595
O'Rourke & Company
Massachusetts
$1.12M +$453K +2,856 +68%
BCA
596
Bay Colony Advisors
Massachusetts
$1.11M +$16.8K +106 +2%
OPS
597
Orion Portfolio Solutions
Nebraska
$1.11M +$287K +1,809 +35%
RFG
598
RFP Financial Group
Georgia
$1.11M +$1.11M +6,986 New
HNB
599
Huntington National Bank
Ohio
$1.1M -$965K – –
FHC
600
Forest Hill Capital
Arkansas
$1.1M +$95.3K +600 +10%
22 23
24
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