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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 %
OCPWS
601
One Charles Private Wealth Services
Massachusetts
$1.09M +$82.7K +521 +8%
CFGS
602
Concourse Financial Group Securities
Alabama
$1.09M -$11.1K -70 -1%
CTA
603
Chesley Taft & Associates
Illinois
$1.07M – – –
WFAG
604
Worth Financial Advisory Group
North Carolina
$1.06M +$1.06M +6,704 New
KAM
605
KEB Asset Management
Illinois
$1.06M +$19.9K +125 +2%
ECG
606
Edge Capital Group
Georgia
$1.06M +$101K +638 +11%
TFS
607
TrustCore Financial Services
Tennessee
$1.06M +$16.2K +102 +2%
BAM
608
BTS Asset Management
Massachusetts
$1.05M +$1.05M +6,582 New
GA
609
GFS Advisors
Texas
$1.05M -$1.75K -11 -0.2%
PSF
610
Pacific Sun Financial
California
$1.05M -$11.1K -70 -1%
TC
611
Trust Company
Kansas
$1.05M -$42.2K -266 -4%
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$1.05M +$1.27K +8 +0.1%
KNFPWM
613
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.04M +$1.04M +6,572 New
GSWM
614
Greenup Street Wealth Management
Michigan
$1.03M +$111K +702 +12%
Financial Engines Advisors
615
Financial Engines Advisors
California
$1.03M -$136K -854 -12%
KA
616
Klingman & Associates
New York
$1.03M +$108K +681 +12%
IFWM
617
Institute for Wealth Management
Colorado
$1.03M -$37.2K -234 -3%
TPCW
618
TD Private Client Wealth
New York
$1.03M -$98.9K -623 -9%
AA
619
Alesco Advisors
New York
$1.03M +$1.03M +6,465 New
RFA
620
Resurgent Financial Advisors
Georgia
$1.02M +$455K +2,868 +80%
RCI
621
RS Crum Inc
California
$1.02M -$316K -1,987 -24%
JWM
622
Janiczek Wealth Management
Colorado
$1.02M – – –
JCM
623
Jacobi Capital Management
Pennsylvania
$1.01M -$26.2K -165 -3%
NL
624
NVWM LLC
Pennsylvania
$1.01M +$852K +5,368 +537%
CAG
625
Curtis Advisory Group
California
$1.01M +$105K +663 +12%
23 24
25
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