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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 %
BP
651
Ballentine Partners
Massachusetts
$929K – – –
AA
652
AlphaQ Advisors
Florida
$922K +$922K +5,804 New
CWM
653
Collaborative Wealth Management
Florida
$920K -$91.5K -576 -9%
SCG
654
Sonata Capital Group
Washington
$917K +$794 +5 +0.1%
SIA
655
Schechter Investment Advisors
Michigan
$914K +$63.7K +401 +7%
Neuberger Berman Group
656
Neuberger Berman Group
New York
$914K +$139K +875 +18%
CCG
657
Chatham Capital Group
Georgia
$908K -$3.97K -25 -0.4%
JFG
658
Jefferies Financial Group
New York
$907K +$907K +5,714 New
ATWA
659
Arbor Trust Wealth Advisors
Michigan
$905K +$57.2K +360 +7%
WIC
660
Woodmont Investment Counsel
Tennessee
$899K +$85.9K +541 +11%
IGGA
661
Iron Gate Global Advisors
Utah
$898K – – –
WFS
662
Weitzel Financial Services
Iowa
$897K +$76.2K +480 +9%
MWM
663
Meritas Wealth Management
California
$893K +$893K +5,623 New
TFS
664
Thoroughbred Financial Services
Tennessee
$881K +$123K +773 +16%
MFG
665
MidWestOne Financial Group
Iowa
$878K +$290K +1,829 +49%
ACM
666
Armbruster Capital Management
New York
$875K -$1.08M -6,812 -55%
CIC
667
Cutler Investment Counsel
Oregon
$872K – – –
VCA
668
Verdence Capital Advisors
Maryland
$864K +$477K +3,003 +123%
GGS
669
Galvin Gaustad & Stein
Arizona
$860K +$11.8K +74 +1%
HPM
670
Hoxton Planning & Management
West Virginia
$859K +$859K +5,411 New
OC
671
Oppenheimer & Co
New York
$858K +$476 +3 +0.1%
MAWA
672
Moss Adams Wealth Advisors
Washington
$857K +$857K +5,394 New
FNBOMD
673
First National Bank of Mount Dora
Florida
$855K – – –
BC
674
Bowman & Company
Wisconsin
$855K +$855K +5,381 New
AFA
675
Arlington Financial Advisors
California
$851K +$851K +5,357 New
25 26
27
28 29