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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 %
FA
701
Financial Alternatives
California
$731K +$731K +4,606 New
LWAC
702
Laurel Wealth Advisors (California)
California
$730K +$377K +2,372 +107%
CSIA
703
Conrad Siegel Investment Advisors
Pennsylvania
$729K -$35.1K -221 -5%
AT
704
American Trust
Kentucky
$728K +$52.4K +330 +8%
BAMG
705
Brand Asset Management Group
Missouri
$725K +$17.3K +109 +2%
LWM
706
Lodestone Wealth Management
Washington
$722K +$722K +4,545 New
BWP
707
BSW Wealth Partners
Colorado
$720K -$276K -1,735 -28%
Renaissance Technologies
708
Renaissance Technologies
New York
$715K +$111K +700 +18%
CCM
709
Canal Capital Management
Virginia
$711K +$15.1K +95 +2%
CSPIA
710
Cary Street Partners Investment Advisory
Virginia
$705K +$175K +1,104 +33%
MHS
711
M Holdings Securities
Oregon
$703K +$403K +2,538 +134%
LF
712
Lantz Financial
Illinois
$703K +$194K +1,221 +38%
AWA
713
Arkadios Wealth Advisors
Georgia
$701K +$20.6K +130 +3%
NFP
714
Narus Financial Partners
Utah
$699K +$135K +849 +24%
WH
715
Willner & Heller
California
$698K -$5.08K -32 -0.7%
KA
716
Kovack Advisors
Florida
$695K -$56.8K -358 -8%
VPIM
717
Vanguard Personalized Indexing Management
California
$691K +$122K +767 +21%
RA
718
RFG Advisory
Alabama
$687K -$155K -880 -18%
SCM
719
SOL Capital Management
Maryland
$686K +$132K +833 +24%
RTL
720
Red Tortoise LLC
Georgia
$685K +$685K +4,314 New
OHWA
721
Oak Hill Wealth Advisors
Virginia
$683K +$683K +4,300 New
GJIC
722
Gamble Jones Investment Counsel
California
$676K -$108K -679 -14%
DWA
723
Dougherty Wealth Advisers
Minnesota
$675K +$675K +4,251 New
FOA
724
Five Oceans Advisors
California
$671K -$72.1K -454 -10%
LA
725
Lane & Associates
New Jersey
$669K +$669K +4,210 New
27 28
29
30 31