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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.

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
1
Bank of Montreal
Ontario, Canada
$104M
2
Bank of America
2
Bank of America
North Carolina
$1.7B
3
RWP
3
RWA Wealth Partners
Massachusetts
$49.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.3M
5
Betterment LLC
5
Betterment LLC
New York
$1.18B

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$538M
3
Ameriprise
3
Ameriprise
Minnesota
$120M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$98.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
Rodgers & Associates
Pennsylvania
$42.7M +$835K +5,256 +2%
ZF
52
Zhang Financial
Michigan
$42.3M +$632K +3,979 +2%
B
53
Bailard
California
$42M +$11.5M +72,300 +38%
Creative Planning
54
Creative Planning
Kansas
$42M +$4.95M +31,156 +13%
CG
55
Colony Group
Massachusetts
$41.3M +$3.3M +20,790 +9%
Stifel Financial
56
Stifel Financial
Missouri
$39.9M +$3.67M +23,089 +10%
Truist Financial
57
Truist Financial
North Carolina
$39.2M +$2.08M +13,096 +6%
MML Investors Services
58
MML Investors Services
Massachusetts
$39.2M +$5.64M +35,505 +17%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$39.1M -$733K -4,617 -2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$39.1M +$10.7M +67,431 +38%
MAG
61
Mokosak Advisory Group
Iowa
$38.6M +$879K +5,526 +2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$37.3M +$32.2M +202,861 +636%
LNC
63
Lincoln National Corp
Pennsylvania
$36.6M -$531K -3,342 -1%
CAM
64
Cresset Asset Management
Illinois
$36.1M +$1.06M +6,733 +3%
MWM
65
Modera Wealth Management
New Jersey
$36M +$4.97M +31,286 +16%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$35M +$8.37M +52,690 +31%
TSW
67
Thompson Siegel & Walmsley
Virginia
$34.3M +$514K +3,234 +2%
CFFP
68
Center for Financial Planning
Michigan
$33.7M -$504K -3,175 -1%
EH
69
Equitable Holdings
New York
$33.3M +$10.6M +66,627 +47%
SI
70
Stephens Inc
Arkansas
$33.1M +$6.4M +40,272 +24%
BFA
71
Bragg Financial Advisors
North Carolina
$33M +$32.2K +203 +0.1%
BSW
72
Buckingham Strategic Wealth
Missouri
$31.5M -$21K -132 -0.1%
SF
73
Summit Financial
New Jersey
$31.3M +$1.39M +8,738 +5%
F
74
F3Logic
Minnesota
$30.6M +$1.23M +7,755 +4%
GBS
75
Gallagher Benefit Services
Illinois
$30.6M +$30.6M +192,369 New
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