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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 %
IA
751
IFG Advisors
Missouri
$603K +$318 +2 +0.1%
BFG
752
Bleakley Financial Group
New Jersey
$603K +$603K +3,800 New
CHC
753
City Holding Co
West Virginia
$600K -$7.15K -45 -1%
MAM
754
McLean Asset Management
Virginia
$599K +$4.13K +26 +0.7%
LFA
755
Landmark Financial Advisors
Kentucky
$598K -$7.94K -50 -1%
CPP
756
Capasso Planning Partners
South Carolina
$598K -$26.5K -167 -4%
BWA
757
BDO Wealth Advisors
Florida
$596K – – –
Qube Research & Technologies (QRT)
758
Qube Research & Technologies (QRT)
United Kingdom
$596K +$596K +3,750 New
LSPW
759
Lake Street Private Wealth
Illinois
$594K +$159 +1 +0%
AIM
760
Alhambra Investment Management
Florida
$592K +$592K +3,731 New
VW
761
Vance Wealth
California
$588K +$588K +3,703 New
CWC
762
Carolinas Wealth Consulting
North Carolina
$584K +$3.18K +20 +0.5%
CP
763
Camelot Portfolios
Ohio
$579K +$54.9K +346 +10%
AWM
764
Axxcess Wealth Management
California
$575K +$311K +1,961 +118%
GIA
765
Gladstone Institutional Advisory
Florida
$572K -$15.9K -100 -3%
Principal Financial Group
766
Principal Financial Group
Iowa
$564K +$564K +3,554 New
WA
767
Wealth Alliance
New York
$561K +$9.37K +59 +2%
IAS
768
Insigneo Advisory Services
Florida
$560K +$560K +3,528 New
CFG
769
Citizens Financial Group
Rhode Island
$555K +$14.9K +94 +3%
LHEI
770
Leo H. Evart Inc
California
$547K -$2.38K -15 -0.4%
GCA
771
Greenwood Capital Associates
South Carolina
$546K +$546K +3,439 New
FA
772
Flagstar Advisors
New York
$544K +$17.8K +112 +3%
EA
773
Eudaimonia Advisors
Tennessee
$539K -$31.6K -199 -6%
LW
774
Libra Wealth
California
$538K – – –
GLLW
775
Graves Light Lenhart Wealth
Virginia
$536K +$107K +674 +25%
29 30
31
32 33