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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 %
VCM
776
Versant Capital Management
Arizona
$536K +$33.5K +211 +7%
PLU
777
Performa Ltd (US)
South Carolina
$535K – – –
BOH
778
Bank of Hawaii
Hawaii
$534K +$90.2K +568 +20%
EWM
779
Evermay Wealth Management
Virginia
$533K -$16.7K -105 -3%
CB
780
Centennial Bank
Arkansas
$530K +$530K +3,340 New
AL
781
ACAS LLC
California
$530K +$530K +3,336 New
WTA
782
Washington Trust Advisors
Massachusetts
$526K -$1.13M -7,117 -68%
MWM
783
Mission Wealth Management
California
$525K -$26.2K -165 -5%
WP
784
WMS Partners
Maryland
$523K – – –
AAS
785
Annex Advisory Services
Wisconsin
$522K +$167K +1,050 +47%
PCM
786
Pointe Capital Management
Michigan
$522K -$38.1K -240 -7%
ECG
787
EPIQ Capital Group
California
$522K +$202K +1,272 +63%
TCA
788
Transcend Capital Advisors
New Jersey
$521K +$521K +3,280 New
RWM
789
Rockwood Wealth Management
Pennsylvania
$520K +$98.8K +622 +23%
PA
790
Procyon Advisors
Connecticut
$514K +$8.73K +55 +2%
CWA
791
Canvas Wealth Advisors
Kansas
$511K -$4.31K -26 -0.8%
QHA
792
Quarry Hill Advisors
Minnesota
$506K +$506K +3,185 New
RA
793
Rise Advisors
New York
$501K -$235K -1,479 -32%
FFP
794
Forbes Financial Planning
Rhode Island
$498K – – –
1IA
795
1834 Investment Advisors
Wisconsin
$496K +$101K +638 +26%
GT
796
Glenview Trust
Kentucky
$496K -$7.78K -49 -2%
SOAG
797
Silver Oak Advisory Group
Oregon
$493K -$147K -923 -23%
WA
798
Wealthstream Advisors
New York
$492K -$10.2K -64 -2%
IC
799
IEQ Capital
California
$488K -$46.8K -295 -9%
TWA
800
TCI Wealth Advisors
Arizona
$488K -$20.3K -128 -4%
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32
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