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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 %
DWM
801
Dopkins Wealth Management
New York
$487K +$3.18K +20 +0.7%
GC
802
Grimes & Company
Massachusetts
$485K +$6.19K +39 +1%
VCM
803
Vivaldi Capital Management
Illinois
$484K +$163 +1 +0%
CIBC World Market
804
CIBC World Market
Ontario, Canada
$484K +$75K +472 +18%
JCM
805
Jag Capital Management
Missouri
$482K -$78.1K -492 -14%
Citadel Advisors
806
Citadel Advisors
Florida
$481K +$481K +3,026 New
EPWM
807
Essex Private Wealth Management
Massachusetts
$480K +$40.5K +255 +9%
UI
808
Unconventional Investor
New Hampshire
$480K – – –
BFC
809
Bedel Financial Consulting
Indiana
$479K +$17.9K +113 +4%
AA
810
Addison Advisors
Vermont
$479K +$479K +3,015 New
BIM
811
Baldwin Investment Management
Pennsylvania
$478K -$15.4K -97 -3%
RA
812
Resolute Advisors
California
$474K +$3.18K +20 +0.7%
AHC
813
Anderson Hoagland & Co
Missouri
$473K -$36K -219 -7%
PFG
814
PAX Financial Group
Texas
$471K +$3.81K +24 +0.8%
SWM
815
SeaCrest Wealth Management
New York
$471K +$61.9K +390 +15%
NW
816
NewEdge Wealth
Pennsylvania
$470K -$44.1K -278 -9%
D
817
Diversified
Delaware
$464K +$189K +1,191 +69%
CAG
818
Crestwood Advisors Group
Massachusetts
$459K -$3.18K -20 -0.7%
CAM
819
Clark Asset Management
New Hampshire
$457K +$457K +2,880 New
WWM
820
Western Wealth Management
Colorado
$457K -$476K -2,995 -51%
TCWM
821
Total Clarity Wealth Management
Illinois
$455K +$4.45K +28 +1%
TAM
822
Townsend Asset Management
North Carolina
$454K +$2.38K +15 +0.5%
GC
823
Gibson Capital
Pennsylvania
$453K -$15.9K -100 -3%
SMA
824
Sage Mountain Advisors
Georgia
$452K – – –
RWI
825
Red Wave Investments
Pennsylvania
$451K -$29.1K -183 -6%
31 32
33
34 35