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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 %
SWRP
826
Summit Wealth & Retirement Planning
California
$449K +$16.2K +102 +4%
IAG
827
Ipsen Advisor Group
Arkansas
$446K +$446K +2,808 New
MFG
828
Magnus Financial Group
New York
$444K +$125K +787 +39%
RMA
829
Roffman Miller Associates
Pennsylvania
$442K +$1.75K +11 +0.4%
TC
830
TownSquare Capital
Utah
$442K +$151K +950 +52%
SWM
831
Selective Wealth Management
Virginia
$442K +$3.01K +18 +0.7%
PK
832
Pflug Koory
Nebraska
$442K – – –
PHS
833
Pekin Hardy Strauss
Illinois
$439K -$56.7K -357 -11%
CAC
834
Certified Advisory Corp
Florida
$435K +$45.3K +285 +12%
EBA
835
Eagle Bay Advisors
New York
$434K +$292K +1,837 +205%
WAG
836
Windsor Advisory Group
Ohio
$432K +$432K +2,720 New
OWA
837
Opal Wealth Advisors
New York
$426K +$426K +2,680 New
FLA
838
Financial Life Advisors
Texas
$423K -$156K -980 -27%
GP
839
Greenline Partners
New York
$422K – – –
FHA
840
Flagship Harbor Advisors
Massachusetts
$420K +$29.4K +185 +8%
NAS
841
Nicolet Advisory Services
Wisconsin
$419K +$159K +957 +61%
MCA
842
Magnolia Capital Advisors
Mississippi
$418K – – –
SB
843
Strategic Blueprint
Georgia
$416K -$1.11K -7 -0.3%
SBIA
844
Sheaff Brock Investment Advisors
Indiana
$412K -$7.78K -49 -2%
SL
845
Salomon & Ludwin
Virginia
$408K +$408K +2,572 New
GL
846
Graypoint LLC
New York
$408K -$72.4K -456 -15%
BC
847
Burney Company
Virginia
$407K +$5.56K +35 +1%
CWM
848
Cahill Wealth Management
Michigan
$404K -$211K -1,213 -34%
APA
849
Astoria Portfolio Advisors
New York
$402K +$402K +2,410 New
FIC
850
Family Investment Center
Missouri
$397K +$397K +2,503 New
32 33
34
35 36