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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 %
DWMS
876
Dominguez Wealth Management Solutions
Virginia
$363K +$363K +2,283 New
PTC
877
Private Trust Company
Ohio
$361K +$16.3K +103 +5%
TH
878
Team Hewins
California
$361K +$361K +2,271 New
DAM
879
Derbend Asset Management
Georgia
$360K – – –
DSA
880
Droms Strauss Advisors
Missouri
$357K -$1.27K -8 -0.4%
API
881
Advisor Partners II
California
$357K -$137K -860 -28%
TDC
882
Thompson Davis & Co
Virginia
$356K +$55.3K +348 +18%
FB
883
Fulton Bank
Pennsylvania
$355K +$355K +2,237 New
AWM
884
Accurate Wealth Management
Florida
$354K +$354K +2,154 New
NP
885
NorthRock Partners
Minnesota
$353K -$200K -1,259 -36%
KF
886
Krilogy Financial
Missouri
$353K +$64.8K +408 +23%
SAM
887
SignalPoint Asset Management
Missouri
$349K -$4.44K -28 -1%
TFM
888
TFC Financial Management
Massachusetts
$347K +$794 +5 +0.2%
MCM
889
Morton Capital Management
California
$347K -$2.54K -16 -0.7%
AIA
890
Arbor Investment Advisors
North Carolina
$342K +$6.83K +43 +2%
ASI
891
Advisory Services & Investments
Oregon
$340K -$290K -1,825 -46%
PWW
892
Pettyjohn Wood & White
Virginia
$337K – – –
AR
893
Apeiron RIA
Texas
$336K +$336K +2,114 New
CWAG
894
Compton Wealth Advisory Group
Virginia
$335K -$643K -4,050 -66%
EWMCB
895
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$334K – – –
SPW
896
Sonoma Private Wealth
California
$333K +$333K +2,099 New
MPM
897
Meritage Portfolio Management
Kansas
$333K -$12.7K -80 -4%
ECM
898
Evergreen Capital Management
Washington
$333K -$19.1K -120 -5%
WFA
899
West Financial Advisors
Iowa
$331K – – –
TIM
900
Total Investment Management
Arizona
$330K -$1.72M -10,826 -84%
34 35
36
37 38