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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 %
PCH
926
PGIM Custom Harvest
New Jersey
$307K +$307K +1,934 New
AWC
927
Adamsbrown Wealth Consultants
Kansas
$306K -$26.2K -165 -8%
DWP
928
Destiny Wealth Partners
Florida
$306K +$28.9K +182 +10%
HWA
929
HHM Wealth Advisors
Tennessee
$304K +$296K +1,865 +3,968%
TWM
930
Thrive Wealth Management
Pennsylvania
$304K +$67.3K +424 +29%
AP
931
Appleton Partners
Massachusetts
$302K – – –
PB
932
Pinnacle Bancorp
Nebraska
$301K +$7.14K +45 +2%
MIM
933
Marco Investment Management
Georgia
$299K – – –
KCM
934
Kanawha Capital Management
Virginia
$298K – – –
MMHP
935
Murphy Middleton Hinkle & Parker
Georgia
$297K – – –
KTM
936
Keeler Thomas Management
Utah
$294K -$603K -3,794 -67%
CAL
937
Capital Advisors Ltd
Ohio
$294K – – –
Boston Partners
938
Boston Partners
Massachusetts
$294K -$65.1K -371 -18%
TFCP
939
Twin Focus Capital Partners
Massachusetts
$294K -$1.91K -12 -0.6%
LWM
940
Laidlaw Wealth Management
New York
$293K +$159 +1 +0.1%
FWM
941
Fairhaven Wealth Management
Illinois
$292K +$58.1K +366 +25%
BCI
942
Brinker Capital Investments
Pennsylvania
$291K -$57K -359 -16%
AWS
943
AJ Wealth Strategies
New York
$291K +$291K +1,833 New
AWS
944
Aspen Wealth Strategies
Colorado
$290K +$290K +1,824 New
GHAM
945
Gilman Hill Asset Management
Connecticut
$289K – – –
9WM
946
9258 Wealth Management
Ohio
$289K +$289K +1,818 New
WTC
947
WhitTier Trust Company
Nevada
$288K – – –
C1AG
948
Client 1st Advisory Group
Florida
$287K – – –
WCM
949
Weik Capital Management
Pennsylvania
$286K +$286K +1,800 New
NLP
950
Next Level Private
New York
$286K +$32.6K +200 +13%
36 37
38
39 40