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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 %
BPFA
951
Barnes Pettey Financial Advisors
Mississippi
$286K -$4.13K -26 -1%
HWAM
952
Hennion & Walsh Asset Management
New Jersey
$284K -$17.5K -110 -6%
AIA
953
Ally Invest Advisors
North Carolina
$283K +$283K +1,783 New
SWP
954
Strategic Wealth Partners
Ohio
$283K -$86.2K -543 -23%
DE
955
Day & Ennis
Georgia
$283K +$1.43K +9 +0.5%
PFBT
956
Parkside Financial Bank & Trust
Missouri
$281K +$28.6K +180 +11%
BB
957
Busey Bank
Illinois
$280K – – –
WFA
958
Wells Financial Advisors
Massachusetts
$280K -$47.6K -300 -15%
CIBC Private Wealth Group
959
CIBC Private Wealth Group
Georgia
$277K -$10.2K -226 -4%
EDRH
960
Edmond de Rothschild Holding
Switzerland
$277K – – –
BZWA
961
Blue Zone Wealth Advisors
California
$276K +$2.22K +14 +0.8%
RPWA
962
Regent Peak Wealth Advisors
Georgia
$275K – – –
IIC
963
Integrated Investment Consultants
Michigan
$275K – – –
MA
964
Momentum Advisors
New York
$273K +$318 +2 +0.1%
DI
965
DFPG Investments
Utah
$272K +$272K +1,637 New
S
966
SignatureFD
Georgia
$272K +$10.2K +64 +4%
CWA
967
CM Wealth Advisors
Ohio
$272K – – –
1SB
968
1ST Source Bank
Indiana
$272K +$10.3K +65 +4%
MPCL
969
My Personal CFO LLC
Washington
$271K +$271K +1,705 New
VCP
970
Vista Capital Partners
Oregon
$270K -$344K -2,164 -56%
OA
971
Operose Advisors
Wisconsin
$269K +$1.75K +11 +0.7%
TA
972
TFG Advisers
Michigan
$269K +$27.5K +173 +11%
RBFC
973
Roman Butler Fullerton & Co
Missouri
$268K -$16.5K -98 -6%
SFS
974
Summit Financial Strategies
Ohio
$263K +$476 +3 +0.2%
RC
975
Rovin Capital
Arizona
$261K -$159 -1 -0.1%
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