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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.

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
1
Bank of Montreal
Ontario, Canada
$104M
2
Bank of America
2
Bank of America
North Carolina
$1.7B
3
RWP
3
RWA Wealth Partners
Massachusetts
$49.4M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.3M
5
Betterment LLC
5
Betterment LLC
New York
$1.18B

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$538M
3
Ameriprise
3
Ameriprise
Minnesota
$120M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$98.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
76
Inspirion Wealth Advisors
Illinois
$30.3M 191,071 -10,890 -5%
JFG
77
JMG Financial Group
Illinois
$28.9M 182,130 +17,521 +11%
CAN
78
Cetera Advisor Networks
California
$28.7M 180,467 +39,477 +28%
WPW
79
Waldron Private Wealth
Pennsylvania
$28.5M 199,017 – –
US Bancorp
80
US Bancorp
Minnesota
$28.5M 179,613 +123,942 +223%
APG
81
Abacus Planning Group
South Carolina
$27.5M 173,346 -1,385 -0.8%
WBG
82
Wharton Business Group
Pennsylvania
$25.7M 162,032 +9,082 +6%
SFP
83
Shepherd Financial Partners
Massachusetts
$25.7M 161,557 +8,870 +6%
PAS
84
Park Avenue Securities
New York
$25.4M 159,893 +22,652 +17%
EWM
85
Empirical Wealth Management
Washington
$23.8M 149,782 +17,679 +13%
AC
86
Apella Capital
Connecticut
$23.7M 149,353 -13,848 -8%
Prudential Financial
87
Prudential Financial
New Jersey
$23.3M 146,618 +6,853 +5%
AWM
88
AE Wealth Management
Kansas
$23M 144,586 +26,330 +22%
WA
89
Wealth Architects
California
$22.9M 144,047 +3,282 +2%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$22.7M 142,871 +3,275 +2%
MGIA
91
Moneta Group Investment Advisors
Missouri
$22.6M 130,721 +11,049 +9%
AWM
92
Arista Wealth Management
Nevada
$22.2M 140,084 +140,084 New
CPO
93
Cerity Partners OCIO
New York
$21.5M 135,680 -4,784 -3%
AMG
94
Asset Management Group
Connecticut
$21.4M 134,573 +2,839 +2%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$21.2M 133,772 +7,864 +6%
OPAM
96
Ocean Park Asset Management
California
$20.8M 131,000 +131,000 New
KAS
97
Kestra Advisory Services
Texas
$20.3M 128,096 -905 -0.7%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$20.3M 127,577 +17,466 +16%
AA
99
ALPS Advisors
Colorado
$20.2M 127,245 -1,225 -1%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$20.2M 127,228 -5,809 -4%
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4
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