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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 %
LWP
1026
Lumature Wealth Partners
Georgia
$217K -$19.5K -123 -8%
KFI
1027
Key Financial Inc
Pennsylvania
$217K – – –
MIA
1028
Milestone Investment Advisors
Wisconsin
$215K +$215K +1,351 New
WCAMG
1029
Woodard & Company Asset Management Group
North Carolina
$214K -$41.3K -260 -16%
GWM
1030
Gray Wealth Management
Maine
$214K +$214K +1,349 New
FHC
1031
First Heartland Consultants
Missouri
$214K -$9.85K -62 -4%
SFMG
1032
Sage Financial Management Group
Virginia
$212K +$212K +1,334 New
VWA
1033
V Wealth Advisors
Kansas
$210K +$210K +1,324 New
LWM
1034
LJI Wealth Management
Indiana
$210K +$210K +1,324 New
VBWMG
1035
Von Berge Wealth Management Group
California
$210K +$210K +1,229 New
HCA
1036
Harbour Capital Advisors
Virginia
$209K +$209K +1,322 New
VVP
1037
Venture Visionary Partners
Ohio
$208K +$208K +1,312 New
SCM
1038
Shelton Capital Management
Colorado
$208K -$28.6K -180 -12%
WP
1039
Westmount Partners
California
$208K +$208K +1,309 New
SCM
1040
Sebold Capital Management
Illinois
$208K +$208K +1,308 New
RCAG
1041
Rehmann Capital Advisory Group
Michigan
$206K +$206K +1,299 New
RMDI
1042
R.M. Davis Inc
Maine
$206K +$206K +1,299 New
FFA
1043
First Foundation Advisors
California
$206K +$206K +1,297 New
FCH
1044
Freestone Capital Holdings
Washington
$206K +$206K +1,295 New
CA
1045
Calton & Associates
Florida
$205K +$205K +1,288 New
MLFP
1046
MPS Loria Financial Planners
Illinois
$204K +$204K +1,282 New
RI
1047
Ridgewood Investments
New Jersey
$202K +$202K +1,273 New
WA
1048
Wealth Advisors
California
$202K +$202K +1,270 New
RBC
1049
Romano Brothers & Co
Illinois
$200K +$200K +1,262 New
SCA
1050
Sage Capital Advisors
South Dakota
$200K +$200K +1,260 New
40 41
42
43 44