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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 %
DWMG
1101
DB Wealth Management Group
California
$69.9K -$139K -873 -66%
VNA
1102
Valley National Advisers
Pennsylvania
$66K +$7.79K +47 +13%
BL
1103
Balentine LLC
Georgia
$64.8K +$64.8K +408 New
JFG
1104
JDM Financial Group
Texas
$64.3K +$64.3K +405 New
AWM
1105
Abound Wealth Management
Tennessee
$63.1K +$11.3K +71 +22%
TH
1106
TCTC Holdings
Texas
$62.6K -$122K -766 -66%
JFA
1107
JNBA Financial Advisors
Minnesota
$58.3K – – –
PWM
1108
Provident Wealth Management
Tennessee
$56.7K – – –
TCA
1109
Trifecta Capital Advisors
Illinois
$56.4K +$56.4K +355 New
RLIM
1110
Red Lighthouse Investment Management
New York
$53K +$53K +334 New
MAWCM
1111
Mine & Arao Wealth Creation & Management
California
$51.9K – – –
BCM
1112
Bourgeon Capital Management
Connecticut
$50.2K +$42.2K +266 +532%
HDIM
1113
Hanson & Doremus Investment Management
Vermont
$50K +$159 +1 +0.3%
RWM
1114
Ruedi Wealth Management
Illinois
$49K +$49K +174 New
HCM
1115
Horrell Capital Management
Arkansas
$49K – – –
FCB
1116
First Command Bank
Texas
$48K – – –
FCFS
1117
First Command Financial Services
Texas
$48K – – –
HT
1118
Headlands Technologies
Illinois
$47K +$47K +296 New
HIA
1119
Harbor Investment Advisory
Maryland
$45.3K +$19.2K +121 +74%
OCM
1120
Orion Capital Management
California
$44.1K – – –
TF
1121
Tompkins Financial
New York
$43K – – –
JWA
1122
JFS Wealth Advisors
Pennsylvania
$41.4K +$39.4K +248 +1,908%
MFG
1123
Mendota Financial Group
Wisconsin
$40.8K +$40.8K +257 New
AAG
1124
Armstrong Advisory Group
Massachusetts
$40.8K +$40.8K +257 New
MPCG
1125
Matrix Private Capital Group
New York
$39.9K – – –
43 44
45
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