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

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$1.24B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$538M
3
Ameriprise
Ameriprise
Minnesota
$120M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$98.8M
5
Victory Capital Management
Victory Capital Management
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1201
FWL Investment Management
Texas
$2.86K – – –
BCMIO
1202
Beacon Capital Management Inc (Ohio)
Ohio
$2.86K +$2.86K +18 New
SBL
1203
Sargent Bickham Lagudis
Colorado
$2.84K – – –
IFA
1204
Interactive Financial Advisors
Illinois
$2.06K -$159 -1 -7%
CA
1205
Crewe Advisors
Utah
$2.06K +$2.06K +13 New
GTAM
1206
Global Trust Asset Management
Florida
$2.03K +$2.03K +13 New
FP
1207
Financial Perspectives
Minnesota
$1.43K – – –
MIM
1208
Macroview Investment Management
Maryland
$1.43K – – –
ZIG
1209
Zullo Investment Group
Pennsylvania
$1.43K – – –
BNP Paribas Financial Markets
1210
BNP Paribas Financial Markets
France
$1.43K +$1.43K +9 New
IBOK
1211
Independence Bank of Kentucky
Kentucky
$1K – – –
MFC
1212
Morris Financial Concepts
South Carolina
$318 – – –
CMP
1213
Coston McIsaac & Partners
Maine
$2 – – –
MA
1214
MUFG Americas
New York
– -$20.3M -141,706 Closed
Jane Street
1215
Jane Street
New York
– -$9.83M -68,527 Closed
Millennium Management
1216
Millennium Management
New York
– -$2M -13,962 Closed
FM
1217
Family Management
New York
– -$1.54M -10,715 Closed
FWI
1218
Facet Wealth Inc
Maryland
– -$1.52M -9,468 Closed
OFS
1219
OneAscent Financial Services
Alabama
– -$787K -5,491 Closed
LNWWM
1220
Laird Norton Wetherby Wealth Management
California
– -$698K -4,870 Closed
AWCI
1221
Alpine Woods Capital Investors
New York
– -$590K -4,113 Closed
TNA
1222
True North Advisors
Texas
– -$552K -3,851 Closed
SFPM
1223
Sensible Financial Planning & Management
Massachusetts
– -$447K -3,114 Closed
LA
1224
LexAurum Advisors
Kansas
– -$429K -2,991 Closed
TRCT
1225
Tower Research Capital (TRC)
New York
– -$387K -2,703 Closed
47 48
49
50 51