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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 Holding Trade Value Shares
Change 		Shares
Change %
GT
101
Glenmede Trust
Pennsylvania
$19.7M -$1.75M -10,995 -8%
MAM
102
Marotta Asset Management
Virginia
$19.4M +$476K +2,999 +3%
SWA
103
Strategies Wealth Advisors
Michigan
$19.3M +$19.3M +121,626 New
BCIM
104
Bishop & Co Investment Management
Pennsylvania
$19.2M -$66.5K -419 -0.3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$18.9M +$148K +930 +0.8%
BWM
106
Brickley Wealth Management
California
$18.7M -$91.9K -579 -0.5%
NQWM
107
Northwest Quadrant Wealth Management
Oregon
$18.3M +$236K +1,484 +1%
SC
108
Sepio Capital
Utah
$18M -$7.87M -49,535 -30%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$17.4M +$5.91M +37,193 +52%
Comerica Bank
110
Comerica Bank
Texas
$17.1M -$456K -2,707 -3%
PPW
111
Pasadena Private Wealth
California
$16.7M +$1.52M +9,563 +10%
BIA
112
BHK Investment Advisors
Alabama
$16.6M -$3.9M -24,584 -19%
Cerity Partners
113
Cerity Partners
New York
$16.6M +$12.1M +74,240 +272%
Corient Private Wealth
114
Corient Private Wealth
Florida
$16.5M +$16.5M +102,727 New
JCM
115
Jacobsen Capital Management
Utah
$16.3M -$1.76M -11,064 -10%
LWP
116
LMG Wealth Partners
Louisiana
$16M +$16M +94,939 New
SIM
117
Studio Investment Management
Illinois
$15.9M +$150K +943 +1%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$15.9M +$6.16M +38,806 +63%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$15.7M +$6.54M +41,193 +71%
AWM
120
Avior Wealth Management
Nebraska
$15.3M -$162K -1,017 -1%
RVPG
121
Relative Value Partners Group
$15.2M +$475K +2,993 +3%
CCM
122
Carlson Capital Management
Minnesota
$15.1M -$319K -2,006 -2%
UOMF
123
University of Maryland Foundation
Maryland
$14.5M – – –
WIA
124
World Investment Advisors
California
$13.9M +$13.3M +83,521 +2,090%
PIFP
125
Partners in Financial Planning
Virginia
$13.7M +$31.2K +197 +0.2%
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5
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