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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 %
BIP
1226
Brandes Investment Partners
California
– -$354K -2,466 Closed
WWA
1227
WCG Wealth Advisors
Nevada
– -$355K -2,323 Closed
MRWM
1228
ML&R Wealth Management
Texas
– -$308K -2,146 Closed
TI
1229
Trexquant Investment
Connecticut
– -$280K -1,953 Closed
PIA
1230
Pinion Investment Advisors
Kansas
– -$237K -1,655 Closed
HIP
1231
HUB Investment Partners
Texas
– -$237K -1,653 Closed
FA
1232
Fiducient Advisors
Illinois
– -$218K -1,520 Closed
CAN
1233
Claraphi Advisory Network
United States
– -$203K -1,415 Closed
T
1234
TNF
Montana
– -$203K -1,372 Closed
WB
1235
West Bancorporation
Iowa
– -$160K -1,116 Closed
HI
1236
Hudock Inc
Pennsylvania
– -$119K -833 Closed
HGERS
1237
Householder Group Estate & Retirement Specialist
Arizona
– -$107K -751 Closed
IAMOG
1238
Investors Asset Management of Georgia
Georgia
– -$105K -729 Closed
EW
1239
Evoke Wealth
California
– -$99K -689 Closed
TCWA
1240
Ten Capital Wealth Advisors
Washington
– -$52K -360 Closed
BWS
1241
BCR Wealth Strategies
Alabama
– -$41K -289 Closed
CWM
1242
Castle Wealth Management
Florida
– -$40K -278 Closed
CAAS
1243
Capital Asset Advisory Services
Michigan
– -$39K -273 Closed
OPW
1244
Oxler Private Wealth
New York
– -$31.7K -245 Closed
HFS
1245
Hantz Financial Services
Michigan
– -$33K -230 Closed
PFA
1246
Professional Financial Advisors
Nebraska
– -$32K -221 Closed
ACK
1247
Andrew C. Karlinski
– -$31K -218 Closed
NFSG
1248
Newbridge Financial Services Group
Florida
– -$26K -180 Closed
CTA
1249
Colonial Trust Advisors
South Carolina
– -$23K -158 Closed
JWBC
1250
John W. Brooker & Co
California
– -$22K -155 Closed
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