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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 %
TWP
126
Total Wealth Planning
Ohio
$13.6M -$575K -3,624 -4%
KCPG
127
Kavar Capital Partners Group
Kansas
$13.5M +$3.65K +23 +0%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$13.3M -$176K -1,042 -1%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$13M -$559K -3,517 -4%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$13M -$131K -823 -1%
AWAG
131
ARS Wealth Advisors Group
Florida
$13M +$776K +4,887 +6%
BC
132
Bartlett & Co
Ohio
$13M -$217K -1,367 -2%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$13M -$217K -1,367 -2%
EWA
134
EP Wealth Advisors
California
$12.8M -$301K -1,895 -2%
BWP
135
Baldwin Wealth Partners
Massachusetts
$12.8M +$12.4M +78,020 +2,738%
KBFS
136
Kohmann Bosshard Financial Services
Ohio
$12.7M +$40.5K +255 +0.3%
EI
137
Ellevest Inc
New York
$12.3M +$257K +1,621 +2%
NECFA
138
New England Capital Financial Advisors
Connecticut
$12.2M +$12.2M +72,972 New
SWM
139
Shakespeare Wealth Management
Wisconsin
$12.2M +$820K +5,166 +7%
BCM
140
Brookstone Capital Management
Illinois
$12.1M -$880K -5,396 -7%
AA
141
Ancora Advisors
Ohio
$12M +$839K +5,285 +7%
TWM
142
Tradition Wealth Management
Minnesota
$11.9M +$365K +2,298 +3%
AW
143
Avion Wealth
Texas
$11.9M – – –
AWS
144
Atria Wealth Solutions
New York
$11.9M +$1.19M +7,482 +11%
QIM
145
Quest Investment Management
Oregon
$11.8M – – –
JIR
146
James Investment Research
Ohio
$11.7M -$388K -2,443 -3%
FPIS
147
Financial Planning & Information Services
Wisconsin
$11.7M -$20.3K -128 -0.2%
PMFA
148
Plante Moran Financial Advisors
Michigan
$11.6M +$7.2M +45,314 +162%
TYCC
149
Texas Yale Capital Corp
Florida
$11.3M +$108K +677 +1%
BFA
150
BBJS Financial Advisors
Washington
$11.3M +$11.3M +71,076 New
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