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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 %
PFM
151
Phillips Financial Management
Indiana
$11.2M -$204K -1,285 -2%
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$11.2M -$31.8K -200 -0.3%
WANY
153
Wealthspire Advisors (New York)
New York
$11.2M +$1.31M +8,271 +13%
TFP
154
TrueWealth Financial Partners
Washington
$11.1M +$291K +1,835 +3%
PWM
155
Praetorian Wealth Management
California
$11M +$970K +6,109 +10%
FPAS
156
Focus Partners Advisor Solutions
Missouri
$10.9M +$330K +2,081 +3%
JIC
157
Johnson Investment Counsel
Ohio
$10.8M +$58.8K +370 +0.5%
CA
158
Capital Advantage
California
$10.8M +$2.29M +14,400 +27%
BTCPP
159
Border to Coast Pensions Partnership
United Kingdom
$10.8M +$10.8M +68,000 New
SPIA
160
Steward Partners Investment Advisory
New York
$10.8M -$1.79M -11,267 -14%
NA
161
NewEdge Advisors
Louisiana
$10.7M +$2.16M +22,564 +25%
BAM
162
Baldrige Asset Management
Pennsylvania
$10.3M -$156K -985 -1%
NHC
163
Nicholas Hoffman & Company
Georgia
$10.2M +$469K +2,954 +5%
AI
164
Atria Investments
North Carolina
$10.2M +$141K +891 +1%
PPP
165
Private Portfolio Partners
New Jersey
$10.1M +$82.9K +522 +0.8%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$10M +$2.61M +16,419 +35%
BPA
167
Beacon Pointe Advisors
California
$9.98M -$376K -2,368 -4%
EDRIA
168
Edmonds Duncan Registered Investment Advisors
Kansas
$9.64M -$567K -3,571 -6%
AAS
169
Avantax Advisory Services
Texas
$9.64M +$2.29M +14,404 +31%
BF
170
Brooklyn FI
New York
$9.38M -$3.96M -10,883 -30%
HCMT
171
Highland Capital Management (Tennessee)
Tennessee
$9.38M -$130K -816 -1%
BF
172
Blankinship & Foster
California
$9.34M -$599K -3,772 -6%
ONB
173
Old National Bancorp
Indiana
$9.19M +$688K +4,334 +8%
EC
174
Estate Counselors
Wisconsin
$9.19M +$8.93M +56,210 +3,427%
DADC
175
D.A. Davidson & Co
Montana
$9.11M -$4.02M -25,332 -31%
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