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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 %
FC
176
Family CFO
California
$9.09M +$144K +908 +2%
FOFP
177
Fee-Only Financial Planning
South Carolina
$9.06M +$9.06M +57,046 New
KL
178
KWMG LLC
Kansas
$9.05M +$98.3K +619 +1%
William Blair & Company
179
William Blair & Company
Illinois
$9.02M +$1.51M +9,500 +20%
MWA
180
Moser Wealth Advisors
Washington
$9M +$314K +1,975 +4%
BWFA
181
Baltimore-Washington Financial Advisors
Maryland
$8.99M -$8.7M -54,782 -49%
DBT
182
Dubuque Bank & Trust
Iowa
$8.97M +$751K +4,728 +9%
OWA
183
Octavia Wealth Advisors
Ohio
$8.95M +$497K +3,129 +6%
AFS
184
Annapolis Financial Services
Maryland
$8.61M -$123K -773 -1%
QAM
185
Q3 Asset Management
Michigan
$8.6M +$8.6M +54,171 New
BFS
186
Bradley Foster & Sargent
Connecticut
$8.59M +$121K +763 +1%
AWA
187
Aaron Wealth Advisors
Illinois
$8.59M -$124K -778 -1%
CFO
188
Collective Family Office
Pennsylvania
$8.53M -$218K -1,371 -2%
AAP
189
Arax Advisory Partners
Colorado
$8.48M +$2.49M +15,693 +42%
PP
190
Prosperity Planning
Missouri
$8.38M – – –
PFO
191
Pathstone Family Office
New Jersey
$8.3M -$615K -4,088 -7%
WAM
192
Weinberger Asset Management
California
$8.24M +$134K +843 +2%
RZH
193
Relyea Zuckerberg Hanson
Connecticut
$8.12M +$2.74M +17,225 +51%
LI
194
LMCG Investments
Massachusetts
$8.11M +$139K +874 +2%
M&T Bank
195
M&T Bank
New York
$8.07M -$857K -5,397 -10%
CPA
196
Cardiff Park Advisors
California
$8.04M -$476 -3 -0%
CAWM
197
Capital Advisors Wealth Management
Washington
$7.99M +$670K +4,219 +9%
FM
198
Foster & Motley
Ohio
$7.97M -$1.43M -8,999 -15%
CT
199
Coastline Trust
Rhode Island
$7.94M +$3.87M +24,398 +95%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$7.92M +$484K +3,049 +7%
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