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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 %
SIA
201
Strategic Investment Advisors
Michigan
$7.82M +$1.37M +8,612 +21%
RFS
202
Retirement Financial Solutions
Tennessee
$7.79M +$7.79M +49,064 New
WIC
203
Whitegate Investment Counselors
New Hampshire
$7.73M +$742K +4,675 +11%
QFA
204
Quattro Financial Advisors
Texas
$7.68M -$931K -5,865 -11%
VWA
205
Visionary Wealth Advisors
Illinois
$7.57M +$7.13M +44,884 +1,621%
ST
206
Spinnaker Trust
Maine
$7.49M -$200K -1,260 -3%
FFM
207
Forum Financial Management
Illinois
$7.48M +$68K +428 +0.9%
ASN
208
Advisory Services Network
Georgia
$7.48M +$1.39M +8,736 +23%
IA
209
IFP Advisors
Florida
$7.47M +$343K +3,286 +5%
WWM
210
Windsor Wealth Management
Indiana
$7.46M -$51K -313 -0.7%
AIS
211
American Investment Services
Massachusetts
$7.46M +$486K +3,062 +7%
KDA
212
Kraft Davis & Associates
Missouri
$7.44M +$7.44M +43,174 New
BMM
213
Buffington Mohr McNeal
Idaho
$7.41M +$213K +1,344 +3%
IFS
214
Ifrah Financial Services
Arkansas
$7.4M -$216K -1,361 -3%
ACS
215
Archford Capital Strategies
Illinois
$7.39M +$183K +1,150 +3%
PPW
216
Presilium Private Wealth
Pennsylvania
$7.33M +$7.33M +46,163 New
PA
217
Parallel Advisors
California
$7.32M +$5.88K +37 +0.1%
Barclays
218
Barclays
United Kingdom
$7.18M +$7.14M +44,938 +14,979%
I
219
INVST
Indiana
$7.14M -$917K -5,293 -11%
SAM
220
Stone Asset Management
Texas
$7.01M +$15.9K +100 +0.2%
AM
221
AGF Management
Ontario, Canada
$6.97M +$6.97M +43,870 New
RWA
222
Redhawk Wealth Advisors
Minnesota
$6.89M +$1.03M +6,479 +18%
CWM
223
Connecticut Wealth Management
Connecticut
$6.74M +$27.3K +172 +0.4%
TC
224
Tacita Capital
Ontario, Canada
$6.68M +$15.9K +100 +0.2%
ML
225
McAdam LLC
Pennsylvania
$6.59M -$2.19M -12,242 -25%
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