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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.

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
1
Bank of Montreal
Ontario, Canada
$104M
2
Bank of America
2
Bank of America
North Carolina
$1.7B
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$50.1M
4
RWP
4
RWA Wealth Partners
Massachusetts
$49.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$37.3M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$538M
3
Ameriprise
3
Ameriprise
Minnesota
$120M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$98.8M
5
MA
5
MUFG Americas
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.7B 10,700,877 +380,295 +4%
AWA
2
Arete Wealth Advisors
Illinois
$1.24B 7,794 -3,271 -30%
Betterment LLC
3
Betterment LLC
New York
$1.18B 7,459,242 +190,152 +3%
Morgan Stanley
4
Morgan Stanley
New York
$674M 4,244,530 +70,494 +2%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$538M 3,389,311 -199,540 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$502M 3,161,591 +104,196 +3%
AssetMark Inc
7
AssetMark Inc
California
$475M 2,991,443 -2,563 -0.1%
UBS Group
8
UBS Group
Switzerland
$292M 1,837,395 -46,440 -2%
Wells Fargo
9
Wells Fargo
California
$289M 1,818,715 +112,600 +7%
MG
10
Mather Group
Illinois
$231M 1,455,249 +24,701 +2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$203M 1,279,311 +57,245 +5%
HMH
12
Hackensack Meridian Health
New Jersey
$182M 1,148,489 +2,557 +0.2%
LPL Financial
13
LPL Financial
California
$165M 1,041,895 +62,941 +6%
Goldman Sachs
14
Goldman Sachs
New York
$165M 1,040,931 +38,144 +4%
SEI Investments
15
SEI Investments
Pennsylvania
$158M 994,925 +98,488 +11%
UCFA
16
United Capital Financial Advisors
Texas
$157M 985,686 +7,388 +0.8%
CL
17
Choreo LLC
Illinois
$144M 904,849 +35,278 +4%
AF
18
Allworth Financial
California
$136M 858,632 +37,006 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$123M 776,707 +87,415 +13%
Ameriprise
20
Ameriprise
Minnesota
$120M 756,159 -164,097 -18%
AL
21
Aspiriant LLC
California
$116M 729,490 -51,601 -7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$104M 618,947 +461,070 +292%
TF
23
TIAA FSB
Florida
$102M 642,417 +5,528 +0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$98.8M 622,474 -159,812 -20%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$93.4M 588,065 +51,219 +10%
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