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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,200 hedge funds and large institutions have $13.6B invested in Vanguard Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 498 increasing their positions, 429 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
19.21%
Holding in Top 10
107
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.76%
% of All Funds
1.71%
New
93
Increased
498
Reduced
429
Closed
70
Calls
$10.7M
Puts
$3.26M
Net Calls
+$7.46M
Net Calls Change
+$3.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.82B
2
Betterment LLC
Betterment LLC
New York
$1.22B
3
GFA
Gallagher Fiduciary Advisors
Illinois
$29.1M
4
RIA
Retirement Investment Advisors
Oklahoma
$25.9M
5
EWA
EP Wealth Advisors
California
$35.9M

Top Sellers

1
AF
Allworth Financial
California
$75.9M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$25.1K
3
Morgan Stanley
Morgan Stanley
New York
$642M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$62.2M
5
MPM
MBB Public Markets
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Safeguard Financial
Wisconsin
$6.14M +$1.25M +7,889 +26%
FCM
227
Firestone Capital Management
Florida
$6.14M +$52.4K +330 +0.9%
FM
228
Foster & Motley
Ohio
$6.12M -$1.85M -11,627 -23%
PMFA
229
Plante Moran Financial Advisors
Michigan
$6.08M -$5.56M -35,038 -48%
FAAM
230
First Ascent Asset Management
Colorado
$6.01M -$81K -510 -1%
MCM
231
MAI Capital Management
Ohio
$5.98M -$182K -1,149 -3%
IHWM
232
Iron Horse Wealth Management
Iowa
$5.97M +$219K +1,381 +4%
H
233
HoyleCohen
California
$5.96M +$356K +2,244 +6%
BRWA
234
B. Riley Wealth Advisors
Florida
$5.93M +$241K +1,520 +4%
TRCT
235
Tower Research Capital (TRC)
New York
$5.93M +$5.93M +37,332 New
GC
236
Garde Capital
Washington
$5.89M -$106K -666 -2%
SMWM
237
Silvia McColl Wealth Management
California
$5.88M +$159K +1,003 +3%
Brown Advisory
238
Brown Advisory
Maryland
$5.87M +$131K +825 +2%
RFA
239
RTD Financial Advisors
Pennsylvania
$5.87M -$11.7K -74 -0.2%
AAP
240
Arax Advisory Partners
Colorado
$5.86M -$2.62M -16,505 -31%
First Manhattan
241
First Manhattan
New York
$5.84M -$256K -1,614 -4%
PCMC
242
Paragon Capital Management (Colorado)
Colorado
$5.82M -$754K -4,751 -11%
VCAM
243
Van Cleef Asset Management
Ohio
$5.77M -$41.6K -262 -0.7%
FCM
244
Fortis Capital Management
Washington
$5.71M +$1.56M +9,815 +38%
ES
245
Eagle Strategies
New York
$5.71M -$379K -2,385 -6%
BTIM
246
BancFirst Trust & Investment Management
Oklahoma
$5.71M – – –
CFO
247
CVA Family Office
Colorado
$5.65M – – –
MWM
248
MorganRosel Wealth Management
Colorado
$5.64M +$385K +2,427 +7%
WMWM
249
Whitaker-Myers Wealth Managers
Ohio
$5.64M +$1.09M +6,888 +24%
EL
250
EWA LLC
Pennsylvania
$5.63M +$5.63M +36,897 New
8 9
10
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