VBR icon

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 %
ICG
251
InterOcean Capital Group
Tennessee
$5.6M +$212K +1,336 +4%
NFW
252
Noble Family Wealth
Florida
$5.6M +$5.6M +35,258 New
FA
253
FDx Advisors
Illinois
$5.59M – – –
AllianceBernstein
254
AllianceBernstein
Tennessee
$5.59M -$201K -1,266 -3%
HWM
255
HFG Wealth Management
Texas
$5.53M +$5.53M +34,830 New
AWE
256
Avidian Wealth Enterprises
Texas
$5.51M +$5.51M +34,685 New
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$5.49M +$92.2K +581 +2%
BI
258
Berkeley Inc
Idaho
$5.46M +$111K +699 +2%
JE
259
JMAC Enterprises
Pennsylvania
$5.4M -$89.2K -562 -2%
CA
260
Cornerstone Advisory
Maryland
$5.36M -$151K -950 -3%
CI
261
CX Institutional
Indiana
$5.26M +$303K +1,907 +6%
TIM
262
Tortoise Investment Management
New York
$5.16M +$6.51K +41 +0.1%
RIM
263
Rockbridge Investment Management
New York
$5.13M -$49.2K -310 -1%
PWM
264
Perigon Wealth Management
California
$5.06M +$114K +719 +2%
ATPW
265
Ashton Thomas Private Wealth
Arizona
$5.06M +$114K +715 +2%
CA
266
Cetera Advisors
Colorado
$5.04M +$54.5K +343 +1%
LSA
267
Lansing Street Advisors
Pennsylvania
$5.01M +$136K +858 +3%
ACA
268
Ackerman Capital Advisors
Texas
$5M -$60.6K -382 -1%
MWM
269
Meridian Wealth Management
Kentucky
$4.98M +$3.52M +22,177 +241%
WLIM
270
White Lighthouse Investment Management
Massachusetts
$4.97M +$24.6K +155 +0.5%
EP
271
Eudaimonia Partners
Tennessee
$4.94M +$181K +1,141 +4%
VAM
272
Verity Asset Management
North Carolina
$4.94M +$2.08M +13,088 +73%
CFS
273
Cannon Financial Strategists
Georgia
$4.92M -$34.6K -218 -0.7%
SCI
274
Stableford Capital II
Arizona
$4.89M +$4.89M +30,801 New
OCFG
275
O'Connor Financial Group
Illinois
$4.89M +$4.89M +30,804 New
9 10
11
12 13