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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 %
IA
276
IFP Advisors
Florida
$4.86M -$2.57M -24,758 -35%
SC
277
Swan Capital
Florida
$4.84M +$4.84M +30,473 New
MWA
278
Monograph Wealth Advisors
California
$4.84M +$3.81K +24 +0.1%
CWM
279
Chemistry Wealth Management
New York
$4.6M +$171K +1,080 +4%
MFWP
280
Mosaic Family Wealth Partners
Missouri
$4.58M -$280K -1,766 -6%
CWA
281
Cornerstone Wealth Advisors
Minnesota
$4.56M +$128K +807 +3%
SFO
282
Stokes Family Office
Louisiana
$4.55M -$7.46K -47 -0.2%
WQ
283
Wealth Quarterback
New Jersey
$4.54M +$283K +1,785 +7%
WIC
284
Willis Investment Counsel
Georgia
$4.54M +$737K +4,642 +19%
AA
285
Atmos Advisory
Pennsylvania
$4.52M -$4.45K -28 -0.1%
PFO
286
Pathstone Family Office
New Jersey
$4.51M -$4.24M -26,733 -48%
JIC
287
Joel Isaacson & Co
New York
$4.51M +$185K +1,165 +4%
IFPL
288
Investments & Financial Planning LLC
Kentucky
$4.49M -$450K -2,832 -9%
TW
289
Towerpoint Wealth
California
$4.46M +$312K +1,967 +8%
LFS
290
Lutz Financial Services
Nebraska
$4.44M -$33.2K -209 -0.7%
CA
291
CGN Advisors
Kansas
$4.41M +$119K +749 +3%
DC
292
Davenport & Co
Virginia
$4.4M +$172K +1,081 +4%
WT
293
Whittier Trust
California
$4.37M +$5.24K +33 +0.1%
MFG
294
Merit Financial Group
Georgia
$4.3M -$45.6K -287 -1%
SFG
295
SNS Financial Group
Minnesota
$4.22M -$432K -2,718 -9%
IWM
296
IHT Wealth Management
Illinois
$4.21M +$112K +703 +3%
MCM
297
Manchester Capital Management
Vermont
$4.2M -$141K -885 -3%
AWM
298
Aspire Wealth Management
Massachusetts
$4.13M +$4.92K +31 +0.1%
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.13M -$93.7K -590 -2%
LG
300
LAM Group
Oregon
$4.12M -$123K -775 -3%
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