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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
+$118M
2
Betterment LLC
Betterment LLC
New York
+$32.7M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$29.1M
4
RIA
Retirement Investment Advisors
Oklahoma
+$19.9M
5
EWA
EP Wealth Advisors
California
+$18.4M

Top Sellers

1
AF
Allworth Financial
California
-$60.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$51.1M
3
Morgan Stanley
Morgan Stanley
New York
-$31.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$26.4M
5
MPM
MBB Public Markets
Illinois
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
301
Black Diamond Financial
Maryland
$4.08M +$297K +1,872 +8%
FWP
302
Falcon Wealth Planning
California
$4.08M -$407K -2,564 -9%
HP
303
Hyperion Partners
Pennsylvania
$4.08M +$63K +397 +2%
BFS
304
Bard Financial Services
Connecticut
$4.07M +$14.3K +90 +0.4%
MCWS
305
McKinley Carter Wealth Services
West Virginia
$4.06M -$146K -917 -3%
SSW
306
Stone Summit Wealth
Florida
$4.03M +$355K +2,234 +10%
HA
307
HFG Advisors
Ohio
$4.03M +$113K +709 +3%
UB
308
UMB Bank
Missouri
$4M -$77.5K -488 -2%
PCA
309
Prosperity Capital Advisors
Ohio
$3.98M +$3.04M +19,130 +320%
SRC
310
Shufro Rose & Co
New York
$3.95M +$1.58M +9,926 +66%
SFM
311
Signet Financial Management
New Jersey
$3.95M -$120K -755 -3%
MCCP
312
Mission Creek Capital Partners
California
$3.93M +$403K +2,537 +11%
BOPW
313
Brandywine Oak Private Wealth
Pennsylvania
$3.89M +$187K +1,180 +5%
MAG
314
MRA Advisory Group
New Jersey
$3.88M +$26.8K +169 +0.7%
WCM
315
Windham Capital Management
Massachusetts
$3.86M +$67.6K +426 +2%
JWCA
316
J.W. Cole Advisors
Florida
$3.84M +$1.78M +11,234 +87%
BSWA
317
Bromfield Sneider Wealth Advisors
Massachusetts
$3.83M -$42.7K -269 -1%
TC
318
Tenret Company
Florida
$3.83M +$94.1K +593 +3%
BJL
319
Brighton Jones LLC
Washington
$3.81M -$121K -762 -3%
BSB
320
Bangor Savings Bank
Maine
$3.8M -$341K -2,149 -8%
WP
321
WealthShield Partners
North Carolina
$3.78M +$204K +1,285 +6%
MIS
322
Morningstar Investment Services
Illinois
$3.77M +$51.5K +330 +1%
ST
323
Sageworth Trust
Pennsylvania
$3.74M -$1.43K -9 -0%
MMA
324
Miracle Mile Advisors
California
$3.74M -$988K -6,222 -21%
AWM
325
Apollon Wealth Management
South Carolina
$3.73M -$34.9K -220 -0.9%
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