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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 %
AFP
326
Ausdal Financial Partners
Iowa
$3.73M +$210K +1,322 +6%
SG
327
Sharper & Granite
California
$3.73M +$190K +1,197 +5%
BAM
328
Beaumont Asset Management
Texas
$3.73M +$268K +1,690 +8%
Vanguard Group
329
Vanguard Group
Pennsylvania
$3.7M +$3.7M +23,297 New
AAS
330
Ameritas Advisory Services
Nebraska
$3.69M +$1.08M +6,872 +42%
SFS
331
Sowell Financial Services
Arkansas
$3.68M +$114K +718 +3%
FTS
332
Fifth Third Securities
Ohio
$3.66M -$8.57K -54 -0.2%
NFC
333
Northeast Financial Consultants
Connecticut
$3.61M -$185K -1,167 -5%
KSWA
334
Kathleen S. Wright Associates
Pennsylvania
$3.6M +$148K +930 +4%
TF
335
Theory Financial
Colorado
$3.6M +$52.9K +333 +1%
FWI
336
Facet Wealth Inc
Maryland
$3.58M +$3.58M +22,546 New
MWA
337
Martel Wealth Advisors
Washington
$3.56M +$357K +2,249 +11%
CTC
338
Central Trust Company
Missouri
$3.56M -$58.6K -369 -2%
RLWM
339
RF&L Wealth Management
Massachusetts
$3.54M -$45.9K -289 -1%
LIM
340
Leavell Investment Management
Alabama
$3.52M +$223K +1,406 +7%
APP
341
Avantax Planning Partners
Iowa
$3.51M -$84.1K -530 -2%
CCA
342
Column Capital Advisors
Indiana
$3.47M +$7.94K +50 +0.2%
Citigroup
343
Citigroup
New York
$3.46M -$2.95M -18,569 -46%
GIA
344
Goodwin Investment Advisory
Georgia
$3.42M -$225K -1,418 -6%
VIA
345
Vickerman Investment Advisors
Washington
$3.39M -$893K -5,623 -21%
EFG
346
Everhart Financial Group
Ohio
$3.39M +$385K +2,427 +13%
BRG
347
Bay Rivers Group
Virginia
$3.38M +$12.5K +79 +0.4%
CWM
348
Cranbrook Wealth Management
Michigan
$3.31M -$280K -1,762 -8%
WFM
349
Wolff Financial Management
Michigan
$3.31M -$609K -3,834 -16%
TA
350
TFB Advisors
Kansas
$3.29M +$222K +1,398 +7%
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