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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 %
SPC
351
Sigma Planning Corp
Michigan
$3.28M -$176K -1,107 -5%
AF
352
Advisornet Financial
Minnesota
$3.28M +$152K +955 +5%
RJT
353
Raymond James Trust
Florida
$3.25M +$76.8K +484 +2%
Northern Trust
354
Northern Trust
Illinois
$3.25M +$240K +1,509 +8%
EIM
355
Ervin Investment Management
Washington
$3.21M +$160K +1,023 +5%
CS
356
Comerica Securities
Michigan
$3.2M +$380K +2,391 +13%
TI
357
Truepoint Inc
Ohio
$3.2M -$292K -1,842 -8%
3IP
358
3Chopt Investment Partners
Virginia
$3.19M +$231K +1,454 +8%
BW
359
BIP Wealth
Georgia
$3.15M +$3.15M +19,811 New
IFA
360
Index Fund Advisors
California
$3.14M -$58.7K -370 -2%
VC
361
Veery Capital
Delaware
$3.13M -$15.7K -99 -0.5%
SWM
362
Spire Wealth Management
Virginia
$3.13M +$566K +3,563 +22%
WIP
363
WealthCare Investment Partners
Rhode Island
$3.12M -$84.5K -532 -3%
LIA
364
LS Investment Advisors
Michigan
$3.12M -$67.9K -428 -2%
KPWS
365
Kestra Private Wealth Services
Texas
$3.09M +$549K +3,461 +22%
AA
366
Axiom Advisory
California
$3.09M +$235K +1,477 +8%
TNBTD
367
Trustmark National Bank Trust Department
Mississippi
$3.08M -$215K -1,356 -7%
CA
368
CSM Advisors
Pennsylvania
$3.08M -$113K -711 -4%
ML
369
Mayport LLC
Massachusetts
$3.06M +$285K +1,797 +10%
LW
370
Linscomb Wealth
Texas
$3.05M -$146K -918 -5%
EFS
371
Essex Financial Services
Connecticut
$3.05M +$151K +948 +5%
NWM
372
Northwest Wealth Management
Iowa
$3.04M -$1.59K -10 -0.1%
CAMG
373
CWA Asset Management Group
Florida
$3.03M +$45.9K +289 +2%
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
$3.03M +$884K +5,566 +41%
FWM
375
Forza Wealth Management
Florida
$3.02M +$441K +2,778 +17%
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