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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 %
CM
376
Columbus Macro
Pennsylvania
$3.02M -$16.7K -105 -0.5%
MFG
377
Mainsail Financial Group
Washington
$3.01M +$215K +1,364 +8%
AOWM
378
Alpha Omega Wealth Management
Virginia
$3M +$99.4K +626 +3%
GPI
379
General Partner Inc
Pennsylvania
$2.97M – – –
SAG
380
SageView Advisory Group
California
$2.97M -$304K -1,915 -9%
EGA
381
E&G Advisors
Texas
$2.96M +$96.2K +606 +3%
FWP
382
FAS Wealth Partners
Kansas
$2.96M -$57.8K -364 -2%
PWMG
383
Pioneer Wealth Management Group
Texas
$2.95M -$124K -784 -4%
SWM
384
Southern Wealth Management
Texas
$2.91M +$794 +5 +0%
NRI
385
NFP Retirement Inc
California
$2.91M +$13.8K +87 +0.5%
CAL
386
Capital Analysts LLC
Pennsylvania
$2.9M -$151K -948 -5%
PAI
387
Pittenger & Anderson Inc
Nebraska
$2.88M – – –
OIA
388
OneDigital Investment Advisors
Kansas
$2.88M +$48.9K +308 +2%
CA
389
Continuum Advisory
Idaho
$2.86M -$201K -1,267 -7%
CPIG
390
Chicago Partners Investment Group
Illinois
$2.82M -$331K -2,102 -11%
ZC
391
Zeit Capital
Colorado
$2.81M -$161K -1,012 -5%
ACM
392
Advisors Capital Management
New Jersey
$2.8M +$67K +422 +2%
PFA
393
Pure Financial Advisors
California
$2.78M +$950K +5,981 +52%
WRPWM
394
Werba Rubin Papier Wealth Management
California
$2.75M -$420K -2,647 -13%
FAIM
395
Financial Advocates Investment Management
Washington
$2.74M -$651K -4,100 -19%
SB
396
Simmons Bank
Arkansas
$2.74M -$136K -854 -5%
GWM
397
Greenhouse Wealth Management
Connecticut
$2.73M +$14.8K +93 +0.5%
CWA
398
CJM Wealth Advisers
Virginia
$2.71M +$240K +1,513 +10%
SW
399
SlateStone Wealth
Florida
$2.71M +$16.4K +103 +0.6%
NFP
400
NorthLanding Financial Partners
New York
$2.7M -$298K -1,874 -10%
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