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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 %
WPWM
401
Windward Private Wealth Management
Kansas
$2.66M -$208K -1,309 -7%
PCP
402
Proficio Capital Partners
Massachusetts
$2.64M +$1.88M +11,835 +245%
SS
403
Simplicity Solutions
Minnesota
$2.63M -$1.19M -7,507 -31%
EWA
404
EverSource Wealth Advisors
Alabama
$2.61M -$78.4K -494 -3%
RA
405
Riversedge Advisors
Delaware
$2.61M +$338K +2,131 +15%
PFG
406
Pinnacle Financial Group
Illinois
$2.6M +$48.1K +303 +2%
QAM
407
Q3 Asset Management
Michigan
$2.59M -$6.01M -37,838 -70%
EWM
408
Evergreen Wealth Management
Michigan
$2.58M +$663K +4,178 +35%
CB
409
Commerce Bank
Missouri
$2.57M -$1.06M -6,673 -29%
EA
410
Eclectic Associates
California
$2.57M -$51.6K -325 -2%
RPSA
411
Richard P. Slaughter Associates
Texas
$2.56M -$46.7K -294 -2%
PFP
412
Pinnacle Financial Partners
Tennessee
$2.56M -$623K -3,922 -20%
NL
413
NVWM LLC
Pennsylvania
$2.55M +$1.54M +9,705 +152%
CDH
414
Charles D. Hyman
$2.55M – – –
FFA
415
Farther Finance Advisors
California
$2.46M +$496K +3,124 +25%
FFG
416
Fullen Financial Group
Ohio
$2.44M +$12.6K +80 +0.5%
CC
417
Cypress Capital
Tennessee
$2.43M -$67.8K -427 -3%
NF
418
Nikulski Financial
Iowa
$2.42M +$226K +1,425 +10%
HWA
419
Heartwood Wealth Advisors
Virginia
$2.42M +$66.2K +417 +3%
PFA
420
Pathway Financial Advisors
Vermont
$2.41M +$18.3K +115 +0.8%
LPIC
421
LeJeune Puetz Investment Counsel
Michigan
$2.39M +$235K +1,479 +11%
WF
422
Warner Financial
Maryland
$2.38M +$218K +1,372 +10%
WTFG
423
Wells Trecaso Financial Group
Ohio
$2.38M -$41.3K -260 -2%
NW
424
NewEdge Wealth
Pennsylvania
$2.33M +$1.86M +11,725 +396%
RC
425
Roundview Capital
New Jersey
$2.33M +$86.2K +543 +4%
15 16
17
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