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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 %
VF
426
Vawter Financial
Ohio
$2.33M -$11.4K -72 -0.5%
WCFA
427
Walkner Condon Financial Advisors
Wisconsin
$2.32M +$234K +1,472 +11%
NL
428
NWAM LLC
Washington
$2.32M -$1.45M -9,163 -39%
IA
429
IFG Advisory
Georgia
$2.32M +$264K +1,664 +13%
SC
430
Scotia Capital
Ontario, Canada
$2.31M -$1.27K -8 -0.1%
AG
431
Ascent Group
Virginia
$2.28M -$47.9K -302 -2%
CFA
432
Cahill Financial Advisors
Minnesota
$2.24M -$13.5K -85 -0.6%
ACA
433
Atlas Capital Advisors
Wyoming
$2.24M -$527K -3,321 -19%
PIMG
434
Patriot Investment Management Group
Tennessee
$2.23M -$1.75K -11 -0.1%
MCA
435
MSH Capital Advisors
Arizona
$2.21M -$8.73K -55 -0.4%
KeyBank National Association
436
KeyBank National Association
Ohio
$2.2M +$89.9K +566 +4%
CF
437
Corrigan Financial
Rhode Island
$2.2M +$59.2K +373 +3%
BCG
438
Breakwater Capital Group
New Jersey
$2.2M +$349K +2,199 +19%
FFL
439
Financial Freedom LLC
Ohio
$2.2M +$203K +1,277 +10%
LWMNY
440
Landmark Wealth Management (New York)
New York
$2.18M +$488K +3,074 +29%
MCA
441
Maryland Capital Advisors
Maryland
$2.18M -$74.8K -471 -3%
NSIM
442
North Star Investment Management
Illinois
$2.17M +$86.8K +547 +4%
REMPR
443
Roof Eidam Maycock Peralta (REMP)
California
$2.17M +$282K +1,776 +15%
WA
444
WP Advisors
California
$2.17M -$243K -1,531 -10%
MHIC
445
Marble Harbor Investment Counsel
Massachusetts
$2.14M -$111K -700 -5%
WCA
446
Waypoint Capital Advisors
Minnesota
$2.14M +$31.3K +197 +1%
CFAM
447
Center For Asset Management
Florida
$2.13M -$10K -63 -0.5%
SAM
448
Stone Asset Management
Texas
$2.13M -$4.88M -30,731 -70%
MFG
449
Magnus Financial Group
New York
$2.13M +$1.69M +10,621 +380%
EA
450
Echo45 Advisors
California
$2.12M +$306K +1,925 +17%
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