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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 %
LIG
451
Lokken Investment Group
Delaware
$2.12M +$22.5K +142 +1%
Wealthfront Advisers
452
Wealthfront Advisers
California
$2.11M +$549K +3,461 +35%
TWM
453
TriaGen Wealth Management
California
$2.11M +$31.9K +201 +2%
PA
454
PFG Advisors
Arizona
$2.09M +$136K +857 +7%
AIM
455
Acropolis Investment Management
Missouri
$2.08M +$64.9K +409 +3%
CANC
456
Culbertson A N & Co
Virginia
$2.08M -$16.2K -102 -0.8%
SFP
457
Sterling Financial Planning
New Jersey
$2.08M +$5.87K +37 +0.3%
BBW
458
Blue Barn Wealth
Utah
$2.08M +$24.3K +153 +1%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M -$18.3K -115 -0.9%
GWM
460
Geneos Wealth Management
Colorado
$2.06M +$148K +933 +8%
SWA
461
SOA Wealth Advisors
New York
$2.06M -$102K -642 -5%
SC
462
SouthState Corp
Florida
$2.04M +$19.2K +121 +0.9%
WPC
463
Wedmont Private Capital
Pennsylvania
$2.03M -$73.8K -471 -3%
Lido Advisors
464
Lido Advisors
California
$2.03M -$217K -1,365 -10%
CCM
465
Coldstream Capital Management
Washington
$2.02M +$16K +101 +0.8%
RGC
466
Roberts, Glore & Co
Illinois
$2.01M -$1.59K -10 -0.1%
MECA
467
Miller Equity Capital Advisors
Texas
$2M +$8.73K +55 +0.4%
FA
468
Faithward Advisors
Pennsylvania
$2M -$317K -2,082 -14%
MA
469
MAS Advisors
Florida
$1.99M -$82.9K -522 -4%
FUBT
470
First United Bank & Trust
Maryland
$1.99M +$158K +994 +9%
ANTB
471
AMG National Trust Bank
Colorado
$1.98M -$318 -2 -0%
CCWA
472
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M -$85.7K -540 -4%
R
473
Rebalance
California
$1.96M +$8.73K +55 +0.4%
SOS
474
Silver Oak Securities
Tennessee
$1.96M +$68.3K +430 +4%
D
475
Dentgroup
Louisiana
$1.95M +$80.8K +509 +4%
17 18
19
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