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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.

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
1
Bank of America
North Carolina
$1.82B
2
Betterment LLC
2
Betterment LLC
New York
$1.22B
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$29.1M
4
RIA
4
Retirement Investment Advisors
Oklahoma
$25.9M
5
EWA
5
EP Wealth Advisors
California
$35.9M

Top Sellers

1
AF
1
Allworth Financial
California
$75.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$25.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$642M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$62.2M
5
MPM
5
MBB Public Markets
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$76.3M +$1.22M +7,679 +2%
AF
27
Allworth Financial
California
$75.9M -$60.4M -380,321 -44%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$75.4M +$3.27M +20,598 +5%
SC
29
Savant Capital
Illinois
$71.4M +$1.16M +7,278 +2%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$68M -$4.08M -25,698 -6%
FG
31
Foster Group
Iowa
$62.8M +$91K +573 +0.1%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$62.2M -$26.4M -166,254 -30%
Retirement Systems of Alabama
33
Retirement Systems of Alabama
Alabama
$60.7M – – –
CFM
34
Comprehensive Financial Management
California
$60.2M – – –
SGAM
35
Stephens Group Asset Management
Arkansas
$57.6M -$22.7K -143 -0%
Mariner
36
Mariner
Kansas
$57.3M +$897K +5,650 +2%
RJA
37
Raymond James & Associates
Florida
$55.4M -$6.53M -41,139 -11%
EWA
38
Exencial Wealth Advisors
Oklahoma
$54.6M +$113K +712 +0.2%
MCCA
39
Mill Creek Capital Advisors
Pennsylvania
$51.5M +$1.41M +8,895 +3%
Bessemer Group
40
Bessemer Group
New Jersey
$49.5M +$38.4K +242 +0.1%
RWP
41
RWA Wealth Partners
Massachusetts
$49.3M +$2.16M +13,603 +5%
PP
42
PDS Planning
Ohio
$48.7M +$3.04M +19,168 +7%
MIAS
43
Mason Investment Advisory Services
Virginia
$46.8M -$16.3M -102,726 -26%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$46.2M +$293K +1,844 +0.6%
VFP
45
Verus Financial Partners
Virginia
$44.4M +$333K +2,210 +0.8%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$43M +$5.82M +36,761 +16%
RA
47
Rodgers & Associates
Pennsylvania
$42.8M +$140K +879 +0.3%
ZF
48
Zhang Financial
Michigan
$42.2M -$143K -898 -0.3%
Stifel Financial
49
Stifel Financial
Missouri
$42M +$2.08M +13,099 +5%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$41.5M +$6.49M +40,900 +19%
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