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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 %
CCM
476
Condor Capital Management
New Jersey
$1.94M -$13K -82 -0.7%
C
477
CEDRUS
Colorado
$1.9M -$1.05M -6,618 -36%
HI
478
Harbour Investments
Wisconsin
$1.9M +$14.9K +94 +0.8%
TFP
479
Triune Financial Partners
Kansas
$1.88M -$66.7K -420 -3%
WB
480
WesBanco Bank
West Virginia
$1.88M +$10.6K +67 +0.6%
AFAS
481
Acorn Financial Advisory Services
Virginia
$1.87M +$10.3K +65 +0.6%
BWM
482
Baystate Wealth Management
Massachusetts
$1.87M -$13.8K -87 -0.7%
MSWMA
483
Market Street Wealth Management Advisors
Indiana
$1.85M -$115K -727 -6%
TCM
484
Telos Capital Management
California
$1.83M +$518K +3,264 +39%
Victory Capital Management
485
Victory Capital Management
Texas
$1.83M -$159 -1 -0%
CW
486
CreativeOne Wealth
Kansas
$1.83M +$310K +1,952 +20%
CIA
487
Compass Ion Advisors
Pennsylvania
$1.8M +$133K +835 +8%
TCOV
488
Trust Company of Vermont
Vermont
$1.79M +$6.51K +41 +0.4%
PMG
489
ProVise Management Group
Florida
$1.79M -$43K -271 -2%
CPA
490
Capital Performance Advisors
California
$1.79M +$50K +315 +3%
CBFP
491
Cedar Brook Financial Partners
Ohio
$1.77M +$98.4K +620 +6%
MSWM
492
McGlone Suttner Wealth Management
Wisconsin
$1.76M -$186K -1,169 -10%
FCA
493
FinTrust Capital Advisors
South Carolina
$1.76M – – –
BWA
494
BlueSky Wealth Advisors
North Carolina
$1.76M -$96.4K -607 -5%
OCM
495
One Capital Management
California
$1.74M +$159 +1 +0%
STA
496
Summit Trail Advisors
New York
$1.74M – – –
BHWM
497
Beaird Harris Wealth Management
Texas
$1.73M +$12.5K +79 +0.7%
SJL
498
Shayne & Jacobs LLC
Tennessee
$1.72M – – –
DSC
499
Duncker Streett & Co
Missouri
$1.72M -$27.8K -175 -2%
CSB
500
City State Bank
Iowa
$1.72M -$15.9K -100 -0.9%
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