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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 %
CFD
501
Creative Financial Designs
Indiana
$1.7M -$131K -822 -7%
ATC
502
Argent Trust Co
Tennessee
$1.67M -$308K -1,938 -16%
CSWM
503
Cassady Schiller Wealth Management
Ohio
$1.66M +$1.75K +11 +0.1%
PFS
504
Prospera Financial Services
Texas
$1.66M +$83.8K +527 +5%
FLI
505
Family Legacy Inc
South Carolina
$1.65M +$32.5K +205 +2%
BCM
506
BTC Capital Management
Iowa
$1.64M -$14.1K -89 -0.9%
WBC
507
West Branch Capital
Massachusetts
$1.64M -$3.02K -19 -0.2%
WS
508
Wedbush Securities
California
$1.64M +$117K +735 +8%
WIA
509
World Investment Advisors
California
$1.62M -$12.3M -77,307 -88%
LF
510
Lantz Financial
Illinois
$1.62M +$917K +5,776 +131%
TFA
511
Tobias Financial Advisors
Florida
$1.62M -$190K -1,197 -11%
1WA
512
180 Wealth Advisors
Washington
$1.6M +$5.24K +33 +0.3%
ECM
513
Elgethun Capital Management
South Dakota
$1.6M +$161K +1,009 +11%
GSWM
514
Greenup Street Wealth Management
Michigan
$1.59M +$561K +3,531 +54%
SQA
515
Simon Quick Advisors
New Jersey
$1.57M +$6.51K +41 +0.4%
NOI
516
Newton One Investments
Delaware
$1.56M -$13K -82 -0.8%
SW
517
SVB Wealth
Massachusetts
$1.56M +$32.2K +203 +2%
PL
518
Plancorp LLC
Missouri
$1.55M -$3.18K -20 -0.2%
GRP
519
Global Retirement Partners
California
$1.54M +$273K +1,780 +22%
LFP
520
Leeward Financial Partners
Washington
$1.54M +$476 +3 +0%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$1.54M +$53.2K +335 +4%
GCA
522
Gradient Capital Advisors
California
$1.52M -$27.5K -173 -2%
SCP
523
Stevens Capital Partners
Nebraska
$1.52M +$161K +1,017 +12%
VA
524
Valmark Advisers
Ohio
$1.51M -$1.09M -6,857 -42%
IWC
525
Integrated Wealth Concepts
Massachusetts
$1.51M +$377K +2,377 +33%
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