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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 %
GVAG
526
Great Valley Advisor Group
Delaware
$1.5M +$120K +754 +9%
BEAM
527
Baker Ellis Asset Management
Washington
$1.48M -$49.2K -310 -3%
KAM
528
Kraft Asset Management
Tennessee
$1.47M -$47.6K -300 -3%
HMS
529
Hanseatic Management Services
New Mexico
$1.46M -$204K -1,287 -12%
TP
530
Tranquility Partners
Tennessee
$1.46M +$28.1K +177 +2%
FFN
531
Focus Financial Network
Minnesota
$1.45M +$1.45M +9,134 New
CIC
532
Carnegie Investment Counsel
Ohio
$1.45M +$23.2K +146 +2%
PVI
533
Pine Valley Investments
New Jersey
$1.44M +$1.44M +9,407 New
IAA
534
Independent Advisor Alliance
North Carolina
$1.44M -$318 -2 -0%
RIA
535
Regal Investment Advisors
Michigan
$1.44M +$58.3K +367 +4%
PD
536
Planning Directions
Pennsylvania
$1.43M +$6.67K +42 +0.5%
EAM
537
Evanson Asset Management
California
$1.42M +$3.18K +20 +0.2%
ADL
538
Asset Dedication LLC
California
$1.41M -$317 -2 -0%
VFA
539
Valeo Financial Advisors
Indiana
$1.41M +$33.2K +375 +2%
CS
540
Capital Square
Tennessee
$1.4M -$112K -721 -7%
LC
541
Lindbrook Capital
California
$1.4M – – –
OPS
542
Orion Portfolio Solutions
Nebraska
$1.39M +$284K +1,792 +26%
BCI
543
Brinker Capital Investments
Pennsylvania
$1.39M +$1.1M +6,944 +378%
CFGS
544
Concourse Financial Group Securities
Alabama
$1.39M +$301K +1,898 +28%
PWM
545
PBMares Wealth Management
Virginia
$1.39M +$2.54K +16 +0.2%
CWAG
546
Compton Wealth Advisory Group
Virginia
$1.38M +$1.05M +6,595 +313%
TFF
547
The Family Firm
Maryland
$1.37M -$4.6K -29 -0.3%
FANJ
548
Financial Architects (New Jersey)
New Jersey
$1.37M – – –
MFS
549
McNamara Financial Services
Massachusetts
$1.37M +$5.72K +36 +0.4%
FLPIM
550
F.L. Putnam Investment Management
Massachusetts
$1.36M +$312K +1,968 +30%
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