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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 %
DB
551
Dravo Bay
Delaware
$1.35M +$132K +830 +11%
QFA
552
Quattro Financial Advisors
Texas
$1.35M -$6.33M -39,871 -82%
GPA
553
Guidance Point Advisors
Massachusetts
$1.34M +$7.78K +49 +0.6%
HR
554
Hardy Reed
Mississippi
$1.34M – – –
VCM
555
Virtue Capital Management
Tennessee
$1.34M +$55.4K +363 +4%
HCP
556
Hexagon Capital Partners
Arkansas
$1.33M -$11.7K -74 -0.9%
GP
557
Girard Partners
Pennsylvania
$1.32M -$214K -1,350 -14%
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$171K +1,079 +15%
VWA
559
V Wealth Advisors
Kansas
$1.32M +$1.11M +6,979 +527%
MA
560
MONECO Advisors
Connecticut
$1.31M -$15.1K -95 -1%
NDSI
561
Newman Dignan & Sheerar Inc
Rhode Island
$1.31M +$20.2K +127 +2%
KWM
562
Kingsview Wealth Management
Oregon
$1.3M -$92.9K -585 -7%
Empower Advisory Group
563
Empower Advisory Group
Colorado
$1.3M +$1.3M +8,177 New
JFG
564
Jefferies Financial Group
New York
$1.29M +$387K +2,435 +43%
ABC
565
Associated Banc-Corp
Wisconsin
$1.29M +$57.8K +364 +5%
CA
566
Clearstead Advisors
Ohio
$1.28M -$100K -633 -7%
WP
567
Wealthspan Partners
Iowa
$1.28M +$116K +731 +10%
AA
568
Aire Advisors
California
$1.27M -$522K -3,290 -29%
NFG
569
Nations Financial Group
Iowa
$1.26M +$15.4K +97 +1%
BFA
570
Beacon Financial Advisory
Ohio
$1.24M -$8.57K -53 -0.7%
KF
571
Krilogy Financial
Missouri
$1.22M +$872K +5,495 +248%
DI
572
Disciplined Investments
Oklahoma
$1.22M -$24.3K -153 -2%
EWA
573
Evolution Wealth Advisors
Florida
$1.22M -$4.76K -30 -0.4%
MOS
574
MGO One Seven
Ohio
$1.21M -$292K -1,839 -19%
ORC
575
O'Rourke & Company
Massachusetts
$1.21M +$88.8K +559 +8%
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