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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 %
SF
576
Synovus Financial
Georgia
$1.2M -$134K -845 -10%
LFA
577
Level Financial Advisors
New York
$1.19M -$278K -1,754 -19%
DAS
578
Dynamic Advisor Solutions
Arizona
$1.18M +$53.3K +336 +5%
HA
579
HC Advisors
Georgia
$1.17M +$1.91K +12 +0.2%
SHFA
580
SC&H Financial Advisors
Maryland
$1.17M -$79.1K -498 -6%
RRC
581
Relaxing Retirement Coach
Massachusetts
$1.16M -$7.78K -49 -0.7%
OCPWS
582
One Charles Private Wealth Services
Massachusetts
$1.16M +$74.6K +470 +7%
CMBA
583
C.M. Bidwell & Associates
Hawaii
$1.16M +$4.92K +31 +0.4%
BWM
584
BigSur Wealth Management
Florida
$1.16M -$1.88M -11,825 -62%
WA
585
Wambolt & Associates
Colorado
$1.15M +$172K +1,083 +18%
CD
586
Chapin Davis
Maryland
$1.14M +$140K +880 +14%
BAM
587
BTS Asset Management
Massachusetts
$1.14M +$94.3K +594 +9%
MA
588
Mutual Advisors
Nebraska
$1.13M -$80.6K -508 -7%
DPI
589
Diversified Portfolios Inc
Michigan
$1.12M +$114K +716 +11%
BF
590
BOK Financial
Oklahoma
$1.12M -$708K -4,458 -39%
WA
591
Waverly Advisors
Alabama
$1.12M -$12.4K -78 -1%
RFA
592
Resurgent Financial Advisors
Georgia
$1.11M +$88.7K +559 +9%
SWP
593
Stratos Wealth Partners
Ohio
$1.11M -$998K -6,288 -47%
FHC
594
Forest Hill Capital
Arkansas
$1.1M – – –
WFAG
595
Wescott Financial Advisory Group
Pennsylvania
$1.09M -$69.9K -440 -6%
BWM
596
BCS Wealth Management
Tennessee
$1.09M +$114K +719 +12%
JC
597
Jentner Corp
Ohio
$1.08M -$88.3K -556 -8%
TC
598
Trust Company
Kansas
$1.08M +$34.9K +220 +3%
LSA
599
Lion Street Advisors
Texas
$1.08M +$1.08M +6,774 New
MSFS
600
Main Street Financial Solutions
Pennsylvania
$1.08M +$414K +2,607 +63%
22 23
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