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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 %
TDWM
601
Topel & Distasi Wealth Management
California
$1.07M +$131K +825 +14%
GBT
602
Grove Bank & Trust
Florida
$1.06M -$220K -1,388 -17%
KAM
603
KEB Asset Management
Illinois
$1.06M – – –
ECG
604
Edge Capital Group
Georgia
$1.06M +$794 +5 +0.1%
CAG
605
Curtis Advisory Group
California
$1.05M +$46K +290 +5%
GA
606
GFS Advisors
Texas
$1.04M -$6.35K -40 -0.6%
SCG
607
Sonata Capital Group
Washington
$1.04M +$127K +800 +14%
MA
608
Montag & Associates
Georgia
$1.03M +$223K +1,405 +28%
AF
609
Affiance Financial
Minnesota
$1.03M -$1.32M -8,283 -56%
WFS
610
Weitzel Financial Services
Iowa
$1.03M +$129K +814 +14%
AA
611
Alesco Advisors
New York
$1.03M – – –
HNB
612
Huntington National Bank
Ohio
$1.02M -$1.1M – –
BCA
613
Bay Colony Advisors
Massachusetts
$1.01M -$79.5K -509 -7%
MFG
614
MidWestOne Financial Group
Iowa
$1.01M +$134K +841 +15%
FB
615
Fulton Bank
Pennsylvania
$1.01M +$656K +4,133 +185%
PCM
616
Parsons Capital Management
Rhode Island
$999K +$37.8K +238 +4%
SFP
617
Strategic Financial Partners
Oregon
$999K +$39.4K +248 +4%
JCM
618
Jacobi Capital Management
Pennsylvania
$999K -$14.4K -91 -1%
AIA
619
Alera Investment Advisors
Illinois
$992K – – –
CAG
620
Csenge Advisory Group
Florida
$989K -$174K -1,097 -15%
Jane Street
621
Jane Street
New York
$987K +$987K +6,219 New
LPT
622
Legacy Private Trust
Wisconsin
$987K – – –
Wellington Management Group
623
Wellington Management Group
Massachusetts
$984K +$984K +6,197 New
CIBC Private Wealth Group
624
CIBC Private Wealth Group
Georgia
$977K +$794 +5 +0.1%
MFT
625
Moisand Fitzgerald Tamayo
Florida
$974K -$17.5K -110 -2%
23 24
25
26 27