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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 %
GA
626
Greenspring Advisors
Maryland
$971K +$21.1K +133 +2%
CTA
627
Chesley Taft & Associates
Illinois
$970K -$95.3K -600 -9%
IA
628
Insight Advisors
Pennsylvania
$968K -$4.13K -26 -0.4%
ACA
629
Aptus Capital Advisors
Alabama
$967K +$859K +5,409 +795%
WI
630
WrapManager Inc
California
$963K +$12.7K +80 +1%
WI
631
Wintrust Investments
Illinois
$962K -$10.3K -65 -1%
TPCW
632
TD Private Client Wealth
New York
$956K -$70.6K -445 -7%
FDDB
633
Fidelity D&D Bancorp
Pennsylvania
$955K +$955K +4,977 New
JWM
634
Janiczek Wealth Management
Colorado
$952K +$157 +1 +0%
HSA
635
HBK Sorce Advisory
Pennsylvania
$950K -$1.52M -9,578 -62%
Financial Engines Advisors
636
Financial Engines Advisors
California
$949K -$84K -529 -8%
CPRC
637
Consolidated Portfolio Review Corp
New York
$948K +$948K +5,971 New
USCWA
638
U.S. Capital Wealth Advisors
Texas
$947K -$409K -2,578 -30%
SFA
639
Sequoia Financial Advisors
Ohio
$945K -$5.4K -34 -0.6%
PIA
640
Perennial Investment Advisors
California
$945K +$945K +5,954 New
RTL
641
Red Tortoise LLC
Georgia
$941K +$256K +1,611 +37%
KA
642
Klingman & Associates
New York
$936K -$96.4K -607 -9%
IWA
643
Intercontinental Wealth Advisors
Texas
$936K – – –
RRA
644
Round Rock Advisors
Connecticut
$931K -$1.75K -11 -0.2%
BP
645
Ballentine Partners
Massachusetts
$929K – – –
CCB
646
Country Club Bank
Missouri
$928K +$928K +5,941 New
LWM
647
Liberty Wealth Management
California
$925K +$925K +5,824 New
PCIA
648
Prime Capital Investment Advisors
Kansas
$922K -$298K -1,875 -24%
RCI
649
RS Crum Inc
California
$919K -$105K -659 -10%
RA
650
RFG Advisory
Alabama
$917K +$299K +1,885 +48%
24 25
26
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