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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 %
TFS
651
Thoroughbred Financial Services
Tennessee
$915K +$34.1K +215 +4%
SIA
652
Schechter Investment Advisors
Michigan
$914K +$159 +1 +0%
PAIM
653
Punch & Associates Investment Management
Minnesota
$912K -$1.02M -6,446 -53%
CCG
654
Chatham Capital Group
Georgia
$907K – – –
HCM
655
Hall Capital Management
Rhode Island
$907K +$907K +5,714 New
AIM
656
Alhambra Investment Management
Florida
$906K +$314K +1,976 +53%
CWM
657
Collaborative Wealth Management
Florida
$903K -$16.4K -103 -2%
ATWA
658
Arbor Trust Wealth Advisors
Michigan
$903K -$2.38K -15 -0.3%
VW
659
Vance Wealth
California
$901K +$314K +1,975 +53%
IGGA
660
Iron Gate Global Advisors
Utah
$898K – – –
MWM
661
Meritas Wealth Management
California
$887K -$5.24K -33 -0.6%
TFGT
662
TS Financial Group (TSFG)
Illinois
$884K -$46K -290 -5%
BMCM
663
Burns Matteson Capital Management
New York
$877K +$36.2K +228 +4%
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
$875K +$171K +1,077 +24%
FNBSF
665
First National Bank Sioux Falls
South Dakota
$869K +$121K +762 +16%
OC
666
Oppenheimer & Co
New York
$863K +$5.24K +33 +0.6%
GGS
667
Galvin Gaustad & Stein
Arizona
$860K – – –
FNBOMD
668
First National Bank of Mount Dora
Florida
$855K – – –
WIC
669
Woodmont Investment Counsel
Tennessee
$849K -$50K -315 -6%
BC
670
Bowman & Company
Wisconsin
$843K -$11.7K -74 -1%
CB
671
Cadence Bank
Mississippi
$843K -$134K -846 -14%
IFWM
672
Institute for Wealth Management
Colorado
$842K -$185K -1,168 -18%
CFB
673
Cullen/Frost Bankers
Texas
$840K +$60K +378 +8%
CIC
674
Cutler Investment Counsel
Oregon
$825K -$46K -290 -5%
KCM
675
Kathmere Capital Management
Pennsylvania
$816K +$1.11K +7 +0.1%
25 26
27
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