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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 %
AWA
676
Arete Wealth Advisors
Illinois
$815K -$422K -2,658 -34%
AT
677
American Trust
Kentucky
$809K +$88.2K +561 +12%
IC
678
IEQ Capital
California
$806K +$318K +2,000 +65%
MC
679
Matisse Capital
Oregon
$801K +$801K +5,046 New
WP
680
WealthSource Partners
California
$791K -$7.46K -47 -0.9%
ST
681
Smithfield Trust
Pennsylvania
$791K -$205K -1,288 -21%
AWA
682
Arkadios Wealth Advisors
Georgia
$790K +$89.1K +561 +13%
OSAM
683
O'Shaughnessy Asset Management
Connecticut
$784K +$147K +926 +23%
LFG
684
Larson Financial Group
Missouri
$783K +$25.1K +158 +3%
SCA
685
STALEY CAPITAL ADVISERS
Pennsylvania
$783K -$156K -982 -17%
CSIA
686
Conrad Siegel Investment Advisors
Pennsylvania
$780K +$50.6K +319 +7%
PWA
687
Physician Wealth Advisors
Utah
$774K +$476 +3 +0.1%
MF
688
Meridian Financial
Massachusetts
$773K -$6.51K -41 -0.8%
AWM
689
Atticus Wealth Management
Florida
$772K -$216K -1,358 -22%
Neuberger Berman Group
690
Neuberger Berman Group
New York
$770K -$144K -906 -16%
AMM
691
American Money Management
California
$766K -$27.9K -176 -4%
CFGSD
692
Compass Financial Group (South Dakota)
South Dakota
$765K +$12.5K +79 +2%
HPM
693
Hoxton Planning & Management
West Virginia
$762K -$96.8K -610 -11%
QFA
694
Quantum Financial Advisors
California
$762K – – –
PP
695
Pegasus Partners
Wisconsin
$757K – – –
PBF
696
Petix & Botte Financial
California
$756K +$756K +4,763 New
TC
697
TAP Consulting
Missouri
$756K +$3.18K +20 +0.4%
WKWM
698
Walter & Keenan Wealth Management
Indiana
$753K +$136K +859 +22%
SWM
699
Silverlake Wealth Management
Vermont
$746K +$126K +794 +20%
GIM
700
Goelzer Investment Management
Indiana
$740K – – –
26 27
28
29 30