VBR icon

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 %
HWM
701
Hemington Wealth Management
Virginia
$738K -$22.5K -142 -3%
FA
702
Financial Alternatives
California
$731K – – –
TMWM
703
Taylor & Morgan Wealth Management
Michigan
$729K -$47.6K -300 -6%
SLT
704
St Louis Trust
Missouri
$729K -$54.8K -345 -7%
ACM
705
Armbruster Capital Management
New York
$727K -$148K -931 -17%
AA
706
AlphaQ Advisors
Florida
$726K -$195K -1,231 -21%
TCA
707
Transcend Capital Advisors
New Jersey
$725K +$204K +1,287 +39%
BAMG
708
Brand Asset Management Group
Missouri
$724K -$635 -4 -0.1%
ODIJL
709
One Day In July LLC
Vermont
$721K +$57.2K +360 +9%
LWM
710
Lodestone Wealth Management
Washington
$720K -$1.43K -9 -0.2%
SCM
711
SOL Capital Management
Maryland
$713K +$27K +170 +4%
SWM
712
Soundmark Wealth Management
Washington
$710K -$40.6K -256 -5%
Allspring Global Investments
713
Allspring Global Investments
North Carolina
$708K +$39.5K +249 +6%
WFPG
714
Waller Financial Planning Group
Ohio
$707K -$255K -1,604 -26%
VCA
715
Verdence Capital Advisors
Maryland
$706K -$158K -998 -18%
AWM
716
Axxcess Wealth Management
California
$700K +$125K +789 +22%
OHWA
717
Oak Hill Wealth Advisors
Virginia
$699K +$15.9K +100 +2%
CCM
718
Canal Capital Management
Virginia
$696K -$15.1K -95 -2%
DWA
719
Dougherty Wealth Advisers
Minnesota
$675K – – –
SPW
720
Sonoma Private Wealth
California
$673K +$340K +2,141 +102%
FOA
721
Five Oceans Advisors
California
$672K +$635 +4 +0.1%
NFP
722
Narus Financial Partners
Utah
$669K -$30K -189 -4%
JSL
723
JT Stratford LLC
Georgia
$663K +$317 +2 +0%
AIM
724
Anchor Investment Management
South Carolina
$653K -$9.21K -58 -1%
SCA
725
Snowden Capital Advisors
New York
$650K +$44.3K +279 +7%
27 28
29
30 31