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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.

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
1
Bank of America
North Carolina
$1.82B
2
Betterment LLC
2
Betterment LLC
New York
$1.22B
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$29.1M
4
RIA
4
Retirement Investment Advisors
Oklahoma
$25.9M
5
EWA
5
EP Wealth Advisors
California
$35.9M

Top Sellers

1
AF
1
Allworth Financial
California
$75.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$25.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$642M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$62.2M
5
MPM
5
MBB Public Markets
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$39.7M -$2.31M -14,527 -5%
CG
52
Colony Group
Massachusetts
$38.6M -$2.62M -16,477 -6%
CAM
53
Cresset Asset Management
Illinois
$38.6M +$2.28M +14,383 +6%
MAG
54
Mokosak Advisory Group
Iowa
$38.2M -$332K -2,091 -0.9%
MWM
55
Merriman Wealth Management
Washington
$38M -$15.8M -99,418 -29%
Truist Financial
56
Truist Financial
North Carolina
$37.2M -$2.02M -12,742 -5%
EH
57
Equitable Holdings
New York
$36.9M +$3.57M +22,494 +11%
LNC
58
Lincoln National Corp
Pennsylvania
$36.7M +$102K +643 +0.3%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$36.6M -$2.48M -15,605 -6%
MML Investors Services
60
MML Investors Services
Massachusetts
$36.2M -$3.04M -19,133 -8%
EWA
61
EP Wealth Advisors
California
$35.9M +$18.4M +84,952 +105%
MWM
62
Modera Wealth Management
New Jersey
$35.2M -$774K -4,874 -2%
WPW
63
Waldron Private Wealth
Pennsylvania
$35.2M +$3.62M +22,831 +11%
TSW
64
Thompson Siegel & Walmsley
Virginia
$34.9M +$629K +3,959 +2%
BFA
65
Bragg Financial Advisors
North Carolina
$34.2M +$1.16M +7,276 +3%
CFFP
66
Center for Financial Planning
Michigan
$33.4M -$262K -1,651 -0.8%
SI
67
Stephens Inc
Arkansas
$32.9M -$161K -1,012 -0.5%
B
68
Bailard
California
$32M -$10M -63,301 -24%
BSW
69
Buckingham Strategic Wealth
Missouri
$31.5M – – –
Cerity Partners
70
Cerity Partners
New York
$31.2M +$3.14M +11,365 +11%
SF
71
Summit Financial
New Jersey
$30.9M -$479K -3,018 -2%
IWA
72
Inspirion Wealth Advisors
Illinois
$30.3M -$12.2K -77 -0%
PAS
73
Park Avenue Securities
New York
$29.5M +$4.07M +25,654 +16%
GFA
74
Gallagher Fiduciary Advisors
Illinois
$29.1M +$29.1M +183,242 New
MPM
75
MBB Public Markets
Illinois
$29M -$22.8M -143,733 -44%
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