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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 %
CHC
751
City Holding Co
West Virginia
$591K -$8.89K -56 -1%
CWC
752
Carolinas Wealth Consulting
North Carolina
$587K +$2.7K +17 +0.5%
GLLW
753
Graves Light Lenhart Wealth
Virginia
$584K +$47.9K +302 +9%
GFL
754
Granite FO LLC
New Hampshire
$584K +$281K +1,789 +93%
MAM
755
McLean Asset Management
Virginia
$579K -$19.2K -121 -3%
BIP
756
Brandes Investment Partners
California
$576K +$576K +3,629 New
1IA
757
1834 Investment Advisors
Wisconsin
$573K +$77.2K +486 +16%
SWA
758
Stratos Wealth Advisors
Ohio
$573K -$55.6K -350 -9%
WA
759
Wealth Alliance
New York
$569K +$8.41K +53 +1%
ACP
760
Aveo Capital Partners
Colorado
$567K -$171K -1,074 -23%
KA
761
Kovack Advisors
Florida
$563K -$132K -833 -19%
CF
762
Centaurus Financial
California
$556K -$89.4K -563 -14%
SWRP
763
Summit Wealth & Retirement Planning
California
$556K +$107K +675 +24%
FFP
764
Forbes Financial Planning
Rhode Island
$552K +$952 +6 +0.2%
EA
765
Eudaimonia Advisors
Tennessee
$550K +$11K +69 +2%
OWA
766
Opal Wealth Advisors
New York
$547K +$121K +765 +29%
BCM
767
Becker Capital Management
Oregon
$546K +$546K +3,439 New
CPP
768
Capasso Planning Partners
South Carolina
$541K -$56.2K -354 -9%
BOH
769
Bank of Hawaii
Hawaii
$540K +$6.19K +39 +1%
LW
770
Libra Wealth
California
$537K – – –
GC
771
Grimes & Company
Massachusetts
$534K +$48.9K +308 +10%
WP
772
WMS Partners
Maryland
$531K +$7.3K +46 +1%
CW
773
Channel Wealth
California
$529K +$529K +3,330 New
ECG
774
EPIQ Capital Group
California
$525K +$3.02K +19 +0.6%
BWA
775
BDO Wealth Advisors
Florida
$524K -$72.2K -455 -12%
29 30
31
32 33