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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 %
EWM
776
Evermay Wealth Management
Virginia
$524K -$9.21K -58 -2%
PCM
777
Pointe Capital Management
Michigan
$522K – – –
TWP
778
TFO Wealth Partners
Ohio
$520K -$6.3M -39,704 -92%
CP
779
Camelot Portfolios
Ohio
$517K -$61.8K -389 -11%
WTA
780
Washington Trust Advisors
Massachusetts
$514K -$11.7K -74 -2%
MWM
781
Mission Wealth Management
California
$511K -$14.4K -91 -3%
RA
782
Rise Advisors
New York
$509K +$8.89K +56 +2%
RWM
783
Rockwood Wealth Management
Pennsylvania
$508K -$11.3K -71 -2%
BB
784
Busey Bank
Illinois
$507K +$227K +1,428 +81%
CB
785
Centennial Bank
Arkansas
$506K -$23.8K -150 -4%
VCM
786
Versant Capital Management
Arizona
$506K -$29.7K -187 -6%
SWM
787
SeaCrest Wealth Management
New York
$506K +$34.9K +220 +7%
Barclays
788
Barclays
United Kingdom
$502K -$6.68M -42,077 -93%
PA
789
Procyon Advisors
Connecticut
$498K -$15.9K -100 -3%
JCM
790
Jag Capital Management
Missouri
$496K +$14K +88 +3%
GT
791
Glenview Trust
Kentucky
$496K – – –
WA
792
Wealthstream Advisors
New York
$493K +$1.11K +7 +0.2%
CFG
793
Citizens Financial Group
Rhode Island
$490K -$64.4K -406 -12%
DWM
794
Dopkins Wealth Management
New York
$489K +$2.54K +16 +0.5%
TWA
795
TCI Wealth Advisors
Arizona
$488K – – –
EWP
796
Elevation Wealth Partners
California
$487K +$487K +3,069 New
BFC
797
Bedel Financial Consulting
Indiana
$483K +$3.97K +25 +0.8%
SOAG
798
Silver Oak Advisory Group
Oregon
$483K -$10K -63 -2%
CAC
799
Certified Advisory Corp
Florida
$481K +$46.8K +295 +11%
FA
800
Flagstar Advisors
New York
$481K -$62.9K -396 -12%
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