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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 %
CIBC World Market
801
CIBC World Market
Ontario, Canada
$481K -$2.54K -16 -0.5%
PFG
802
PAX Financial Group
Texas
$481K +$9.21K +58 +2%
EPWM
803
Essex Private Wealth Management
Massachusetts
$480K – – –
UI
804
Unconventional Investor
New Hampshire
$480K – – –
PPW
805
Parcion Private Wealth
Washington
$479K -$3.84M -24,189 -89%
AA
806
Addison Advisors
Vermont
$479K – – –
LHEI
807
Leo H. Evart Inc
California
$477K -$69.5K -438 -13%
RWM
808
Revisor Wealth Management
Ohio
$469K +$469K +2,956 New
D
809
Diversified
Delaware
$469K +$5.24K +33 +1%
RA
810
Resolute Advisors
California
$468K -$5.4K -34 -1%
CAM
811
Clark Asset Management
New Hampshire
$459K +$1.43K +9 +0.3%
TC
812
TownSquare Capital
Utah
$458K +$16K +101 +4%
AHC
813
Anderson Hoagland & Co
Missouri
$457K – – –
BWP
814
BSW Wealth Partners
Colorado
$456K -$263K -1,659 -37%
SMA
815
Sage Mountain Advisors
Georgia
$455K +$3.33K +21 +0.7%
CAG
816
Crestwood Advisors Group
Massachusetts
$454K -$5.56K -35 -1%
SB
817
Strategic Blueprint
Georgia
$453K +$37K +233 +9%
GC
818
Gibson Capital
Pennsylvania
$453K – – –
WWM
819
Western Wealth Management
Colorado
$452K -$4.45K -28 -1%
Kovitz Investment Group Partners
820
Kovitz Investment Group Partners
Illinois
$449K +$193K +1,217 +76%
RMA
821
Roffman Miller Associates
Pennsylvania
$445K +$2.54K +16 +0.6%
FHA
822
Flagship Harbor Advisors
Massachusetts
$443K +$23K +145 +5%
PK
823
Pflug Koory
Nebraska
$442K – – –
IAS
824
Insigneo Advisory Services
Florida
$433K -$127K -803 -23%
TCWM
825
Total Clarity Wealth Management
Illinois
$432K -$23K -145 -5%
31 32
33
34 35