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 %
WAG
826
Windsor Advisory Group
Ohio
$432K – – –
PHS
827
Pekin Hardy Strauss
Illinois
$431K -$7.94K -50 -2%
BIM
828
Baldwin Investment Management
Pennsylvania
$429K -$48.6K -306 -10%
FLA
829
Financial Life Advisors
Texas
$427K +$4.13K +26 +1%
VCM
830
Vivaldi Capital Management
Illinois
$426K -$45.6K -287 -10%
QHA
831
Quarry Hill Advisors
Minnesota
$426K -$80K -504 -16%
GWS
832
Glassman Wealth Services
Virginia
$424K -$193K -1,218 -31%
GP
833
Greenline Partners
New York
$422K – – –
RWI
834
Red Wave Investments
Pennsylvania
$422K -$29.1K -183 -6%
BC
835
Burney Company
Virginia
$419K +$11.3K +71 +3%
MCA
836
Magnolia Capital Advisors
Mississippi
$418K – – –
FIC
837
Family Investment Center
Missouri
$410K +$12.9K +81 +3%
GL
838
Graypoint LLC
New York
$408K +$476 +3 +0.1%
TAM
839
Townsend Asset Management
North Carolina
$402K -$52.2K -329 -12%
SBIA
840
Sheaff Brock Investment Advisors
Indiana
$398K -$13.5K -85 -3%
TA
841
Trellis Advisors
Washington
$397K +$318 +2 +0.1%
ERIC
842
Eagle Rock Investment Company
Georgia
$395K +$36K +227 +10%
AIA
843
Ally Invest Advisors
North Carolina
$394K +$111K +701 +39%
NCM
844
Novare Capital Management
North Carolina
$394K – – –
HVP
845
Hudson Value Partners
Florida
$393K -$2.38K -15 -0.6%
EFL
846
ERn Financial LLC
Wisconsin
$390K +$318 +2 +0.1%
SWM
847
Seed Wealth Management
Illinois
$387K – – –
GGI
848
Godsey & Gibb Inc
Virginia
$387K – – –
AFG
849
Altiora Financial Group
Ohio
$387K – – –
FFS
850
Founders Financial Securities
Maryland
$386K -$6.67K -42 -2%
32 33
34
35 36