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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 %
AR
851
Apeiron RIA
Texas
$385K +$69.7K +468 +22%
CAM
852
Cidel Asset Management
Ontario, Canada
$383K – – –
Wealth Enhancement Advisory Services
853
Wealth Enhancement Advisory Services
Minnesota
$380K -$12.1M -75,936 -97%
SIC
854
Salem Investment Counselors
North Carolina
$379K +$10.2K +64 +3%
RIA
855
Realta Investment Advisors
Delaware
$376K -$281K -1,772 -43%
SL
856
Salomon & Ludwin
Virginia
$374K -$34.1K -215 -8%
CWM
857
Cahill Wealth Management
Michigan
$369K +$159 +1 +0%
TFA
858
Triad Financial Advisors
North Carolina
$368K – – –
AWS
859
Aspen Wealth Strategies
Colorado
$367K +$77.3K +487 +27%
TSS
860
Two Sigma Securities
New York
$363K +$363K +2,286 New
MFG
861
Midwest Financial Group
Kansas
$362K +$362K +2,277 New
NAS
862
Nicolet Advisory Services
Wisconsin
$362K -$28.2K -182 -7%
TH
863
Team Hewins
California
$361K – – –
DAM
864
Derbend Asset Management
Georgia
$359K – – –
QCG
865
Quadrant Capital Group
Ohio
$359K +$31.8K +200 +10%
MPW
866
MGO Private Wealth
California
$357K +$357K +2,249 New
DWMS
867
Dominguez Wealth Management Solutions
Virginia
$357K -$5.87K -37 -2%
NP
868
NorthRock Partners
Minnesota
$353K – – –
WCA
869
Westover Capital Advisors
Delaware
$352K -$13.3K -84 -4%
ECM
870
Evergreen Capital Management
Washington
$349K +$16.4K +103 +5%
SAM
871
SignalPoint Asset Management
Missouri
$348K -$634 -4 -0.2%
TFM
872
TFC Financial Management
Massachusetts
$348K +$635 +4 +0.2%
FF
873
Financial Futures
New Jersey
$347K -$23.7K -149 -6%
MCM
874
Morton Capital Management
California
$345K -$2.06K -13 -0.6%
AIA
875
Arbor Investment Advisors
North Carolina
$343K +$1.43K +9 +0.4%
33 34
35
36 37