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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 %
CS
876
Cannell & Spears
New York
$343K +$343K +2,158 New
AWM
877
Accurate Wealth Management
Florida
$338K +$313 +2 +0.1%
PI
878
PFG Investments
New York
$338K +$338K +2,126 New
PWW
879
Pettyjohn Wood & White
Virginia
$337K – – –
PA
880
Pinnacle Associates
New York
$336K +$111K +698 +49%
API
881
Advisor Partners II
California
$336K -$21.5K -135 -6%
MPM
882
Meritage Portfolio Management
Kansas
$333K – – –
LAM
883
Lakewood Asset Management
Illinois
$333K +$17K +107 +5%
OPPS
884
Obsidian Personal Planning Solutions
Maryland
$331K +$331K +2,082 New
WFA
885
West Financial Advisors
Iowa
$328K -$2.7K -17 -0.8%
DWP
886
Destiny Wealth Partners
Florida
$328K +$21.4K +135 +7%
TIM
887
Total Investment Management
Arizona
$326K -$4.76K -30 -1%
PCH
888
PGIM Custom Harvest
New Jersey
$325K +$17.8K +112 +6%
FT
889
Fiduciary Trust
Massachusetts
$322K +$322K +2,027 New
HIP
890
HUB Investment Partners
Texas
$320K +$320K +2,016 New
DSA
891
Droms Strauss Advisors
Missouri
$320K -$38K -239 -11%
GWM
892
Grand Wealth Management
Michigan
$319K – – –
WCM
893
Weik Capital Management
Pennsylvania
$318K +$31.8K +200 +11%
EG
894
Ellerson Group
Maryland
$318K -$2.86K -18 -0.9%
RG
895
Rathbones Group
United Kingdom
$318K – – –
BAM
896
Bosun Asset Management
Illinois
$318K – – –
CWA
897
Consilium Wealth Advisory
Texas
$318K – – –
CHA
898
Carmichael Hill & Associates
Maryland
$317K +$159 +1 +0.1%
AIM
899
Athena Investment Management
California
$317K – – –
PTC
900
Private Trust Company
Ohio
$317K -$44.1K -278 -12%
34 35
36
37 38