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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 %
AWM
901
Angeles Wealth Management
California
$314K – – –
LL
902
LPWM LLC
Minnesota
$313K -$2.54K -16 -0.8%
FWA
903
FSM Wealth Advisors
Ohio
$313K -$8.42K -53 -3%
MWM
904
Melfa Wealth Management
Massachusetts
$312K -$5.24K -33 -2%
VFA
905
Voya Financial Advisors
Connecticut
$312K -$6.72K -43 -2%
HIGP
906
Hill Investment Group Partners
Missouri
$312K +$2.06K +13 +0.7%
MA
907
Mezzasalma Advisors
New Jersey
$311K – – –
TWM
908
Thrive Wealth Management
Pennsylvania
$310K +$6.35K +40 +2%
EWM
909
Evercore Wealth Management
New York
$309K -$7.14K -45 -2%
AI
910
Accredited Investors
Minnesota
$308K -$8.1K -51 -3%
GIA
911
GHP Investment Advisors
Colorado
$308K -$18.3K -115 -6%
AWC
912
Adamsbrown Wealth Consultants
Kansas
$308K +$1.75K +11 +0.6%
EWMCB
913
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$308K -$25K -158 -8%
AWA
914
Amplius Wealth Advisors
Pennsylvania
$305K -$62.9K -396 -17%
HWA
915
HHM Wealth Advisors
Tennessee
$304K – – –
AP
916
Appleton Partners
Massachusetts
$301K – – –
KP
917
Keel Point
Alabama
$301K +$62.9K +396 +26%
SWA
918
Sightline Wealth Advisors
Connecticut
$299K +$299K +1,884 New
MIM
919
Marco Investment Management
Georgia
$298K – – –
KCM
920
Kanawha Capital Management
Virginia
$298K – – –
RFP
921
Root Financial Partners
California
$297K +$297K +1,872 New
DI
922
DAGCO Inc
Ohio
$297K -$17.1K -108 -5%
MMHP
923
Murphy Middleton Hinkle & Parker
Georgia
$297K – – –
C1AG
924
Client 1st Advisory Group
Florida
$295K +$8.1K +51 +3%
Kayne Anderson Rudnick Investment Management
925
Kayne Anderson Rudnick Investment Management
California
$294K -$1.47M -9,239 -83%
35 36
37
38 39