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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 %
CAL
926
Capital Advisors Ltd
Ohio
$294K – – –
TFCP
927
Twin Focus Capital Partners
Massachusetts
$294K – – –
OFS
928
Oldfather Financial Services
Nebraska
$293K -$84.5K -532 -22%
AFO
929
Arrowroot Family Office
California
$293K +$293K +1,844 New
HAS
930
Holland Advisory Services
Florida
$292K -$35.1K -221 -11%
GLA
931
Good Life Advisors
Pennsylvania
$292K -$84.6K -533 -22%
AWS
932
AJ Wealth Strategies
New York
$291K +$317 +2 +0.1%
Principal Financial Group
933
Principal Financial Group
Iowa
$290K -$274K -1,725 -49%
PB
934
Pinnacle Bancorp
Nebraska
$289K -$12.1K -76 -4%
BPFA
935
Barnes Pettey Financial Advisors
Mississippi
$289K +$3.33K +21 +1%
GHAM
936
Gilman Hill Asset Management
Connecticut
$289K – – –
WTC
937
WhitTier Trust Company
Nevada
$288K – – –
WGCA
938
Wolf Group Capital Advisors
Virginia
$287K -$21.4K -135 -7%
RWA
939
Rooted Wealth Advisors
Illinois
$286K +$35K +223 +14%
FCA
940
Fortis Capital Advisors
Kansas
$286K -$76.7K -483 -21%
OA
941
Operose Advisors
Wisconsin
$284K +$15.2K +96 +6%
DE
942
Day & Ennis
Georgia
$284K +$1.27K +8 +0.4%
AAS
943
Annex Advisory Services
Wisconsin
$284K -$239K -1,502 -46%
BZWA
944
Blue Zone Wealth Advisors
California
$280K +$4.13K +26 +1%
PEA
945
Park Edge Advisors
Ohio
$280K +$52.9K +333 +23%
WFA
946
Wells Financial Advisors
Massachusetts
$280K – – –
HWAM
947
Hennion & Walsh Asset Management
New Jersey
$279K -$4.6K -29 -2%
DWM
948
Defined Wealth Management
Oregon
$277K -$978K -6,161 -78%
VCP
949
Vista Capital Partners
Oregon
$277K +$7.78K +49 +3%
B
950
Bridgeworth
Alabama
$277K +$30.3K +191 +12%
36 37
38
39 40