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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 %
KCFA
951
Key Client Fiduciary Advisors
New Jersey
$277K +$277K +1,743 New
WJA
952
Willis Johnson & Associates
Texas
$276K +$276K +1,740 New
CI
953
Ceera Investments
Texas
$276K +$23.8K +150 +9%
IIC
954
Integrated Investment Consultants
Michigan
$275K – – –
TA
955
TFG Advisers
Michigan
$274K +$4.45K +28 +2%
SFS
956
Summit Financial Strategies
Ohio
$272K +$9.05K +57 +3%
MPCL
957
My Personal CFO LLC
Washington
$271K +$635 +4 +0.2%
EBA
958
Eagle Bay Advisors
New York
$270K -$164K -1,035 -38%
RPWA
959
Regent Peak Wealth Advisors
Georgia
$270K -$5.56K -35 -2%
WEG
960
World Equity Group
Illinois
$266K +$266K +5,418 New
TW
961
TrinityPoint Wealth
Connecticut
$264K +$264K +1,660 New
BIA
962
Bell Investment Advisors
California
$263K +$3.33K +21 +1%
1SB
963
1ST Source Bank
Indiana
$261K -$10.3K -65 -4%
RC
964
Rovin Capital
Arizona
$261K – – –
HIS
965
Horizon Investment Services
Indiana
$260K – – –
CAS
966
Coppell Advisory Solutions
Texas
$260K +$40.8K +261 +19%
CASC
967
Coppell Advisory Solutions Corp
Texas
$260K +$40.8K +261 +19%
SYBT
968
Stock Yards Bank & Trust
Kentucky
$260K – – –
SIC
969
Sterling Investment Counsel
New York
$257K +$8.57K +54 +3%
CAM
970
Crestone Asset Management
Colorado
$253K +$253K +1,596 New
BWM
971
Benchmark Wealth Management
Connecticut
$253K – – –
PFBT
972
Parkside Financial Bank & Trust
Missouri
$251K -$29.7K -187 -11%
HSBC Holdings
973
HSBC Holdings
United Kingdom
$251K – – –
FA
974
Fortis Advisors
Pennsylvania
$250K +$1.27K +8 +0.5%
S
975
SignatureFD
Georgia
$248K -$23.5K -148 -9%
37 38
39
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