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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.

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
1
Bank of America
North Carolina
$1.82B
2
Betterment LLC
2
Betterment LLC
New York
$1.22B
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$29.1M
4
RIA
4
Retirement Investment Advisors
Oklahoma
$25.9M
5
EWA
5
EP Wealth Advisors
California
$35.9M

Top Sellers

1
AF
1
Allworth Financial
California
$75.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$25.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$642M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$62.2M
5
MPM
5
MBB Public Markets
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$28.6M +$7.84M +49,367 +38%
APG
77
Abacus Planning Group
South Carolina
$28.1M +$591K +3,723 +2%
CAN
78
Cetera Advisor Networks
California
$27.9M -$757K -4,771 -3%
US Bancorp
79
US Bancorp
Minnesota
$27.7M -$808K -5,091 -3%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$27.5M -$11.5M -72,741 -30%
RIA
81
Retirement Investment Advisors
Oklahoma
$25.9M +$19.9M +125,398 +330%
2L
82
25 LLC
Missouri
$25.6M +$25.6M +166,405 New
SFP
83
Shepherd Financial Partners
Massachusetts
$25.3M -$365K -2,297 -1%
EWM
84
Empirical Wealth Management
Washington
$25M +$1.18M +7,410 +5%
WBG
85
Wharton Business Group
Pennsylvania
$24.8M -$951K -5,990 -4%
TWM
86
Tradition Wealth Management
Minnesota
$23.6M +$11.6M +73,362 +98%
Prudential Financial
87
Prudential Financial
New Jersey
$23.4M +$1.15M +7,536 +5%
JFG
88
JMG Financial Group
Illinois
$22.7M -$6.19M -38,979 -21%
WA
89
Wealth Architects
California
$22.5M -$351K -2,210 -2%
AMG
90
Asset Management Group
Connecticut
$21.8M +$460K +2,899 +2%
BIA
91
BHK Investment Advisors
Alabama
$21.4M +$4.83M +30,419 +29%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$21.3M -$1.4M -8,801 -6%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$21.2M +$9.21K +58 +0%
AWM
94
AE Wealth Management
Kansas
$20.9M -$2.05M -12,906 -9%
SWA
95
Strategies Wealth Advisors
Michigan
$20.4M +$1.13M +7,148 +6%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$19.7M -$537K -3,383 -3%
NQWM
97
Northwest Quadrant Wealth Management
Oregon
$19.4M +$1.16M +7,280 +6%
BCIM
98
Bishop & Co Investment Management
Pennsylvania
$19.2M +$56.2K +354 +0.3%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$18.9M -$1.25M -7,889 -6%
FSWA
100
Financial Synergies Wealth Advisors
Texas
$18.7M -$216K -1,360 -1%
2 3
4
5 6