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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 %
EK
976
Evensky & Katz
Florida
$246K -$3.81K -24 -2%
AIA
977
Avalon Investment & Advisory
Texas
$245K +$245K +1,546 New
WJWM
978
Williams Jones Wealth Management
New York
$245K +$245K +1,546 New
WAG
979
Winthrop Advisory Group
Massachusetts
$245K +$3.97K +25 +2%
ACM
980
Advance Capital Management
Michigan
$245K -$124K -779 -34%
SFC
981
Strategic Financial Concepts
Texas
$244K +$244K +1,537 New
HBW
982
Hazlett, Burt & Watson
West Virginia
$243K +$12.6K +80 +5%
CWP
983
Corepath Wealth Partners
Arizona
$240K – – –
CT
984
Colonial Trust
South Carolina
$239K -$3.18K -20 -1%
SPWM
985
Schrum Private Wealth Management
Florida
$239K – – –
SAM
986
Summit Asset Management
Tennessee
$238K – – –
WF
987
WoodTrust Financial
Wisconsin
$238K +$13.7K +86 +6%
HF
988
HRT Financial
New York
$237K +$237K +1,493 New
TDC
989
Thompson Davis & Co
Virginia
$237K -$119K -749 -33%
RBFC
990
Roman Butler Fullerton & Co
Missouri
$237K -$8.63K -56 -4%
PG
991
Proffitt & Goodson
Tennessee
$235K – – –
SAM
992
Secure Asset Management
Michigan
$234K +$6.99K +44 +3%
DCM
993
DGS Capital Management
New Jersey
$232K +$11K +69 +5%
WIM
994
Warwick Investment Management
Texas
$229K – – –
MW
995
Marcum Wealth
Ohio
$228K – – –
CAM
996
Columbia Asset Management
Michigan
$226K – – –
GW
997
GW & Wade
Massachusetts
$226K +$318 +2 +0.1%
FFA
998
First Foundation Advisors
California
$226K +$20K +126 +10%
CA
999
Claro Advisors
Massachusetts
$225K +$225K +1,418 New
IAG
1000
Investment Advisory Group
Massachusetts
$224K – – –
38 39
40
41 42