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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 %
CB
1001
Community Bank
New York
$222K – – –
SFG
1002
StrategIQ Financial Group
Indiana
$221K – – –
WHCI
1003
W.H. Cornerstone Investments
Massachusetts
$220K -$5.23K -33 -2%
SAM
1004
Smithbridge Asset Management
Pennsylvania
$220K – – –
KWMG
1005
King Wealth Management Group
Florida
$220K +$220K +1,385 New
FW
1006
FirstPurpose Wealth
Utah
$220K +$19.5K +123 +10%
GI
1007
Gradient Investments
Minnesota
$219K +$31.9K +201 +17%
KWS
1008
Keystone Wealth Services
California
$218K – – –
LWP
1009
Lumature Wealth Partners
Georgia
$217K – – –
MIA
1010
Milestone Investment Advisors
Wisconsin
$214K – – –
WCAMG
1011
Woodard & Company Asset Management Group
North Carolina
$214K – – –
GWM
1012
Gray Wealth Management
Maine
$214K – – –
FHC
1013
First Heartland Consultants
Missouri
$213K -$794 -5 -0.4%
SC
1014
Stephens Consulting
Michigan
$213K -$16.5K -104 -7%
SFMG
1015
Sage Financial Management Group
Virginia
$212K – – –
LWM
1016
LJI Wealth Management
Indiana
$211K +$318 +2 +0.2%
RI
1017
Ridgewood Investments
New Jersey
$209K +$7.3K +46 +4%
WP
1018
Westmount Partners
California
$208K +$476 +3 +0.2%
HCA
1019
Harbour Capital Advisors
Virginia
$208K -$1.59K -10 -0.8%
SCM
1020
Shelton Capital Management
Colorado
$208K – – –
SCM
1021
Sebold Capital Management
Illinois
$208K – – –
FMWA
1022
Forvis Mazars Wealth Advisors
Missouri
$207K -$19.2K -121 -8%
RMDI
1023
R.M. Davis Inc
Maine
$206K – – –
RCAG
1024
Rehmann Capital Advisory Group
Michigan
$206K -$318 -2 -0.2%
FCH
1025
Freestone Capital Holdings
Washington
$206K – – –
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