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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 %
CWM
1026
Catalyst Wealth Management
Georgia
$204K +$204K +1,287 New
BlackRock
1027
BlackRock
New York
$201K -$120K -756 -37%
SCA
1028
Sage Capital Advisors
South Dakota
$201K +$635 +4 +0.3%
WA
1029
Wealth Advisors
California
$201K – – –
RBC
1030
Romano Brothers & Co
Illinois
$200K – – –
KFI
1031
Key Financial Inc
Pennsylvania
$197K -$43.5K -274 -18%
NHT
1032
New Hampshire Trust
New Hampshire
$185K – – –
Franklin Resources
1033
Franklin Resources
California
$184K -$15.4K -97 -8%
GWM
1034
Guardian Wealth Management
Illinois
$182K +$43.3K +273 +31%
MJRIC
1035
Mogy Joel R Investment Counsel
California
$175K +$175K +1,100 New
GWANC
1036
Guardian Wealth Advisors (North Carolina)
North Carolina
$173K +$79.7K +502 +85%
AIC
1037
Archer Investment Corporation
Indiana
$171K – – –
CIAS
1038
Capital Investment Advisory Services
North Carolina
$169K +$36.2K +228 +27%
NRC
1039
New Republic Capital
North Carolina
$169K -$1.91K -12 -1%
JGIA
1040
Jackson Grant Investment Advisers
Connecticut
$166K +$953 +6 +0.6%
IF
1041
Integrity Financial
Wyoming
$163K +$7.47K +47 +5%
SN
1042
Sittner & Nelson
Oregon
$163K – – –
ECM
1043
EMC Capital Management
Texas
$163K – – –
APW
1044
Atlantic Private Wealth
North Carolina
$162K +$162K +1,017 New
BWM
1045
BerganKDV Wealth Management
Minnesota
$159K -$16.7K -105 -10%
LCM
1046
Logan Capital Management
Pennsylvania
$157K – – –
FPB
1047
First PREMIER Bank
South Dakota
$144K – – –
CIA
1048
Cape Investment Advisory
Georgia
$142K +$142K +892 New
TCM
1049
TD Capital Management
Tennessee
$140K – – –
HIA
1050
Harbor Investment Advisory
Maryland
$138K +$92.6K +583 +205%
40 41
42
43 44