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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 %
HS
1051
Horan Securities
United States
$137K +$4.45K +28 +3%
IIL
1052
Insight Inv LLC
California
$133K – – –
BBHC
1053
Brown Brothers Harriman & Co
New York
$127K -$4.76K -30 -4%
PO
1054
Private Ocean
California
$127K – – –
KTC
1055
Kistler-Tiffany Companies
Pennsylvania
$125K +$20.2K +127 +19%
BFPW
1056
BOK Financial Private Wealth
Colorado
$119K +$18.4K +116 +18%
ME
1057
McIlrath & Eck
Washington
$113K +$16K +101 +16%
FMB
1058
Field & Main Bank
Kentucky
$111K – – –
DWMG
1059
DB Wealth Management Group
California
$110K +$40.6K +256 +58%
AWA
1060
Alaska Wealth Advisors
Alaska
$108K +$108K +678 New
HPC
1061
HM Payson & Co
Maine
$105K – – –
RG
1062
Retirement Group
California
$104K -$2.85K -18 -3%
MPCG
1063
Matrix Private Capital Group
New York
$103K +$63.5K +400 +159%
PA
1064
PSI Advisors
Florida
$103K -$12.9K -81 -11%
CT
1065
Clearstead Trust
Maine
$103K – – –
LB
1066
Legacy Bridge
Iowa
$98.1K – – –
SSB
1067
Sandy Spring Bank
Maryland
$96.9K +$476 +3 +0.5%
Lazard Asset Management
1068
Lazard Asset Management
New York
$96K – – –
SIC
1069
SJS Investment Consulting
Ohio
$95.9K -$160K -1,008 -63%
VDBMI
1070
Van Den Berg Management I
Texas
$95.9K -$7.14K -45 -7%
Commonwealth Equity Services
1071
Commonwealth Equity Services
Massachusetts
$95.3K +$1.92K +12,103 +2%
CCP
1072
Clarkston Capital Partners
Michigan
$94.3K +$1.27K +8 +1%
National Bank of Canada
1073
National Bank of Canada
Quebec, Canada
$94.2K – – –
FMTCOCP
1074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94K +$20.4K +129 +28%
DIP
1075
DT Investment Partners
Pennsylvania
$87.1K +$87.1K +555 New
41 42
43
44 45