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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 %
FFA
1076
Founders Financial Alliance
North Carolina
$83.9K -$2.53K -16 -3%
TCA
1077
Trifecta Capital Advisors
Illinois
$81.9K +$25.6K +161 +45%
IRC
1078
Investors Research Corp
Georgia
$81.6K – – –
BCPWM
1079
Bradley & Co Private Wealth Management
Florida
$80.3K – – –
BEI
1080
Benjamin Edwards Inc
Missouri
$78K -$11.5K -72 -13%
BWL
1081
Bogart Wealth LLC
Virginia
$72.2K +$35.7K +225 +98%
OFG
1082
Oxford Financial Group
Indiana
$71.4K – – –
BTI
1083
Blue Trust Inc
Georgia
$67K +$30K +188 +81%
HGERS
1084
Householder Group Estate & Retirement Specialist
Arizona
$65K +$65K +408 New
BL
1085
Balentine LLC
Georgia
$64.8K – – –
JFG
1086
JDM Financial Group
Texas
$64.3K – – –
TH
1087
TCTC Holdings
Texas
$62.6K – – –
AWM
1088
Abound Wealth Management
Tennessee
$61.5K -$1.75K -11 -3%
IGWM
1089
ICA Group Wealth Management
Colorado
$60.8K +$54.5K +343 +858%
PWM
1090
Provident Wealth Management
Tennessee
$56.7K – – –
MAWCM
1091
Mine & Arao Wealth Creation & Management
California
$51.8K – – –
HDIM
1092
Hanson & Doremus Investment Management
Vermont
$51K +$481 +3 +1%
VNA
1093
Valley National Advisers
Pennsylvania
$50K -$12.2K -78 -20%
FCB
1094
First Command Bank
Texas
$48.4K – – –
FCFS
1095
First Command Financial Services
Texas
$48.4K – – –
WP
1096
WealthPLAN Partners
Nebraska
$46.4K +$46.4K +292 New
VF
1097
VitalStone Financial
Texas
$46K -$140K -783 -75%
HCM
1098
Horrell Capital Management
Arkansas
$46K -$3.19K -20 -6%
TIM
1099
Thompson Investment Management
Wisconsin
$45.7K +$45.7K +288 New
MFG
1100
Mendota Financial Group
Wisconsin
$45.2K – – –
42 43
44
45 46