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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 %
OCM
1101
Orion Capital Management
California
$44.1K – – –
JFA
1102
JNBA Financial Advisors
Minnesota
$44K -$14.3K -90 -25%
PCFFS
1103
Pacific Center for Financial Services
California
$44K +$44K +277 New
TF
1104
Tompkins Financial
New York
$42.5K – – –
AAG
1105
Armstrong Advisory Group
Massachusetts
$41.6K +$794 +5 +2%
JWA
1106
JFS Wealth Advisors
Pennsylvania
$41.4K – – –
RWM
1107
Ruedi Wealth Management
Illinois
$40.7K +$13.2K +83 +48%
GCM
1108
Garland Capital Management
Washington
$39.6K +$317 +2 +0.8%
GEA
1109
Glen Eagle Advisors
New Jersey
$38K +$11.9K +75 +46%
MWM
1110
Mascoma Wealth Management
New Hampshire
$37.9K +$157 +1 +0.4%
HFS
1111
Hantz Financial Services
Michigan
$37K +$37K +231 New
PCM
1112
Perritt Capital Management
Illinois
$36.7K – – –
CA
1113
Crewe Advisors
Utah
$35.2K +$33.2K +209 +1,608%
WPA
1114
West Paces Advisors
Georgia
$34.5K – – –
JHCP
1115
Jackson Hole Capital Partners
Oklahoma
$34.1K -$4.29K -27 -11%
CSWG
1116
Cardinal Strategic Wealth Guidance
Kentucky
$33.3K – – –
EW
1117
Element Wealth
Mississippi
$33.2K +$159 +1 +0.5%
PPC
1118
Park Place Capital
Alabama
$31.9K +$159 +1 +0.5%
AWM
1119
Aberdeen Wealth Management
Illinois
$31.8K – – –
VWM
1120
Venturi Wealth Management
Texas
$31.3K +$31.3K +197 New
BAAM
1121
Baker Avenue Asset Management
California
$31.1K – – –
BCM
1122
Bourgeon Capital Management
Connecticut
$30.6K -$19.5K -123 -39%
JFGIW
1123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.6K +$30.6K +193 New
KM
1124
Kalos Management
Georgia
$30.5K – – –
GFPC
1125
Global Financial Private Client
Florida
$30.2K – – –
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