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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 %
WAM
1151
Worth Asset Management
Texas
$16.5K +$16.5K +104 New
CSC
1152
Caldwell Sutter Capital
California
$16.2K +$16.2K +102 New
MG
1153
MilWealth Group
Wisconsin
$15.9K – – –
SIS
1154
Strategic Investment Solutions
Illinois
$15.9K +$15.9K +100 New
PCMC
1155
Private Capital Management (Colorado)
Colorado
$15.2K +$15.2K +96 New
VWM
1156
Valley Wealth Managers
New Jersey
$14.7K +$158 +1 +1%
AFG
1157
Albion Financial Group
Utah
$14.4K – – –
CCP
1158
Carmel Capital Partners
California
$14.3K +$14.3K +90 New
AIA
1159
Armor Investment Advisors
North Carolina
$13.8K -$6.51K -41 -32%
EWM
1160
EPG Wealth Management
Georgia
$13.3K +$13.3K +84 New
RWPA
1161
Richard W. Paul & Associates
Michigan
$13.2K -$318 -2 -2%
MRC
1162
Millburn Ridgefield Corp
New York
$12.5K -$1.11K -7 -8%
AIP
1163
Ahrens Investment Partners
Louisiana
$11.9K +$11.9K +75 New
MA
1164
MCF Advisors
Kentucky
$11.6K +$11.6K +73 New
MAWA
1165
Moss Adams Wealth Advisors
Washington
$11.4K -$845K -5,322 -99%
OIS
1166
Okabena Investment Services
Minnesota
$11.1K +$11.1K +70 New
FCAG
1167
First Capital Advisors Group
New Jersey
$11K +$158 +1 +1%
CB
1168
CNB Bank
Pennsylvania
$10K – – –
AA
1169
AlphaMark Advisors
Kentucky
$10K – – –
LFA
1170
Legend Financial Advisors
Pennsylvania
$8.89K – – –
NSG
1171
Nalls Sherbakoff Group
Tennessee
$8.59K +$8.59K +55 New
PC
1172
Pecaut & Co
Iowa
$8.41K – – –
OLVIG
1173
Oliver Lagore Vanvalin Investment Group
Michigan
$8.26K +$8.26K +52 New
MFG
1174
Monumental Financial Group
Maryland
$8K +$8K +48 New
GG
1175
Gleason Group
Kentucky
$7.92K – – –
45 46
47
48 49