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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
$1.82B
2
Betterment LLC
Betterment LLC
New York
$1.22B
3
GFA
Gallagher Fiduciary Advisors
Illinois
$29.1M
4
RIA
Retirement Investment Advisors
Oklahoma
$25.9M
5
EWA
EP Wealth Advisors
California
$35.9M

Top Sellers

1
AF
Allworth Financial
California
$75.9M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$25.1K
3
Morgan Stanley
Morgan Stanley
New York
$642M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$62.2M
5
MPM
MBB Public Markets
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
1176
Biltmore Family Office
North Carolina
$7.77K – – –
ANBT
1177
American National Bank & Trust
Texas
$7.46K – – –
BA
1178
Bristlecone Advisors
Washington
$6.84K +$6.84K +43 New
CWP
1179
Concord Wealth Partners
Virginia
$6.51K – – –
PPWM
1180
PFG Private Wealth Management
Florida
$5.4K – – –
PWMG
1181
Prestige Wealth Management Group
New Jersey
$5.24K -$4.13K -26 -44%
ONST
1182
Old North State Trust
North Carolina
$5K – – –
DF
1183
DecisionPoint Financial
Arizona
$4.92K – – –
MFC
1184
Morris Financial Concepts
South Carolina
$4.29K +$3.97K +25 +1,250%
AC
1185
Asio Capital
Kentucky
$3.65K – – –
RPCA
1186
Running Point Capital Advisors
California
$3.49K – – –
JMF
1187
Johnson Midwest Financial
Iowa
$3.33K – – –
MCI
1188
MRP Capital Investments
Georgia
$3.33K +$3.33K +21 New
NC
1189
NewSquare Capital
Pennsylvania
$3.18K -$6.67K -42 -68%
WOC
1190
West Oak Capital
California
$3.02K – – –
FIM
1191
FWL Investment Management
Texas
$2.86K – – –
CT
1192
Cambridge Trust
Massachusetts
$2.38K -$26.7K -168 -92%
GTAM
1193
Global Trust Asset Management
Florida
$2.04K – – –
CMP
1194
Coston McIsaac & Partners
Maine
$2K – – –
FP
1195
Financial Perspectives
Minnesota
$1.43K – – –
MIM
1196
Macroview Investment Management
Maryland
$1.43K – – –
IBOK
1197
Independence Bank of Kentucky
Kentucky
$1.43K – – –
SSC
1198
Syverson Strege & Co
Iowa
$1.43K +$1.43K +9 New
RTC
1199
Riverview Trust Company
Washington
$1.11K +$1.11K +7 New
RFA
1200
Register Financial Advisors
Georgia
$318 +$318 +2 New
46 47
48
49 50