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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 %
KHC
1201
Koesten Hirschmann & Crabtree
Kansas
$197 +$197 +1 New
OPAM
1202
Ocean Park Asset Management
California
– -$20.8M -131,000 Closed
QWM
1203
Quaker Wealth Management
New Jersey
– -$5.85M -36,816 Closed
TWA
1204
Tillar-Wenstrup Advisors
Ohio
– -$5.35M -33,692 Closed
FA
1205
Fermata Advisors
California
– -$1.42M -8,956 Closed
CWMGP
1206
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$1.19M -7,521 Closed
BP
1207
BBR Partners
New York
– -$1.12M -7,082 Closed
RFG
1208
RFP Financial Group
Georgia
– -$1.11M -6,986 Closed
WFAG
1209
Worth Financial Advisory Group
North Carolina
– -$1.06M -6,704 Closed
FFG
1210
Ford Financial Group
California
– -$1M -6,316 Closed
AFA
1211
Arlington Financial Advisors
California
– -$851K -5,357 Closed
Renaissance Technologies
1212
Renaissance Technologies
New York
– -$715K -4,500 Closed
MHS
1213
M Holdings Securities
Oregon
– -$703K -4,429 Closed
VPIM
1214
Vanguard Personalized Indexing Management
California
– -$691K -4,349 Closed
LCM
1215
Leisure Capital Management
California
– -$614K -3,868 Closed
GCA
1216
Greenwood Capital Associates
South Carolina
– -$546K -3,439 Closed
PLU
1217
Performa Ltd (US)
South Carolina
– -$535K -3,370 Closed
CWA
1218
Canvas Wealth Advisors
Kansas
– -$511K -3,082 Closed
HAS
1219
HBW Advisory Services
California
– -$393K -2,474 Closed
APA
1220
Astoria Portfolio Advisors
New York
– -$402K -2,410 Closed
HI
1221
Harper Investing
California
– -$377K -2,374 Closed
CWP
1222
Curated Wealth Partners
California
– -$376K -2,369 Closed
ASI
1223
Advisory Services & Investments
Oregon
– -$340K -2,142 Closed
RWA
1224
Redmont Wealth Advisors
Illinois
– -$318K -2,000 Closed
KTM
1225
Keeler Thomas Management
Utah
– -$294K -1,854 Closed
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