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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.

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
1
Bank of America
North Carolina
$1.82B
2
Betterment LLC
2
Betterment LLC
New York
$1.22B
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$29.1M
4
RIA
4
Retirement Investment Advisors
Oklahoma
$25.9M
5
EWA
5
EP Wealth Advisors
California
$35.9M

Top Sellers

1
AF
1
Allworth Financial
California
$75.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$25.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$642M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$62.2M
5
MPM
5
MBB Public Markets
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTCPP
101
Border to Coast Pensions Partnership
United Kingdom
$18.7M +$7.86M +49,482 +73%
BWM
102
Brickley Wealth Management
California
$18.6M -$63.8K -402 -0.3%
Corient Private Wealth
103
Corient Private Wealth
Florida
$18.3M +$2.02M +12,755 +12%
EC
104
Estate Counselors
Wisconsin
$18.3M +$9.11M +57,390 +99%
GT
105
Glenmede Trust
Pennsylvania
$17.8M -$1.89M -11,922 -10%
SC
106
Sepio Capital
Utah
$17.6M -$344K -2,166 -2%
NA
107
NewEdge Advisors
Louisiana
$17.6M -$201K -1,268 -1%
AWM
108
Arista Wealth Management
Nevada
$17.5M -$4.76M -29,957 -21%
CT
109
Coastline Trust
Rhode Island
$17.1M +$9.18M +57,850 +116%
JCM
110
Jacobsen Capital Management
Utah
$16.8M +$517K +3,255 +3%
RVPG
111
Relative Value Partners Group
$16.4M +$1.27M +8,006 +8%
PPW
112
Pasadena Private Wealth
California
$16M -$775K -4,882 -5%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$15.9M +$15.9K +100 +0.1%
PAG
114
Private Advisor Group
New Jersey
$15.8M -$2.74M -17,289 -15%
SIM
115
Studio Investment Management
Illinois
$15.7M -$247K -1,558 -2%
LWP
116
LMG Wealth Partners
Louisiana
$15.5M +$378K +2,381 +3%
AWM
117
Avior Wealth Management
Nebraska
$15M -$269K -1,695 -2%
CCM
118
Carlson Capital Management
Minnesota
$15M -$134K -843 -0.9%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$14.7M +$1.67M +10,529 +13%
UOMF
120
University of Maryland Foundation
Maryland
$14.5M – – –
Natixis Advisors
121
Natixis Advisors
Massachusetts
$14.3M -$3.09M -19,478 -18%
TWP
122
Total Wealth Planning
Ohio
$14.2M +$602K +3,793 +4%
PIFP
123
Partners in Financial Planning
Virginia
$13.8M +$128K +807 +0.9%
AW
124
Avion Wealth
Texas
$13.6M +$433K +2,728 +3%
AWAG
125
ARS Wealth Advisors Group
Florida
$13.3M +$247K +1,555 +2%
3 4
5
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