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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 %
LWM
1226
Laidlaw Wealth Management
New York
– -$293K -1,843 Closed
9WM
1227
9258 Wealth Management
Ohio
– -$289K -1,818 Closed
SWP
1228
Strategic Wealth Partners
Ohio
– -$283K -1,780 Closed
NLP
1229
Next Level Private
New York
– -$286K -1,755 Closed
EDRH
1230
Edmond de Rothschild Holding
Switzerland
– -$277K -1,743 Closed
CWA
1231
CM Wealth Advisors
Ohio
– -$272K -1,711 Closed
Boston Partners
1232
Boston Partners
Massachusetts
– -$294K -1,676 Closed
MWA
1233
Mills Wealth Advisors
Texas
– -$258K -1,626 Closed
RWM
1234
Ritholtz Wealth Management
New York
– -$252K -1,586 Closed
AA
1235
Argent Advisors
Louisiana
– -$238K -1,500 Closed
ACM
1236
Arlington Capital Management
Illinois
– -$236K -1,486 Closed
SG
1237
StoneX Group
New York
– -$235K -1,482 Closed
OWP
1238
Obermeyer Wealth Partners
Colorado
– -$218K -1,371 Closed
VVP
1239
Venture Visionary Partners
Ohio
– -$208K -1,312 Closed
MLA
1240
My Legacy Advisors
Oregon
– -$228K -1,293 Closed
CA
1241
Calton & Associates
Florida
– -$205K -1,288 Closed
MLFP
1242
MPS Loria Financial Planners
Illinois
– -$204K -1,282 Closed
VBWMG
1243
Von Berge Wealth Management Group
California
– -$210K -1,229 Closed
MCC
1244
Money Concepts Capital
Florida
– -$178K -1,120 Closed
RDFA
1245
Ritter Daniher Financial Advisory
Ohio
– -$173K -1,089 Closed
Simplex Trading
1246
Simplex Trading
Illinois
– -$118K -747 Closed
LWP
1247
Laurel Wealth Planning
Minnesota
– -$111K -697 Closed
CBT
1248
CoreFirst Bank & Trust
Kansas
– -$103K -648 Closed
RLIM
1249
Red Lighthouse Investment Management
New York
– -$53K -334 Closed
HT
1250
Headlands Technologies
Illinois
– -$47K -296 Closed
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