VBR icon

Vanguard Small-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MSCM
1251
McElhenny Sheffield Capital Management
Texas
-$35.4K -223 Closed
CSPAM
1252
Cary Street Partners Asset Management
Virginia
-$21.4K -135 Closed
LFA
1253
LGT Financial Advisors
Texas
-$17.9K -113 Closed
Fuller & Thaler Asset Management
1254
Fuller & Thaler Asset Management
California
-$17K -108 Closed
HNWAG
1255
High Net Worth Advisory Group
Florida
-$16.4K -103 Closed
GMA
1256
Glassy Mountain Advisors
Maryland
-$11.4K -72 Closed
FA
1257
Fiduciary Alliance
South Carolina
-$9.37K -59 Closed
M
1258
MOTCO
Texas
-$7.78K -49 Closed
NIC
1259
Northwest Investment Counselors
Oregon
-$7.46K -47 Closed
SIS
1260
Sound Income Strategies
Florida
-$6.99K -44 Closed
OHWP
1261
Oak Harbor Wealth Partners
North Carolina
-$6.83K -43 Closed
BA
1262
Bellwether Advisors
Nebraska
-$6.83K -43 Closed
MWM
1263
MinichMacGregor Wealth Management
New York
-$5.88K -37 Closed
LS
1264
Leelyn Smith
Illinois
-$4.76K -30 Closed
TF
1265
TimeScale Financial
Massachusetts
-$3.73K -26 Closed
BCMIO
1266
Beacon Capital Management Inc (Ohio)
Ohio
-$2.86K -18 Closed
IFA
1267
Interactive Financial Advisors
Illinois
-$2.06K -13 Closed
ZIG
1268
Zullo Investment Group
Pennsylvania
-$1.43K -9 Closed
BNP Paribas Financial Markets
1269
BNP Paribas Financial Markets
France
-$1.43K -9 Closed