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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 %
BWP
126
Baldwin Wealth Partners
Massachusetts
$12.9M +$109K +689 +0.9%
BC
127
Bartlett & Co
Ohio
$12.8M -$142K -894 -1%
BCWM
128
Bartlett & Co Wealth Management
Ohio
$12.8M -$142K -894 -1%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$12.8M +$117K +735 +0.9%
EI
130
Ellevest Inc
New York
$12.6M +$343K +2,159 +3%
AA
131
Ancora Advisors
Ohio
$12.6M +$530K +3,340 +4%
SWM
132
Shakespeare Wealth Management
Wisconsin
$12.3M +$152K +957 +1%
KAS
133
Kestra Advisory Services
Texas
$12.3M -$8.06M -50,772 -40%
AWS
134
Atria Wealth Solutions
New York
$12.1M +$283K +1,785 +2%
TFP
135
TrueWealth Financial Partners
Washington
$12M +$864K +5,441 +8%
FPAS
136
Focus Partners Advisor Solutions
Missouri
$11.9M +$1.07M +6,723 +10%
QIM
137
Quest Investment Management
Oregon
$11.8M – – –
NECFA
138
New England Capital Financial Advisors
Connecticut
$11.6M +$11K +69 +0.1%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$11.6M -$1.46M -9,219 -11%
FPIS
140
Financial Planning & Information Services
Wisconsin
$11.5M -$193K -1,215 -2%
JIR
141
James Investment Research
Ohio
$11.5M -$218K -1,376 -2%
PWM
142
Praetorian Wealth Management
California
$11.3M +$345K +2,173 +3%
TYCC
143
Texas Yale Capital Corp
Florida
$11.3M -$3.33K -21 -0%
PFM
144
Phillips Financial Management
Indiana
$11.3M +$65.9K +415 +0.6%
BPA
145
Beacon Pointe Advisors
California
$11.3M +$1.28M +8,072 +13%
BFA
146
BBJS Financial Advisors
Washington
$11.2M -$110K -693 -1%
PGFC
147
Peapack-Gladstone Financial Corp
New Jersey
$11.1M -$97.7K -615 -0.9%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$10.9M +$899K +5,664 +9%
CA
149
Capital Advantage
California
$10.9M +$231K +1,481 +2%
OWA
150
Octavia Wealth Advisors
Ohio
$10.8M +$1.9M +11,938 +21%
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