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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 %
BCM
151
Brookstone Capital Management
Illinois
$10.7M -$1.13M -7,141 -10%
AAS
152
Avantax Advisory Services
Texas
$10.6M +$1M +6,325 +10%
SOWBOCOPL
153
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$10.6M +$10.6M +66,960 New
AA
154
ALPS Advisors
Colorado
$10.6M -$9.57M -60,286 -47%
ML
155
McAdam LLC
Pennsylvania
$10.6M +$4.78M +30,085 +82%
SPIA
156
Steward Partners Investment Advisory
New York
$10.5M -$274K -1,727 -3%
NHC
157
Nicholas Hoffman & Company
Georgia
$10.5M +$268K +1,689 +3%
FC
158
Family CFO
California
$10.4M +$1.34M +8,428 +15%
PPP
159
Private Portfolio Partners
New Jersey
$10.4M +$326K +2,056 +3%
BAM
160
Baldrige Asset Management
Pennsylvania
$10.3M +$19.2K +121 +0.2%
CWM
161
Capital Wealth Management
Rhode Island
$10.2M +$5.59M +35,197 +122%
AWA
162
Aaron Wealth Advisors
Illinois
$10.2M +$1.57M +9,861 +18%
JIC
163
Johnson Investment Counsel
Ohio
$10.1M -$701K -4,414 -6%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$10M -$5.7M -35,921 -36%
ASN
165
Advisory Services Network
Georgia
$9.79M +$2.32M +14,609 +31%
EDRIA
166
Edmonds Duncan Registered Investment Advisors
Kansas
$9.52M -$118K -745 -1%
HCMT
167
Highland Capital Management (Tennessee)
Tennessee
$9.37M -$1.75K -11 -0%
WANY
168
Wealthspire Advisors (New York)
New York
$9.35M -$1.8M -11,355 -16%
KL
169
KWMG LLC
Kansas
$9.32M +$269K +1,696 +3%
BF
170
Blankinship & Foster
California
$9.26M -$85.4K -538 -0.9%
DADC
171
D.A. Davidson & Co
Montana
$9.17M +$71.1K +448 +0.8%
William Blair & Company
172
William Blair & Company
Illinois
$9.14M +$119K +752 +1%
PP
173
Prosperity Planning
Missouri
$8.99M +$267K +1,681 +3%
CWM
174
Cornerstone Wealth Management
Missouri
$8.95M +$8.95M +56,384 New
ONB
175
Old National Bancorp
Indiana
$8.94M -$246K -1,549 -3%
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