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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 %
DBT
176
Dubuque Bank & Trust
Iowa
$8.81M -$163K -1,025 -2%
FOFP
177
Fee-Only Financial Planning
South Carolina
$8.79M -$268K -1,687 -3%
CFO
178
Collective Family Office
Pennsylvania
$8.76M +$233K +1,468 +3%
SIA
179
Strategic Investment Advisors
Michigan
$8.58M +$760K +4,790 +10%
BWFA
180
Baltimore-Washington Financial Advisors
Maryland
$8.54M -$451K -2,840 -5%
AFS
181
Annapolis Financial Services
Maryland
$8.53M -$72.7K -458 -0.8%
BFS
182
Bradley Foster & Sargent
Connecticut
$8.44M -$149K -938 -2%
RZH
183
Relyea Zuckerberg Hanson
Connecticut
$8.37M +$246K +1,548 +3%
WIC
184
Whitegate Investment Counselors
New Hampshire
$8.31M +$582K +3,666 +8%
WAM
185
Weinberger Asset Management
California
$8.29M +$51.9K +327 +0.6%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$8.29M +$369K +2,327 +5%
CAWM
187
Capital Advisors Wealth Management
Washington
$8.27M +$285K +1,797 +4%
LI
188
LMCG Investments
Massachusetts
$8.22M +$109K +689 +1%
V
189
Veritable
Delaware
$8.14M +$5.64M +35,552 +226%
RFS
190
Retirement Financial Solutions
Tennessee
$8.07M +$280K +1,761 +4%
CPA
191
Cardiff Park Advisors
California
$8.04M +$10.8K +68 +0.1%
RWA
192
Redhawk Wealth Advisors
Minnesota
$7.95M +$1.06M +6,656 +15%
PPW
193
Presilium Private Wealth
Pennsylvania
$7.94M +$608K +3,830 +8%
M&T Bank
194
M&T Bank
New York
$7.78M -$290K -1,825 -4%
Citadel Advisors
195
Citadel Advisors
Florida
$7.64M +$7.16M +45,123 +1,491%
BMM
196
Buffington Mohr McNeal
Idaho
$7.61M +$199K +1,256 +3%
ST
197
Spinnaker Trust
Maine
$7.49M -$794 -5 -0%
AIS
198
American Investment Services
Massachusetts
$7.46M – – –
ACS
199
Archford Capital Strategies
Illinois
$7.4M +$192K +1,241 +3%
FFM
200
Forum Financial Management
Illinois
$7.37M -$109K -686 -1%
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