Vanguard Small-Cap Value ETF
VBR
VBR
1,202 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 94 funds opening new positions, 499 increasing their positions, 429 reducing their positions, and 70 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
1% less funds holding
Funds holding: 1,215 → 1,202 (-13)
8% less funds holding in top 10
Funds holding in top 10: 116 → 107 (-9)
9% less capital invested
Capital invested by funds: $15B → $13.6B (-$1.41B)
Holders
1,202
Holding in Top 10
107
Calls
$10.7M
Puts
$3.26M
Top Buyers
| 1 | +$118M | |
| 2 | +$32.7M | |
| 3 | +$29.1M | |
| 4 |
RIA
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
+$19.9M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$18.4M |
Top Sellers
| 1 | -$60.4M | |
| 2 | -$51.1M | |
| 3 | -$31.5M | |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$26.4M |
| 5 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$22.8M |