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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 %
FAT
201
First American Trust
California
$7.32M +$2.41M +15,176 +49%
PA
202
Parallel Advisors
California
$7.32M -$6.67K -42 -0.1%
IFS
203
Ifrah Financial Services
Arkansas
$7.31M -$89.5K -564 -1%
WWM
204
Windsor Wealth Management
Indiana
$7.11M -$60.9K -389 -0.9%
AM
205
AGF Management
Ontario, Canada
$6.91M -$55.6K -350 -0.8%
E
206
ETFidea
New York
$6.85M +$308K +1,938 +5%
SFG
207
Sage Financial Group
Pennsylvania
$6.85M +$460K +2,897 +7%
HWM
208
HB Wealth Management
Georgia
$6.83M +$533K +3,357 +8%
AI
209
Atria Investments
North Carolina
$6.8M -$3.35M -21,098 -33%
CCA
210
Checchi Capital Advisers
California
$6.73M +$1.15M +7,267 +21%
TC
211
Tacita Capital
Ontario, Canada
$6.64M -$41.3K -260 -0.6%
GFWA
212
Grey Fox Wealth Advisors
Delaware
$6.63M +$755K +4,754 +13%
BF
213
Brooklyn FI
New York
$6.61M +$2M +11,176 +43%
KCPG
214
Kavar Capital Partners Group
Kansas
$6.47M -$6.98M -43,976 -52%
CM
215
Cornerstone Management
Georgia
$6.45M +$289K +1,819 +5%
VWA
216
Visionary Wealth Advisors
Illinois
$6.44M -$1.12M -7,072 -15%
QC
217
Quent Capital
New York
$6.4M +$106K +670 +2%
TAM
218
Tocqueville Asset Management
New York
$6.36M -$108K -680 -2%
OFP
219
OLIO Financial Planning
Virginia
$6.3M +$406K +2,558 +7%
FCI
220
Financial Counselors Inc
Kansas
$6.29M -$88.6K -558 -1%
CC
221
Courier Capital
New York
$6.29M +$51.9K +327 +0.8%
PP
222
PrairieView Partners
Minnesota
$6.27M -$91.9K -579 -1%
FHA
223
First Horizon Advisors
Tennessee
$6.21M +$97K +611 +2%
WAM
224
WNY Asset Management
New York
$6.19M -$136K -857 -2%
I
225
INVST
Indiana
$6.18M -$238K -1,532 -4%
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