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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.

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
1
Bank of America
North Carolina
$1.82B
2
Betterment LLC
2
Betterment LLC
New York
$1.22B
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$29.1M
4
2L
4
25 LLC
Missouri
$25.6M
5
RIA
5
Retirement Investment Advisors
Oklahoma
$25.9M

Top Sellers

1
AF
1
Allworth Financial
California
$75.9M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$25.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$642M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$62.2M
5
MPM
5
MBB Public Markets
Illinois
$29M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.82B 11,447,236 +746,359 +7%
Betterment LLC
2
Betterment LLC
New York
$1.22B 7,665,277 +206,035 +3%
Morgan Stanley
3
Morgan Stanley
New York
$642M 4,045,805 -198,725 -5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$531M 3,343,212 -46,099 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$508M 3,200,045 +38,454 +1%
AssetMark Inc
6
AssetMark Inc
California
$480M 3,023,515 +32,072 +1%
Wells Fargo
7
Wells Fargo
California
$289M 1,820,410 +1,695 +0.1%
UBS Group
8
UBS Group
Switzerland
$284M 1,788,623 -48,772 -3%
MG
9
Mather Group
Illinois
$235M 1,479,693 +24,444 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$202M 1,272,780 -6,531 -0.5%
HMH
11
Hackensack Meridian Health
New Jersey
$183M 1,150,621 +2,132 +0.2%
Goldman Sachs
12
Goldman Sachs
New York
$174M 1,095,069 +54,138 +5%
LPL Financial
13
LPL Financial
California
$173M 1,086,925 +45,030 +4%
SEI Investments
14
SEI Investments
Pennsylvania
$164M 1,034,291 +39,366 +4%
UCFA
15
United Capital Financial Advisors
Texas
$152M 956,888 -28,798 -3%
CL
16
Choreo LLC
Illinois
$144M 907,705 +2,856 +0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$131M 823,783 +47,076 +6%
Ameriprise
18
Ameriprise
Minnesota
$124M 779,621 +23,462 +3%
AL
19
Aspiriant LLC
California
$115M 723,560 -5,930 -0.8%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$110M 691,829 +72,882 +12%
TF
21
TIAA FSB
Florida
$97.7M 615,184 -27,233 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$94.3M 594,053 -28,421 -5%
EA
23
Efficient Advisors
Ohio
$93.8M 590,622 +18,437 +3%
SP
24
Symmetry Partners
Connecticut
$78.5M 497,669 +26,104 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$77.1M 485,451 +3,708 +0.8%
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