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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,228 hedge funds and large institutions have $14.4B invested in Vanguard Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 478 increasing their positions, 463 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
+28
Holders Change %
+2.33%
% of All Funds
19.37%
Holding in Top 10
105
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.87%
% of All Funds
1.66%
New
98
Increased
478
Reduced
463
Closed
56
Calls
$9.56M
Puts
$7.85M
Net Calls
+$1.71M
Net Calls Change
-$5.75M

Top Buyers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$123M
2
Betterment LLC
2
Betterment LLC
New York
$1.31B
3
PLFA
3
Pacific Life Fund Advisors
California
$39.4M
4
AF
4
Allworth Financial
California
$113M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$66.1M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$33.4M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$88.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
BTCPP
5
Border to Coast Pensions Partnership
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
226
Paragon Capital Management (Colorado)
Colorado
$6.41M +$355K +2,144 +6%
GIA
227
Goodwin Investment Advisory
Georgia
$6.41M +$2.85M +17,206 +80%
PWM
228
Perigon Wealth Management
California
$6.41M +$1.13M +6,828 +21%
ST
229
Spinnaker Trust
Maine
$6.37M -$1.44M -8,685 -18%
FCI
230
Financial Counselors Inc
Kansas
$6.35M -$208K -1,260 -3%
KCPG
231
Kavar Capital Partners Group
Kansas
$6.31M -$422K -2,549 -6%
SMWM
232
Silvia McColl Wealth Management
California
$6.22M +$91.6K +554 +1%
AIS
233
American Investment Services
Massachusetts
$6.16M -$1.61M -9,735 -21%
CC
234
Courier Capital
New York
$6.14M -$413K -2,499 -6%
GC
235
Garde Capital
Washington
$6.11M -$26.8K -162 -0.4%
ICG
236
InterOcean Capital Group
Tennessee
$6.11M +$273K +1,652 +5%
RFA
237
RTD Financial Advisors
Pennsylvania
$6.08M -$35.9K -217 -0.6%
H
238
HoyleCohen
California
$6.07M -$144K -871 -2%
BTIM
239
BancFirst Trust & Investment Management
Oklahoma
$6.02M – – –
VWA
240
Visionary Wealth Advisors
Illinois
$6M -$710K -4,295 -11%
AllianceBernstein
241
AllianceBernstein
Tennessee
$5.92M +$96.3K +582 +2%
Brown Advisory
242
Brown Advisory
Maryland
$5.89M -$231K -1,398 -4%
IA
243
IFP Advisors
Florida
$5.87M -$1.87M -11,324 -24%
NFW
244
Noble Family Wealth
Florida
$5.86M +$27.3K +165 +0.5%
CFO
245
CVA Family Office
Colorado
$5.85M -$28.8K -174 -0.5%
BI
246
Berkeley Inc
Idaho
$5.83M +$137K +827 +2%
BRWA
247
B. Riley Wealth Advisors
Florida
$5.81M -$374K -2,261 -6%
GCM
248
Granby Capital Management
Florida
$5.79M +$5.79M +35,000 New
VCAM
249
Van Cleef Asset Management
Ohio
$5.78M -$233K -1,410 -4%
JE
250
JMAC Enterprises
Pennsylvania
$5.77M +$144K +870 +3%
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