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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 %
WQ
251
Wealth Quarterback
New Jersey
$5.7M +$968K +5,851 +20%
First Manhattan
252
First Manhattan
New York
$5.67M -$417K -2,521 -7%
CA
253
Cetera Advisors
Colorado
$5.63M +$374K +2,259 +7%
MWM
254
Meridian Wealth Management
Kentucky
$5.61M +$422K +2,551 +8%
MWM
255
MorganRosel Wealth Management
Colorado
$5.52M -$354K -2,140 -6%
FM
256
Foster & Motley
Ohio
$5.48M -$898K -5,426 -14%
OCFG
257
O'Connor Financial Group
Illinois
$5.47M +$379K +2,293 +7%
CI
258
CX Institutional
Indiana
$5.47M -$6.45K -39 -0.1%
MFG
259
Merit Financial Group
Georgia
$5.41M +$932K +5,633 +21%
TIM
260
Tortoise Investment Management
New York
$5.41M +$35.9K +217 +0.7%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$5.38M -$334K -2,022 -6%
ES
262
Eagle Strategies
New York
$5.35M -$599K -3,624 -10%
MCM
263
MAI Capital Management
Ohio
$5.3M -$933K -5,642 -15%
RIM
264
Rockbridge Investment Management
New York
$5.29M -$54.7K -331 -1%
LIA
265
LifePlan Investment Advisors
North Carolina
$5.25M +$5.25M +31,717 New
EWA
266
EP Wealth Advisors
California
$5.24M +$3.23M +265,594 +160%
FA
267
FDx Advisors
Illinois
$5.23M -$593K -3,584 -10%
ACA
268
Ackerman Capital Advisors
Texas
$5.18M -$27.5K -166 -0.5%
CFS
269
Cannon Financial Strategists
Georgia
$5.17M +$44.2K +267 +0.9%
WLIM
270
White Lighthouse Investment Management
Massachusetts
$5.17M -$10.4K -63 -0.2%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$5.11M -$159K -964 -3%
SRC
272
Shufro Rose & Co
New York
$5.11M +$987K +5,969 +24%
CA
273
Cornerstone Advisory
Maryland
$5.08M -$500K -3,021 -9%
MWA
274
Monograph Wealth Advisors
California
$5.03M -$11.6K -70 -0.2%
PWAG
275
Polaris Wealth Advisory Group
California
$4.99M +$4.99M +30,152 New
9 10
11
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