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

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$33.4M
2
Bank of America
Bank of America
North Carolina
$1.86B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$88.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
276
Cornerstone Wealth Advisors
Minnesota
$4.97M +$227K +1,374 +5%
DC
277
Davenport & Co
Virginia
$4.95M +$366K +2,215 +8%
PFO
278
Pathstone Family Office
New Jersey
$4.91M +$208K +1,256 +4%
CWM
279
Chemistry Wealth Management
New York
$4.91M +$111K +669 +2%
TW
280
Towerpoint Wealth
California
$4.9M +$260K +1,574 +6%
LSA
281
Lansing Street Advisors
Pennsylvania
$4.89M -$328K -1,981 -6%
JIC
282
Joel Isaacson & Co
New York
$4.89M +$196K +1,185 +4%
TA
283
TFB Advisors
Kansas
$4.83M +$1.41M +8,515 +41%
SFO
284
Stokes Family Office
Louisiana
$4.83M +$85.5K +517 +2%
CA
285
CGN Advisors
Kansas
$4.81M +$215K +1,298 +5%
AA
286
Atmos Advisory
Pennsylvania
$4.78M +$73.4K +444 +2%
BDF
287
Black Diamond Financial
Maryland
$4.71M +$458K +2,770 +11%
Citigroup
288
Citigroup
New York
$4.67M +$1.07M +6,446 +30%
MFWP
289
Mosaic Family Wealth Partners
Missouri
$4.59M -$185K -1,118 -4%
MCCP
290
Mission Creek Capital Partners
California
$4.47M +$377K +2,281 +9%
SSW
291
Stone Summit Wealth
Florida
$4.43M +$233K +1,410 +6%
AI
292
Atria Investments
North Carolina
$4.4M -$2.68M -16,226 -38%
EP
293
Eudaimonia Partners
Tennessee
$4.4M -$753K -4,552 -15%
HP
294
Hyperion Partners
Pennsylvania
$4.38M +$130K +785 +3%
MCM
295
Manchester Capital Management
Vermont
$4.37M – – –
CPIG
296
Chicago Partners Investment Group
Illinois
$4.37M +$1.28M +7,439 +42%
LFS
297
Lutz Financial Services
Nebraska
$4.37M -$261K -1,580 -6%
IFPL
298
Investments & Financial Planning LLC
Kentucky
$4.36M -$320K -1,935 -7%
AWM
299
Aspire Wealth Management
Massachusetts
$4.36M +$58.6K +354 +1%
LG
300
LAM Group
Oregon
$4.3M – – –
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