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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 %
WIC
301
Willis Investment Counsel
Georgia
$4.28M -$447K -2,703 -9%
SFG
302
SNS Financial Group
Minnesota
$4.27M -$127K -769 -3%
BOPW
303
Brandywine Oak Private Wealth
Pennsylvania
$4.23M +$179K +1,084 +4%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.21M -$84.7K -512 -2%
BSB
305
Bangor Savings Bank
Maine
$4.2M +$241K +1,458 +6%
WP
306
WealthShield Partners
North Carolina
$4.18M +$244K +1,478 +6%
WT
307
Whittier Trust
California
$4.13M -$414K -2,505 -9%
FWP
308
Falcon Wealth Planning
California
$4.13M -$125K -757 -3%
SG
309
Sharper & Granite
California
$4.11M +$223K +1,347 +6%
HA
310
HFG Advisors
Ohio
$4.11M -$93.3K -564 -2%
MCWS
311
McKinley Carter Wealth Services
West Virginia
$4.1M -$121K -732 -3%
TC
312
Tenret Company
Florida
$4.07M +$84.7K +512 +2%
BFS
313
Bard Financial Services
Connecticut
$4.07M -$166K -1,001 -4%
AFP
314
Ausdal Financial Partners
Iowa
$4.07M +$181K +1,092 +5%
PMFA
315
Plante Moran Financial Advisors
Michigan
$4.06M -$2.27M -13,720 -36%
BJL
316
Brighton Jones LLC
Washington
$4.05M +$76.6K +463 +2%
IWM
317
IHT Wealth Management
Illinois
$4.04M -$344K -2,081 -8%
MIS
318
Morningstar Investment Services
Illinois
$4.03M +$64.2K +391 +2%
Vanguard Group
319
Vanguard Group
Pennsylvania
$4.03M +$175K +1,057 +5%
UB
320
UMB Bank
Missouri
$4.03M -$138K -837 -3%
WCM
321
Windham Capital Management
Massachusetts
$4.02M – – –
SFM
322
Signet Financial Management
New Jersey
$4.02M -$91.5K -553 -2%
RJT
323
Raymond James Trust
Florida
$4M +$615K +3,720 +18%
BSWA
324
Bromfield Sneider Wealth Advisors
Massachusetts
$3.98M -$18K -109 -0.5%
FTS
325
Fifth Third Securities
Ohio
$3.96M +$148K +895 +4%
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