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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 %
TF
326
Theory Financial
Colorado
$3.91M +$158K +955 +4%
BAM
327
Beaumont Asset Management
Texas
$3.91M +$24.1K +146 +0.6%
ST
328
Sageworth Trust
Pennsylvania
$3.9M – – –
KSWA
329
Kathleen S. Wright Associates
Pennsylvania
$3.81M +$58.4K +353 +2%
NL
330
NWAM LLC
Washington
$3.8M +$1.38M +8,355 +57%
NFC
331
Northeast Financial Consultants
Connecticut
$3.76M – – –
JWCA
332
J.W. Cole Advisors
Florida
$3.75M -$243K -1,472 -6%
AF
333
Advisornet Financial
Minnesota
$3.69M +$271K +1,639 +8%
APP
334
Avantax Planning Partners
Iowa
$3.66M +$1.99K +12 +0.1%
CCA
335
Column Capital Advisors
Indiana
$3.62M – – –
BRG
336
Bay Rivers Group
Virginia
$3.61M +$92.5K +559 +3%
MWA
337
Martel Wealth Advisors
Washington
$3.6M -$107K -645 -3%
AAP
338
Arax Advisory Partners
Colorado
$3.58M -$2.52M -15,236 -41%
FWI
339
Facet Wealth Inc
Maryland
$3.52M -$372K -2,159 -10%
VC
340
Veery Capital
Delaware
$3.51M +$240K +1,448 +7%
3IP
341
3Chopt Investment Partners
Virginia
$3.49M +$174K +1,050 +5%
TI
342
Truepoint Inc
Ohio
$3.47M +$130K +783 +4%
RLWM
343
RF&L Wealth Management
Massachusetts
$3.44M -$247K -1,495 -7%
VIA
344
Vickerman Investment Advisors
Washington
$3.42M -$112K -678 -3%
TAM
345
Tocqueville Asset Management
New York
$3.4M -$3.22M -19,487 -49%
ML
346
Mayport LLC
Massachusetts
$3.38M +$197K +1,189 +6%
CWM
347
Cranbrook Wealth Management
Michigan
$3.38M -$72.4K -438 -2%
RWG
348
Ratio Wealth Group
Colorado
$3.38M +$3.38M +20,420 New
MAG
349
MRA Advisory Group
New Jersey
$3.36M -$685K -4,144 -17%
EFG
350
Everhart Financial Group
Ohio
$3.35M +$189K +1,273 +6%
12 13
14
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