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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 %
EIM
351
Ervin Investment Management
Washington
$3.35M -$48.6K -294 -1%
EWM
352
Evergreen Wealth Management
Michigan
$3.34M +$646K +3,904 +24%
PWMG
353
Pioneer Wealth Management Group
Texas
$3.33M +$260K +1,569 +8%
KPWS
354
Kestra Private Wealth Services
Texas
$3.33M +$108K +655 +3%
MMA
355
Miracle Mile Advisors
California
$3.31M -$578K -3,492 -15%
PWM
356
Paulson Wealth Management
Illinois
$3.31M +$3.31M +19,995 New
AA
357
Axiom Advisory
California
$3.3M +$90.6K +548 +3%
TNBTD
358
Trustmark National Bank Trust Department
Mississippi
$3.3M +$91K +550 +3%
PFA
359
Pure Financial Advisors
California
$3.3M +$407K +2,461 +14%
CTC
360
Central Trust Company
Missouri
$3.29M -$416K -2,516 -11%
IFA
361
Index Fund Advisors
California
$3.28M +$5.62K +34 +0.2%
LIA
362
LS Investment Advisors
Michigan
$3.25M +$2.65K +16 +0.1%
SPC
363
Sigma Planning Corp
Michigan
$3.25M -$174K -1,053 -5%
CS
364
Comerica Securities
Michigan
$3.25M -$92.8K -561 -3%
ACM
365
Advisors Capital Management
New Jersey
$3.21M +$294K +1,776 +10%
DPI
366
Diversified Portfolios Inc
Michigan
$3.21M +$2.04M +12,320 +175%
MFG
367
Mainsail Financial Group
Washington
$3.17M +$14.9K +90 +0.5%
NWM
368
Northwest Wealth Management
Iowa
$3.16M -$10.9K -66 -0.3%
FWM
369
Forza Wealth Management
Florida
$3.15M – – –
WIP
370
WealthCare Investment Partners
Rhode Island
$3.15M -$86.8K -527 -3%
BW
371
BIP Wealth
Georgia
$3.14M -$138K -836 -4%
EGA
372
E&G Advisors
Texas
$3.13M +$49K +296 +2%
GPI
373
General Partner Inc
Pennsylvania
$3.13M – – –
AOWM
374
Alpha Omega Wealth Management
Virginia
$3.12M -$3.64K -22 -0.1%
Northern Trust
375
Northern Trust
Illinois
$3.09M -$297K -1,797 -9%
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