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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 %
SWM
376
Spire Wealth Management
Virginia
$3.08M -$176K -1,062 -5%
EFS
377
Essex Financial Services
Connecticut
$3.06M -$115K -695 -4%
CAMG
378
CWA Asset Management Group
Florida
$3.05M -$109K -658 -3%
SFS
379
Sowell Financial Services
Arkansas
$3.03M -$807K -4,879 -21%
FWP
380
FAS Wealth Partners
Kansas
$3.02M -$61.2K -370 -2%
CA
381
Continuum Advisory
Idaho
$3.02M +$37.4K +226 +1%
PAI
382
Pittenger & Anderson Inc
Nebraska
$3M +$331 +2 +0%
LW
383
Linscomb Wealth
Texas
$2.97M -$209K -1,265 -7%
CB
384
Commerce Bank
Missouri
$2.95M +$272K +1,642 +10%
WRPWM
385
Werba Rubin Papier Wealth Management
California
$2.93M +$71.8K +434 +3%
ZC
386
Zeit Capital
Colorado
$2.93M -$2.15K -13 -0.1%
FFA
387
Farther Finance Advisors
California
$2.9M +$338K +2,046 +13%
LIM
388
Leavell Investment Management
Alabama
$2.9M -$774K -4,679 -21%
CA
389
CSM Advisors
Pennsylvania
$2.87M -$338K -2,047 -11%
GWM
390
Greenhouse Wealth Management
Connecticut
$2.86M +$11.1K +67 +0.4%
ACA
391
Atlas Capital Advisors
Wyoming
$2.85M +$524K +3,165 +22%
RPSA
392
Richard P. Slaughter Associates
Texas
$2.85M +$177K +1,068 +7%
Koshinski Asset Management
393
Koshinski Asset Management
Illinois
$2.84M -$319K -1,930 -10%
PFG
394
Pinnacle Financial Group
Illinois
$2.76M +$48K +290 +2%
SB
395
Simmons Bank
Arkansas
$2.69M -$164K -993 -6%
RA
396
Riversedge Advisors
Delaware
$2.68M -$38K -230 -1%
WPWM
397
Windward Private Wealth Management
Kansas
$2.68M -$95.9K -580 -3%
SW
398
SlateStone Wealth
Florida
$2.67M -$150K -909 -5%
EA
399
Eclectic Associates
California
$2.66M -$18.9K -114 -0.7%
CDH
400
Charles D. Hyman
$2.65M – – –
14 15
16
17 18