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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 %
Wealthfront Advisers
401
Wealthfront Advisers
California
$2.64M +$441K +2,665 +20%
NF
402
Nikulski Financial
Iowa
$2.62M +$96.6K +584 +4%
EWA
403
EverSource Wealth Advisors
Alabama
$2.61M -$111K -671 -4%
CAL
404
Capital Analysts LLC
Pennsylvania
$2.59M -$300K -1,897 -10%
SOS
405
Silver Oak Securities
Tennessee
$2.58M +$540K +3,267 +26%
WF
406
Warner Financial
Maryland
$2.56M +$73.8K +446 +3%
CWA
407
CJM Wealth Advisers
Virginia
$2.55M -$272K -1,647 -10%
HWA
408
Heartwood Wealth Advisors
Virginia
$2.54M +$24.6K +149 +1%
NW
409
NewEdge Wealth
Pennsylvania
$2.54M +$111K +674 +5%
HI
410
HBK Investments
Texas
$2.54M +$2.54M +15,358 New
PFA
411
Pathway Financial Advisors
Vermont
$2.51M – – –
CC
412
Cypress Capital
Tennessee
$2.51M -$26.1K -158 -1%
SC
413
Scotia Capital
Ontario, Canada
$2.48M +$73.3K +443 +3%
WTFG
414
Wells Trecaso Financial Group
Ohio
$2.47M -$4.14K -25 -0.2%
CM
415
Columbus Macro
Pennsylvania
$2.47M -$683K -4,128 -22%
REMPR
416
Roof Eidam Maycock Peralta (REMP)
California
$2.46M +$205K +1,241 +9%
OIA
417
OneDigital Investment Advisors
Kansas
$2.45M -$552K -3,336 -18%
AWM
418
Arista Wealth Management
Nevada
$2.44M -$15.8M -95,363 -87%
IA
419
IFG Advisory
Georgia
$2.44M +$22.7K +137 +0.9%
CFA
420
Cahill Financial Advisors
Minnesota
$2.43M +$99.4K +601 +4%
RC
421
Roundview Capital
New Jersey
$2.42M -$6.95K -42 -0.3%
TC
422
TownSquare Capital
Utah
$2.4M +$1.92M +11,618 +403%
AG
423
Ascent Group
Virginia
$2.37M -$103K -597 -4%
VF
424
Vawter Financial
Ohio
$2.36M -$61.7K -373 -3%
MCA
425
MSH Capital Advisors
Arizona
$2.36M +$63.5K +384 +3%
15 16
17
18 19