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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 %
GJIA
426
Glass Jacobson Investment Advisors
Maryland
$2.36M +$2.36M +14,242 New
PA
427
PFG Advisors
Arizona
$2.35M +$179K +1,084 +8%
WPC
428
Wedmont Private Capital
Pennsylvania
$2.34M +$150K +889 +7%
WCFA
429
Walkner Condon Financial Advisors
Wisconsin
$2.34M -$78.2K -473 -3%
MHIC
430
Marble Harbor Investment Counsel
Massachusetts
$2.32M +$98.4K +595 +4%
LIG
431
Lokken Investment Group
Delaware
$2.32M +$108K +651 +5%
VFA
432
Valeo Financial Advisors
Indiana
$2.31M +$558K +5,075 +32%
EA
433
Echo45 Advisors
California
$2.29M +$82K +496 +4%
FFL
434
Financial Freedom LLC
Ohio
$2.29M +$6.29K +38 +0.3%
KeyBank National Association
435
KeyBank National Association
Ohio
$2.29M -$3.14K -19 -0.1%
CF
436
Corrigan Financial
Rhode Island
$2.28M -$6.62K -40 -0.3%
TWM
437
TriaGen Wealth Management
California
$2.28M +$90.3K +546 +4%
CFAM
438
Center For Asset Management
Florida
$2.28M +$59K +357 +3%
WA
439
WP Advisors
California
$2.27M +$12.2K +74 +0.5%
MCA
440
Maryland Capital Advisors
Maryland
$2.25M -$18K -109 -0.8%
MFG
441
Magnus Financial Group
New York
$2.24M +$21.5K +130 +1%
AIM
442
Acropolis Investment Management
Missouri
$2.22M +$50.9K +308 +2%
MA
443
MAS Advisors
Florida
$2.2M +$128K +776 +6%
WCA
444
Waypoint Capital Advisors
Minnesota
$2.19M -$30.4K -184 -1%
FAIM
445
Financial Advocates Investment Management
Washington
$2.17M -$690K -4,172 -24%
CANC
446
Culbertson A N & Co
Virginia
$2.15M -$14.9K -90 -0.7%
FA
447
Faithward Advisors
Pennsylvania
$2.15M -$85.4K -500 -4%
BBW
448
Blue Barn Wealth
Utah
$2.14M -$23.8K -144 -1%
SFP
449
Sterling Financial Planning
New Jersey
$2.14M -$29.4K -178 -1%
NSIM
450
North Star Investment Management
Illinois
$2.14M -$123K -746 -5%
16 17
18
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