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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 %
RGC
451
Roberts, Glore & Co
Illinois
$2.13M +$43.3K +262 +2%
SC
452
SouthState Corp
Florida
$2.1M -$24.1K -146 -1%
R
453
Rebalance
California
$2.1M +$51.8K +313 +3%
MECA
454
Miller Equity Capital Advisors
Texas
$2.1M +$9.43K +57 +0.5%
CCM
455
Coldstream Capital Management
Washington
$2.09M -$8.77K -53 -0.4%
GWM
456
Geneos Wealth Management
Colorado
$2.08M -$66K -399 -3%
IWC
457
Integrated Wealth Concepts
Massachusetts
$2.08M +$506K +3,061 +32%
STA
458
Summit Trail Advisors
New York
$2.08M +$275K +1,663 +15%
NRI
459
NFP Retirement Inc
California
$2.08M -$948K -5,730 -31%
HI
460
Harbour Investments
Wisconsin
$2.07M +$90.5K +547 +5%
Citadel Advisors
461
Citadel Advisors
Florida
$2.06M -$5.9M -35,680 -74%
FUBT
462
First United Bank & Trust
Maryland
$2.04M -$31.1K -188 -2%
ANTB
463
AMG National Trust Bank
Colorado
$2.04M -$30.6K -185 -1%
CCM
464
Condor Capital Management
New Jersey
$2.03M +$11.7K +71 +0.6%
PIMG
465
Patriot Investment Management Group
Tennessee
$2.03M -$292K -1,767 -13%
AFAS
466
Acorn Financial Advisory Services
Virginia
$2.02M +$74.1K +448 +4%
GAM
467
Gotham Asset Management
New York
$2M +$2M +12,114 New
PA
468
Prossimo Advisors
California
$1.99M +$1.99M +12,022 New
LSA
469
Lion Street Advisors
Texas
$1.98M +$783K +4,424 +65%
D
470
Dentgroup
Louisiana
$1.98M -$48.6K -294 -2%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$1.97M -$192K -1,158 -9%
TFP
472
Triune Financial Partners
Kansas
$1.96M -$992 -6 -0.1%
SS
473
Simplicity Solutions
Minnesota
$1.95M -$798K -4,822 -29%
FIA
474
Foundations Investment Advisors
Arizona
$1.94M +$1.94M +11,717 New
CPA
475
Capital Performance Advisors
California
$1.92M +$58.7K +355 +3%
17 18
19
20 21