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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.

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
1
Bishop & Co Investment Management
Pennsylvania
$123M
2
Betterment LLC
2
Betterment LLC
New York
$1.31B
3
PLFA
3
Pacific Life Fund Advisors
California
$39.4M
4
AF
4
Allworth Financial
California
$113M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$66.1M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$33.4M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$88.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
BTCPP
5
Border to Coast Pensions Partnership
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$88.6M 534,293 -157,536 -23%
SP
27
Symmetry Partners
Connecticut
$85.4M 516,382 +18,713 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$82.9M 501,403 +20,948 +4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$80.4M 485,943 +11,255 +2%
SC
30
Savant Capital
Illinois
$73.2M 442,660 -7,302 -2%
SGAM
31
Stephens Group Asset Management
Arkansas
$72.1M 436,181 +73,128 +20%
Osaic Holdings
32
Osaic Holdings
Arizona
$72.1M 435,690 -49,761 -10%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$67.9M 410,317 -18,069 -4%
FG
34
Foster Group
Iowa
$67.4M 407,615 +12,145 +3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$66.1M 399,937 +169,410 +73%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$63.3M 382,480 – –
CFM
37
Comprehensive Financial Management
California
$62.8M 379,501 – –
Mariner
38
Mariner
Kansas
$59.9M 361,941 +944 +0.3%
RJA
39
Raymond James & Associates
Florida
$58.5M 353,599 +4,439 +1%
RWP
40
RWA Wealth Partners
Massachusetts
$56.3M 340,105 +29,456 +9%
EWA
41
Exencial Wealth Advisors
Oklahoma
$56.3M 340,086 -4,117 -1%
PP
42
PDS Planning
Ohio
$55.2M 333,804 +27,232 +9%
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$55.2M 333,519 +9,372 +3%
VFP
44
Verus Financial Partners
Virginia
$51.9M 300,977 +6,568 +2%
Bessemer Group
45
Bessemer Group
New Jersey
$51.5M 311,637 – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$49.6M 299,794 +38,426 +15%
MIAS
47
Mason Investment Advisory Services
Virginia
$48.7M 294,317 -281 -0.1%
RA
48
Rodgers & Associates
Pennsylvania
$47.1M 284,722 +15,159 +6%
MWM
49
Modera Wealth Management
New Jersey
$46.4M 280,289 +58,391 +26%
RIA
50
Retirement Investment Advisors
Oklahoma
$46.3M 279,805 +116,415 +71%
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