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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 %
SWA
476
SOA Wealth Advisors
New York
$1.91M -$241K -1,455 -11%
Victory Capital Management
477
Victory Capital Management
Texas
$1.9M – – –
CW
478
CreativeOne Wealth
Kansas
$1.88M -$24.1K -146 -1%
FLI
479
Family Legacy Inc
South Carolina
$1.87M +$155K +938 +9%
TCM
480
Telos Capital Management
California
$1.87M -$34.6K -209 -2%
CBFP
481
Cedar Brook Financial Partners
Ohio
$1.86M +$13.9K +84 +0.8%
CFD
482
Creative Financial Designs
Indiana
$1.85M +$81.4K +492 +5%
BWM
483
Baystate Wealth Management
Massachusetts
$1.84M -$100K -605 -5%
CIA
484
Compass Ion Advisors
Pennsylvania
$1.84M -$34.2K -207 -2%
WB
485
WesBanco Bank
West Virginia
$1.81M -$143K -862 -7%
BHWM
486
Beaird Harris Wealth Management
Texas
$1.8M -$1.99K -12 -0.1%
KAM
487
Kraft Asset Management
Tennessee
$1.8M +$267K +1,614 +17%
PFS
488
Prospera Financial Services
Texas
$1.8M +$71.1K +429 +4%
MSWM
489
McGlone Suttner Wealth Management
Wisconsin
$1.8M -$35.4K -214 -2%
BWM
490
Brown Wealth Management
Illinois
$1.79M +$1.79M +10,845 New
SJL
491
Shayne & Jacobs LLC
Tennessee
$1.79M -$2.81K -17 -0.2%
TCOV
492
Trust Company of Vermont
Vermont
$1.78M -$85.5K -517 -5%
SWP
493
Stratos Wealth Partners
Ohio
$1.78M +$622K +3,759 +54%
LF
494
Lantz Financial
Illinois
$1.77M +$85.8K +519 +5%
DSC
495
Duncker Streett & Co
Missouri
$1.77M -$18.2K -110 -1%
CSB
496
City State Bank
Iowa
$1.77M -$21.5K -130 -1%
CCWA
497
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M -$294K -1,779 -14%
FCA
498
FinTrust Capital Advisors
South Carolina
$1.76M – – –
TFA
499
Tobias Financial Advisors
Florida
$1.75M +$61.4K +371 +4%
PMG
500
ProVise Management Group
Florida
$1.74M -$124K -752 -7%
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