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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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$1.74M +$827K +4,998 +91%
BWA
502
BlueSky Wealth Advisors
North Carolina
$1.73M -$96.3K -582 -5%
Lido Advisors
503
Lido Advisors
California
$1.73M -$391K -2,362 -18%
MSWMA
504
Market Street Wealth Management Advisors
Indiana
$1.73M -$198K -1,200 -10%
BCG
505
Breakwater Capital Group
New Jersey
$1.71M -$584K -3,530 -25%
WBC
506
West Branch Capital
Massachusetts
$1.7M -$11.2K -68 -0.7%
1WA
507
180 Wealth Advisors
Washington
$1.69M +$11.1K +67 +0.7%
ECM
508
Elgethun Capital Management
South Dakota
$1.68M +$17.7K +107 +1%
BCM
509
BTC Capital Management
Iowa
$1.66M -$50.8K -307 -3%
VW
510
Vance Wealth
California
$1.66M +$719K +4,350 +77%
ATC
511
Argent Trust Co
Tennessee
$1.65M -$87.5K -529 -5%
PFP
512
Pinnacle Financial Partners
Tennessee
$1.65M -$1.02M -6,191 -38%
VAM
513
Verity Asset Management
North Carolina
$1.64M -$3.5M -21,190 -68%
SQA
514
Simon Quick Advisors
New Jersey
$1.63M +$165 +1 +0%
GRP
515
Global Retirement Partners
California
$1.63M -$29.3K -177 -2%
NOI
516
Newton One Investments
Delaware
$1.63M +$8.77K +53 +0.5%
PL
517
Plancorp LLC
Missouri
$1.63M +$12.1K +73 +0.7%
GCA
518
Gradient Capital Advisors
California
$1.62M +$31.9K +193 +2%
NFP
519
NorthLanding Financial Partners
New York
$1.62M -$1.19M -7,211 -42%
SMA
520
Sage Mountain Advisors
Georgia
$1.62M +$1.14M +6,921 +241%
CSWM
521
Cassady Schiller Wealth Management
Ohio
$1.61M -$118K -715 -7%
DI
522
DFPG Investments
Utah
$1.61M +$907K +5,243 +129%
JFG
523
Jefferies Financial Group
New York
$1.59M +$247K +1,491 +18%
EAM
524
Evanson Asset Management
California
$1.58M +$106K +638 +7%
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$1.57M -$37.1K -224 -2%
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