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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
+$122M
2
Betterment LLC
Betterment LLC
New York
+$42M
3
PLFA
Pacific Life Fund Advisors
California
+$39.4M
4
AF
Allworth Financial
California
+$34.4M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$28M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$31.4M
2
Bank of America
Bank of America
North Carolina
-$30.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.7M
5
BTCPP
Border to Coast Pensions Partnership
United Kingdom
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
526
Tranquility Partners
Tennessee
$1.56M +$45.3K +274 +3%
PVI
527
Pine Valley Investments
New Jersey
$1.56M +$4.8K +29 +0.3%
PBF
528
Petix & Botte Financial
California
$1.56M +$769K +4,647 +98%
RA
529
RFG Advisory
Alabama
$1.53M +$573K +3,462 +60%
RIA
530
Regal Investment Advisors
Michigan
$1.52M +$19.4K +117 +1%
Jane Street
531
Jane Street
New York
$1.51M +$486K +2,937 +47%
PA
532
Probity Advisors
Texas
$1.51M +$1.51M +9,106 New
IAA
533
Independent Advisor Alliance
North Carolina
$1.5M – – –
GBT
534
Grove Bank & Trust
Florida
$1.5M +$393K +2,379 +36%
CIC
535
Carnegie Investment Counsel
Ohio
$1.47M -$37.7K -228 -2%
PD
536
Planning Directions
Pennsylvania
$1.47M -$22.8K -138 -2%
MFS
537
McNamara Financial Services
Massachusetts
$1.46M +$14.6K +87 +1%
KWM
538
Kingsview Wealth Management
Oregon
$1.43M +$74.9K +453 +6%
ABC
539
Associated Banc-Corp
Wisconsin
$1.43M +$82K +496 +6%
CWAG
540
Compton Wealth Advisory Group
Virginia
$1.43M -$13.2K -80 -0.9%
FANJ
541
Financial Architects (New Jersey)
New Jersey
$1.43M – – –
PWM
542
PBMares Wealth Management
Virginia
$1.42M -$19.8K -120 -1%
SCP
543
Stevens Capital Partners
Nebraska
$1.42M -$164K -989 -10%
BEAM
544
Baker Ellis Asset Management
Washington
$1.42M -$124K -750 -8%
MA
545
MONECO Advisors
Connecticut
$1.41M +$43.2K +261 +3%
GPA
546
Guidance Point Advisors
Massachusetts
$1.41M +$7.61K +46 +0.5%
CAG
547
Curtis Advisory Group
California
$1.4M +$304K +1,840 +28%
LC
548
Lindbrook Capital
California
$1.4M -$57.9K -350 -4%
HR
549
Hardy Reed
Mississippi
$1.4M – – –
ORC
550
O'Rourke & Company
Massachusetts
$1.39M +$136K +823 +11%
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