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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 %
C
551
CEDRUS
Colorado
$1.39M -$585K -3,535 -30%
BCI
552
Brinker Capital Investments
Pennsylvania
$1.39M -$60.2K -364 -4%
OPS
553
Orion Portfolio Solutions
Nebraska
$1.39M -$60.2K -364 -4%
WP
554
Wealthspan Partners
Iowa
$1.38M +$49.8K +301 +4%
CFGS
555
Concourse Financial Group Securities
Alabama
$1.38M -$67.6K -409 -5%
ADL
556
Asset Dedication LLC
California
$1.37M -$104K -632 -7%
DB
557
Dravo Bay
Delaware
$1.36M -$49.8K -301 -4%
VWA
558
V Wealth Advisors
Kansas
$1.36M -$17.2K -104 -1%
LFP
559
Leeward Financial Partners
Washington
$1.35M -$252K -1,524 -16%
HCP
560
Hexagon Capital Partners
Arkansas
$1.32M -$59.5K -360 -4%
NDSI
561
Newman Dignan & Sheerar Inc
Rhode Island
$1.32M -$43.8K -265 -3%
TFF
562
The Family Firm
Maryland
$1.31M -$111K -672 -8%
GVAG
563
Great Valley Advisor Group
Delaware
$1.31M -$259K -1,568 -17%
NFG
564
Nations Financial Group
Iowa
$1.3M -$12.7K -77 -1%
IA
565
Inspire Advisors
Idaho
$1.3M +$1.3M +7,863 New
PCP
566
Proficio Capital Partners
Massachusetts
$1.29M -$1.46M -8,830 -53%
FLPIM
567
F.L. Putnam Investment Management
Massachusetts
$1.29M -$122K -740 -9%
Empower Advisory Group
568
Empower Advisory Group
Colorado
$1.29M -$61.4K -371 -5%
GP
569
Girard Partners
Pennsylvania
$1.28M -$99.9K -604 -7%
ECG
570
Edge Capital Group
Georgia
$1.27M +$173K +1,046 +16%
RFA
571
Resurgent Financial Advisors
Georgia
$1.27M +$106K +642 +9%
WAM
572
WNY Asset Management
New York
$1.25M -$5.2M -31,462 -81%
HA
573
HC Advisors
Georgia
$1.22M +$1.82K +11 +0.1%
SHFA
574
SC&H Financial Advisors
Maryland
$1.22M +$3.31K +20 +0.3%
OCPWS
575
One Charles Private Wealth Services
Massachusetts
$1.22M +$5.95K +36 +0.5%
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