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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 %
EWA
576
Evolution Wealth Advisors
Florida
$1.22M -$50K -302 -4%
AA
577
Aire Advisors
California
$1.22M -$107K -648 -8%
RRC
578
Relaxing Retirement Coach
Massachusetts
$1.21M -$5.13K -31 -0.4%
CMBA
579
C.M. Bidwell & Associates
Hawaii
$1.21M +$331 +2 +0%
DAS
580
Dynamic Advisor Solutions
Arizona
$1.2M -$28.1K -170 -2%
PCIA
581
Prime Capital Investment Advisors
Kansas
$1.2M +$241K +1,456 +25%
CD
582
Chapin Davis
Maryland
$1.2M +$9.76K +59 +0.8%
FFN
583
Focus Financial Network
Minnesota
$1.19M -$319K -1,926 -21%
BF
584
BOK Financial
Oklahoma
$1.19M +$22.3K +135 +2%
BFA
585
Beacon Financial Advisory
Ohio
$1.19M -$101K -602 -8%
WAP
586
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$204K -1,231 -15%
FA
587
Fermata Advisors
California
$1.16M +$1.16M +7,008 New
LFA
588
Level Financial Advisors
New York
$1.16M -$75.7K -458 -6%
LWM
589
Liberty Wealth Management
California
$1.16M +$39.8K +208 +4%
CA
590
Clearstead Advisors
Ohio
$1.14M -$196K -1,183 -15%
FHC
591
Forest Hill Capital
Arkansas
$1.14M – – –
RTL
592
Red Tortoise LLC
Georgia
$1.13M +$150K +909 +15%
JC
593
Jentner Corp
Ohio
$1.12M -$6.12K -37 -0.5%
TC
594
Trust Company
Kansas
$1.12M -$12.6K -76 -1%
TDWM
595
Topel & Distasi Wealth Management
California
$1.11M – – –
WA
596
Wambolt & Associates
Colorado
$1.1M -$93.8K -567 -8%
MFG
597
MidWestOne Financial Group
Iowa
$1.1M +$41.2K +249 +4%
AAS
598
Ameritas Advisory Services
Nebraska
$1.09M -$2.75M -16,709 -72%
WFS
599
Weitzel Financial Services
Iowa
$1.09M +$21.2K +128 +2%
PCM
600
Parsons Capital Management
Rhode Island
$1.09M +$47.8K +289 +5%
22 23
24
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