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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 %
HNB
601
Huntington National Bank
Ohio
$1.08M -$1.02M – –
SF
602
Synovus Financial
Georgia
$1.08M -$172K -1,038 -14%
SW
603
SVB Wealth
Massachusetts
$1.08M -$541K -3,269 -33%
BAM
604
BTS Asset Management
Massachusetts
$1.08M -$107K -648 -9%
MA
605
Montag & Associates
Georgia
$1.08M – – –
TPCW
606
TD Private Client Wealth
New York
$1.07M +$75.1K +454 +8%
AA
607
Alesco Advisors
New York
$1.07M – – –
MA
608
Mutual Advisors
Nebraska
$1.07M -$111K -669 -9%
MPW
609
MGO Private Wealth
California
$1.06M +$692K +4,181 +186%
GSWM
610
Greenup Street Wealth Management
Michigan
$1.06M -$598K -3,615 -36%
CAG
611
Csenge Advisory Group
Florida
$1.06M +$25.1K +152 +2%
FB
612
Fulton Bank
Pennsylvania
$1.05M – – –
PSF
613
Pacific Sun Financial
California
$1.05M +$1.05M +6,630 New
SFP
614
Strategic Financial Partners
Oregon
$1.04M +$165 +1 +0%
KAM
615
KEB Asset Management
Illinois
$1.04M -$62.9K -380 -6%
WA
616
Waverly Advisors
Alabama
$1.04M -$124K -751 -11%
CIBC Private Wealth Group
617
CIBC Private Wealth Group
Georgia
$1.04M +$20K +121 +2%
AIM
618
Alhambra Investment Management
Florida
$1.04M +$93.9K +568 +10%
JCM
619
Jacobi Capital Management
Pennsylvania
$1.03M -$6.12K -37 -0.6%
GA
620
GFS Advisors
Texas
$1.03M -$53.9K -326 -5%
AIA
621
Alera Investment Advisors
Illinois
$1.03M – – –
BCA
622
Bay Colony Advisors
Massachusetts
$1.03M -$41.2K -249 -4%
WFAG
623
Wescott Financial Advisory Group
Pennsylvania
$1.03M -$102K -616 -9%
SAG
624
SageView Advisory Group
California
$1.03M -$2.06M -12,467 -67%
Wellington Management Group
625
Wellington Management Group
Massachusetts
$1.02M – – –
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