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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 %
ACA
626
Aptus Capital Advisors
Alabama
$1.02M +$14.2K +86 +1%
CFB
627
Cullen/Frost Bankers
Texas
$1.02M +$146K +884 +17%
ATWA
628
Arbor Trust Wealth Advisors
Michigan
$1.02M +$78.6K +475 +8%
AWA
629
Arete Wealth Advisors
Illinois
$1.01M +$161K +975 +19%
SFA
630
Sequoia Financial Advisors
Ohio
$1M +$19.4K +117 +2%
JWM
631
Janiczek Wealth Management
Colorado
$1M – – –
CPRC
632
Consolidated Portfolio Review Corp
New York
$993K +$4.96K +30 +0.5%
Financial Engines Advisors
633
Financial Engines Advisors
California
$989K +$165 +1 +0%
IA
634
Insight Advisors
Pennsylvania
$989K -$19.4K -117 -2%
TFS
635
Thoroughbred Financial Services
Tennessee
$984K +$30.6K +185 +3%
CCB
636
Country Club Bank
Missouri
$979K – – –
AF
637
Affiance Financial
Minnesota
$973K -$99.2K -600 -9%
IWA
638
Intercontinental Wealth Advisors
Texas
$970K -$4.8K -29 -0.5%
BP
639
Ballentine Partners
Massachusetts
$968K – – –
KA
640
Klingman & Associates
New York
$967K -$8.11K -49 -0.8%
PIA
641
Perennial Investment Advisors
California
$960K -$24.1K -146 -2%
OWM
642
Opes Wealth Management
California
$950K +$950K +5,743 New
BIA
643
Barry Investment Advisors
Massachusetts
$947K +$947K +5,727 New
HCM
644
Hall Capital Management
Rhode Island
$947K +$1.99K +12 +0.2%
CCG
645
Chatham Capital Group
Georgia
$945K – – –
IGGA
646
Iron Gate Global Advisors
Utah
$936K – – –
SIA
647
Schechter Investment Advisors
Michigan
$926K -$26K -157 -3%
MWM
648
Meritas Wealth Management
California
$925K – – –
IC
649
IEQ Capital
California
$923K +$83.4K +504 +10%
MFT
650
Moisand Fitzgerald Tamayo
Florida
$922K -$92.6K -560 -9%
24 25
26
27 28