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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 %
Neuberger Berman Group
676
Neuberger Berman Group
New York
$814K +$11.9K +72 +1%
PWA
677
Physician Wealth Advisors
Utah
$814K +$2.66K +16 +0.3%
AWA
678
Arkadios Wealth Advisors
Georgia
$809K -$13.2K -80 -2%
JSL
679
JT Stratford LLC
Georgia
$805K +$114K +688 +16%
CFGSD
680
Compass Financial Group (South Dakota)
South Dakota
$804K +$7.44K +45 +0.9%
WP
681
WealthSource Partners
California
$802K -$22.8K -138 -3%
MF
682
Meridian Financial
Massachusetts
$801K -$4.14K -25 -0.5%
ST
683
Smithfield Trust
Pennsylvania
$801K -$20.2K -122 -2%
AMM
684
American Money Management
California
$800K +$2.48K +15 +0.3%
SCM
685
SOL Capital Management
Maryland
$797K +$53.8K +325 +7%
PP
686
Pegasus Partners
Wisconsin
$789K – – –
PAIM
687
Punch & Associates Investment Management
Minnesota
$786K -$163K -987 -17%
AWM
688
Atticus Wealth Management
Florida
$780K -$24.6K -149 -3%
AL
689
ACAS LLC
California
$770K +$94.4K +571 +14%
HWM
690
Hemington Wealth Management
Virginia
$768K – – –
BC
691
Bowman & Company
Wisconsin
$767K -$111K -669 -13%
EW
692
Evoke Wealth
California
$763K +$763K +4,616 New
FA
693
Financial Alternatives
California
$762K – – –
WKWM
694
Walter & Keenan Wealth Management
Indiana
$761K -$23.3K -141 -3%
SLT
695
St Louis Trust
Missouri
$759K – – –
TCA
696
Transcend Capital Advisors
New Jersey
$759K +$3.64K +22 +0.5%
GIM
697
Goelzer Investment Management
Indiana
$755K -$15.5K -94 -2%
FTUS
698
Flow Traders U.S.
New York
$755K +$755K +4,567 New
MOS
699
MGO One Seven
Ohio
$749K -$511K -3,091 -41%
WFPG
700
Waller Financial Planning Group
Ohio
$747K +$10.9K +66 +1%
26 27
28
29 30