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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 %
Allspring Global Investments
701
Allspring Global Investments
North Carolina
$738K – – –
CWM
702
Collaborative Wealth Management
Florida
$737K -$204K -1,232 -22%
FOA
703
Five Oceans Advisors
California
$732K +$32.4K +196 +5%
CCM
704
Canal Capital Management
Virginia
$725K – – –
DI
705
Disciplined Investments
Oklahoma
$724K -$547K -3,307 -43%
AFG
706
Atomi Financial Group
New York
$724K +$71.5K +432 +11%
ACP
707
Aveo Capital Partners
Colorado
$724K +$134K +808 +23%
OHWA
708
Oak Hill Wealth Advisors
Virginia
$724K -$4.3K -26 -0.6%
HVP
709
Hudson Value Partners
Florida
$719K +$310K +1,879 +76%
HSA
710
HBK Sorce Advisory
Pennsylvania
$719K -$271K -1,636 -27%
WS
711
Wedbush Securities
California
$717K -$987K -5,971 -58%
AA
712
AlphaQ Advisors
Florida
$716K -$40.5K -245 -5%
IA
713
IFG Advisors
Missouri
$713K +$83.7K +506 +13%
ODIJL
714
One Day In July LLC
Vermont
$712K -$39.4K -238 -5%
BAMG
715
Brand Asset Management Group
Missouri
$708K -$46K -278 -6%
NRG
716
Nemes Rush Group
Michigan
$707K +$707K +4,277 New
ACM
717
Armbruster Capital Management
New York
$703K -$53.9K -326 -7%
DWA
718
Dougherty Wealth Advisers
Minnesota
$703K – – –
WIA
719
World Investment Advisors
California
$700K -$989K -5,980 -59%
MWM
720
Mission Wealth Management
California
$690K +$157K +951 +30%
TC
721
Trilogy Capital
California
$688K -$7.9K -46 -1%
SWM
722
Soundmark Wealth Management
Washington
$686K -$52.9K -320 -7%
TC
723
TAP Consulting
Missouri
$680K -$108K -652 -14%
MFA
724
McClarren Financial Advisors
Pennsylvania
$668K -$1.65K -10 -0.2%
RFC
725
Regions Financial Corp
Alabama
$666K +$8.93K +54 +1%
27 28
29
30 31