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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.

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
1
Bishop & Co Investment Management
Pennsylvania
$123M
2
Betterment LLC
2
Betterment LLC
New York
$1.31B
3
PLFA
3
Pacific Life Fund Advisors
California
$39.4M
4
AF
4
Allworth Financial
California
$113M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$66.1M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$33.4M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$88.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
BTCPP
5
Border to Coast Pensions Partnership
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$44.2M 267,151 -24,048 -8%
Stifel Financial
52
Stifel Financial
Missouri
$43.8M 264,741 +515 +0.2%
ZF
53
Zhang Financial
Michigan
$43M 259,367 -6,352 -2%
LNC
54
Lincoln National Corp
Pennsylvania
$41.7M 252,291 +21,294 +9%
MAG
55
Mokosak Advisory Group
Iowa
$41.6M 251,706 +11,183 +5%
Creative Planning
56
Creative Planning
Kansas
$40.2M 243,251 -6,905 -3%
PLFA
57
Pacific Life Fund Advisors
California
$39.4M 238,231 +238,231 New
BFA
58
Bragg Financial Advisors
North Carolina
$39.3M 237,849 +22,494 +10%
CG
59
Colony Group
Massachusetts
$38.9M 235,041 -8,308 -3%
MML Investors Services
60
MML Investors Services
Massachusetts
$38.8M 234,481 +6,777 +3%
EH
61
Equitable Holdings
New York
$38.6M 233,491 +1,304 +0.6%
PAS
62
Park Avenue Securities
New York
$37.9M 228,947 +43,400 +23%
Truist Financial
63
Truist Financial
North Carolina
$37.1M 224,544 -9,655 -4%
Cerity Partners
64
Cerity Partners
New York
$37.1M 224,484 +111,562 +99%
TSW
65
Thompson Siegel & Walmsley
Virginia
$36.7M 221,706 +1,985 +0.9%
MWM
66
Merriman Wealth Management
Washington
$36.5M 220,756 -18,427 -8%
CFFP
67
Center for Financial Planning
Michigan
$35.2M 212,580 +1,955 +0.9%
B
68
Bailard
California
$34.7M 209,752 +8,256 +4%
CAM
69
Cresset Asset Management
Illinois
$34.5M 208,325 -34,769 -14%
BSW
70
Buckingham Strategic Wealth
Missouri
$33.9M 204,866 +6,702 +3%
SI
71
Stephens Inc
Arkansas
$33.4M 202,002 -5,289 -3%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$33.4M 201,951 -189,944 -48%
IWA
73
Inspirion Wealth Advisors
Illinois
$32.8M 198,056 +7,062 +4%
WPW
74
Waldron Private Wealth
Pennsylvania
$32.3M 195,341 -26,507 -12%
SF
75
Summit Financial
New Jersey
$32.2M 194,650 +327 +0.2%
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