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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 %
APIM
726
Agate Pass Investment Management
Washington
$662K -$2.81K -17 -0.4%
CAM
727
Cozad Asset Management
Illinois
$662K – – –
AIM
728
AMI Investment Management
Indiana
$662K – – –
MP
729
McDonald Partners
Ohio
$660K -$8.27K -50 -1%
FFA
730
Fortune Financial Advisors
Kansas
$659K +$659K +3,984 New
BOH
731
Bank of Hawaii
Hawaii
$655K +$92.6K +560 +16%
DBRC
732
D.B. Root & Company
Pennsylvania
$652K -$6.45K -39 -1%
AIM
733
Anchor Investment Management
South Carolina
$651K -$29.4K -178 -4%
AWP
734
Accretive Wealth Partners
New Jersey
$650K +$3.64K +22 +0.6%
CB
735
Cadence Bank
Mississippi
$650K -$228K -1,380 -26%
DWT
736
Dorsey & Whitney Trust
South Dakota
$648K -$9.43K -57 -1%
AIA
737
Arbor Investment Advisors
North Carolina
$647K +$289K +1,748 +81%
WA
738
Wealth Alliance
New York
$646K +$52.9K +320 +9%
SCA
739
Snowden Capital Advisors
New York
$643K -$34.1K -206 -5%
VCM
740
Versant Capital Management
Arizona
$639K +$111K +672 +21%
CGL
741
Clarius Group LLC
Washington
$635K – – –
BFG
742
Bleakley Financial Group
New Jersey
$631K +$10.1K +61 +2%
JCIA
743
Jackson Creek Investment Advisors
Colorado
$625K +$9.09K +55 +1%
LA
744
Lane & Associates
New Jersey
$624K -$37.9K -229 -6%
LSPW
745
Lake Street Private Wealth
Illinois
$621K +$1.32K +8 +0.2%
GFL
746
Granite FO LLC
New Hampshire
$614K – – –
CWC
747
Carolinas Wealth Consulting
North Carolina
$614K +$2.65K +16 +0.4%
LFA
748
Landmark Financial Advisors
Kentucky
$613K -$9.92K -60 -2%
GLLW
749
Graves Light Lenhart Wealth
Virginia
$609K – – –
QFA
750
Quantum Financial Advisors
California
$608K -$186K -1,123 -23%
28 29
30
31 32