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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 %
API
751
Advisor Partners II
California
$606K +$257K +1,554 +74%
1IA
752
1834 Investment Advisors
Wisconsin
$606K +$8.6K +52 +1%
MAM
753
McLean Asset Management
Virginia
$606K +$2.15K +13 +0.4%
CHC
754
City Holding Co
West Virginia
$602K -$13.2K -80 -2%
BMCM
755
Bryn Mawr Capital Management
Pennsylvania
$593K +$593K +3,584 New
SWRP
756
Summit Wealth & Retirement Planning
California
$591K +$12.4K +75 +2%
GIA
757
Gladstone Institutional Advisory
Florida
$589K -$30.4K -184 -5%
CPP
758
Capasso Planning Partners
South Carolina
$587K +$23.5K +142 +4%
FNBSF
759
First National Bank Sioux Falls
South Dakota
$585K -$321K -1,938 -35%
SWA
760
Stratos Wealth Advisors
Ohio
$585K -$11.9K -72 -2%
AIA
761
Ally Invest Advisors
North Carolina
$584K +$173K +1,045 +42%
NFP
762
Narus Financial Partners
Utah
$583K -$114K -687 -16%
EA
763
Eudaimonia Advisors
Tennessee
$580K +$7.28K +44 +1%
WP
764
WMS Partners
Maryland
$578K +$25.1K +152 +5%
LWM
765
Lodestone Wealth Management
Washington
$577K -$173K -1,048 -23%
FFP
766
Forbes Financial Planning
Rhode Island
$576K +$496 +3 +0.1%
AA
767
Advisory Alpha
Michigan
$576K +$576K +3,480 New
HPM
768
Hoxton Planning & Management
West Virginia
$575K -$219K -1,326 -28%
KA
769
Kovack Advisors
Florida
$572K -$14.1K -85 -2%
GC
770
Grimes & Company
Massachusetts
$569K +$13.1K +79 +2%
BCM
771
Becker Capital Management
Oregon
$569K – – –
KDA
772
Kraft Davis & Associates
Missouri
$567K +$567K +3,328 New
LPT
773
Legacy Private Trust
Wisconsin
$561K -$467K -2,825 -45%
LW
774
Libra Wealth
California
$560K – – –
SPW
775
Sonoma Private Wealth
California
$558K -$144K -868 -20%
29 30
31
32 33