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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 %
TMWM
776
Taylor & Morgan Wealth Management
Michigan
$556K -$204K -1,232 -27%
ECG
777
EPIQ Capital Group
California
$550K +$2.98K +18 +0.5%
BWA
778
BDO Wealth Advisors
Florida
$545K – – –
ECM
779
Evergreen Capital Management
Washington
$545K +$182K +1,099 +50%
BWP
780
BSW Wealth Partners
Colorado
$545K +$70K +423 +15%
EWM
781
Evermay Wealth Management
Virginia
$543K -$2.15K -13 -0.4%
TWA
782
TCI Wealth Advisors
Arizona
$543K +$34.2K +207 +7%
TWP
783
TFO Wealth Partners
Ohio
$542K +$165 +1 +0%
VA
784
Valmark Advisers
Ohio
$539K -$1.04M -6,282 -66%
AWM
785
Axxcess Wealth Management
California
$538K -$192K -1,158 -26%
GT
786
Glenview Trust
Kentucky
$538K +$21.3K +129 +4%
WTA
787
Washington Trust Advisors
Massachusetts
$536K – – –
RWM
788
Rockwood Wealth Management
Pennsylvania
$531K +$1.65K +10 +0.3%
PFG
789
PAX Financial Group
Texas
$528K +$27.8K +168 +6%
BB
790
Busey Bank
Illinois
$528K – – –
CB
791
Centennial Bank
Arkansas
$528K – – –
RA
792
Rise Advisors
New York
$527K -$3.47K -21 -0.7%
CP
793
Camelot Portfolios
Ohio
$523K -$16K -97 -3%
CIBC World Market
794
CIBC World Market
Ontario, Canada
$520K +$19K +115 +4%
BWM
795
BigSur Wealth Management
Florida
$519K -$684K -4,137 -57%
OWA
796
Opal Wealth Advisors
New York
$517K -$52.9K -320 -9%
JCM
797
Jag Capital Management
Missouri
$516K – – –
WA
798
Wealthstream Advisors
New York
$515K +$1.16K +7 +0.2%
BFC
799
Bedel Financial Consulting
Indiana
$508K +$4.8K +29 +1%
PPW
800
Parcion Private Wealth
Washington
$502K +$2.98K +18 +0.6%
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32
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