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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 %
FHA
801
Flagship Harbor Advisors
Massachusetts
$500K +$38.5K +233 +8%
EPWM
802
Essex Private Wealth Management
Massachusetts
$500K – – –
UI
803
Unconventional Investor
New Hampshire
$500K – – –
FA
804
Flagstar Advisors
New York
$500K -$1.49K -9 -0.3%
PA
805
Procyon Advisors
Connecticut
$498K -$21.5K -130 -4%
LHEI
806
Leo H. Evart Inc
California
$495K -$1.65K -10 -0.3%
SOAG
807
Silver Oak Advisory Group
Oregon
$493K -$10.3K -62 -2%
RA
808
Resolute Advisors
California
$490K +$2.65K +16 +0.5%
CAM
809
Clark Asset Management
New Hampshire
$479K +$1.32K +8 +0.3%
AHC
810
Anderson Hoagland & Co
Missouri
$477K – – –
SB
811
Strategic Blueprint
Georgia
$474K +$2.48K +15 +0.5%
GC
812
Gibson Capital
Pennsylvania
$472K – – –
OPPS
813
Obsidian Personal Planning Solutions
Maryland
$470K +$126K +761 +37%
SC
814
Stephens Consulting
Michigan
$464K +$243K +1,468 +110%
DWM
815
Dopkins Wealth Management
New York
$462K -$47.1K -285 -9%
CAC
816
Certified Advisory Corp
Florida
$460K -$41.2K -249 -8%
PK
817
Pflug Koory
Nebraska
$460K – – –
D
818
Diversified
Delaware
$459K -$29.8K -180 -6%
RWM
819
Revisor Wealth Management
Ohio
$455K -$34.1K -206 -7%
RFG
820
RFP Financial Group
Georgia
$454K +$454K +2,742 New
FIC
821
Family Investment Center
Missouri
$453K +$26K +157 +6%
CF
822
Centaurus Financial
California
$452K -$127K -770 -22%
CFG
823
Citizens Financial Group
Rhode Island
$450K -$61K -369 -12%
WAG
824
Windsor Advisory Group
Ohio
$450K – – –
Kovitz Investment Group Partners
825
Kovitz Investment Group Partners
Illinois
$450K -$17.9K -108 -4%
31 32
33
34 35