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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 %
BIM
826
Baldwin Investment Management
Pennsylvania
$449K +$1.65K +10 +0.4%
WWM
827
Western Wealth Management
Colorado
$449K -$22.7K -137 -5%
PCA
828
Prosperity Capital Advisors
Ohio
$446K -$3.71M -22,401 -89%
EWP
829
Elevation Wealth Partners
California
$445K -$74.3K -439 -14%
VCM
830
Vivaldi Capital Management
Illinois
$444K – – –
QHA
831
Quarry Hill Advisors
Minnesota
$444K +$165 +1 +0%
GWS
832
Glassman Wealth Services
Virginia
$442K – – –
RWI
833
Red Wave Investments
Pennsylvania
$441K +$1.65K +10 +0.4%
SWM
834
Selective Wealth Management
Virginia
$440K +$440K +2,648 New
GP
835
Greenline Partners
New York
$440K – – –
MCA
836
Magnolia Capital Advisors
Mississippi
$435K – – –
EFL
837
ERn Financial LLC
Wisconsin
$433K +$26.1K +158 +6%
TAM
838
Townsend Asset Management
North Carolina
$433K +$14.2K +86 +3%
GIA
839
GHP Investment Advisors
Colorado
$432K +$101K +592 +31%
CAG
840
Crestwood Advisors Group
Massachusetts
$429K -$44K -266 -9%
GL
841
Graypoint LLC
New York
$426K +$496 +3 +0.1%
CW
842
Channel Wealth
California
$417K -$133K -806 -24%
ERIC
843
Eagle Rock Investment Company
Georgia
$417K -$5.6K -33 -1%
PCM
844
Pointe Capital Management
Michigan
$416K -$127K -770 -23%
SBIA
845
Sheaff Brock Investment Advisors
Indiana
$415K +$165 +1 +0%
TA
846
Trellis Advisors
Washington
$413K +$496 +3 +0.1%
DAM
847
Derbend Asset Management
Georgia
$412K +$37.9K +229 +10%
LFAS
848
Level Four Advisory Services
Texas
$412K +$412K +2,490 New
GC
849
Guidance Capital
Kentucky
$412K +$412K +2,412 New
NCM
850
Novare Capital Management
North Carolina
$411K – – –
32 33
34
35 36