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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 %
AFG
851
Altiora Financial Group
Ohio
$410K +$6.62K +40 +2%
VCA
852
Verdence Capital Advisors
Maryland
$408K -$327K -1,976 -44%
KFGK
853
Keystone Financial Group (Kentucky)
Kentucky
$407K +$407K +2,459 New
FFS
854
Founders Financial Securities
Maryland
$407K +$4.63K +28 +1%
SWM
855
Seed Wealth Management
Illinois
$404K – – –
KP
856
Keel Point
Alabama
$404K +$90.5K +547 +29%
CWM
857
Connecticut Wealth Management
Connecticut
$401K -$227K -1,372 -36%
SAM
858
Silvercrest Asset Management
New York
$401K +$401K +2,422 New
SIC
859
Salem Investment Counselors
North Carolina
$394K -$165 -1 -0%
AR
860
Apeiron RIA
Texas
$393K -$34.2K -207 -8%
MIM
861
Marco Investment Management
Georgia
$392K +$81.5K +493 +26%
RIA
862
Realta Investment Advisors
Delaware
$391K -$496 -3 -0.1%
SL
863
Salomon & Ludwin
Virginia
$389K -$1.32K -8 -0.3%
GGI
864
Godsey & Gibb Inc
Virginia
$388K -$15.7K -95 -4%
CWM
865
Cahill Wealth Management
Michigan
$385K +$165 +1 +0%
CAM
866
Crestone Asset Management
Colorado
$384K +$120K +724 +45%
CAM
867
Cidel Asset Management
Ontario, Canada
$380K -$18.2K -110 -5%
AGC
868
Aspen Grove Capital
Colorado
$380K +$380K +2,300 New
MFG
869
Midwest Financial Group
Kansas
$377K +$165 +1 +0%
TFA
870
Triad Financial Advisors
North Carolina
$377K -$6.45K -39 -2%
AWM
871
Accurate Wealth Management
Florida
$376K +$12.3K +73 +3%
TH
872
Team Hewins
California
$376K – – –
PA
873
Pinnacle Associates
New York
$375K +$25.5K +154 +7%
IAS
874
Insigneo Advisory Services
Florida
$374K -$76.4K -462 -17%
TCWM
875
Total Clarity Wealth Management
Illinois
$373K -$77.1K -466 -17%
33 34
35
36 37