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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 %
OFS
876
Oldfather Financial Services
Nebraska
$373K +$67.8K +410 +22%
GLA
877
Good Life Advisors
Pennsylvania
$372K +$68.3K +413 +22%
FCP
878
Fidelis Capital Partners
Florida
$369K +$369K +2,231 New
NP
879
NorthRock Partners
Minnesota
$369K +$992 +6 +0.3%
PI
880
PFG Investments
New York
$363K +$11.4K +69 +3%
TFM
881
TFC Financial Management
Massachusetts
$363K +$496 +3 +0.1%
IP
882
Intellectus Partners
California
$363K +$363K +2,192 New
LAM
883
Lakewood Asset Management
Illinois
$362K +$15.4K +93 +4%
SAM
884
SignalPoint Asset Management
Missouri
$361K -$1.82K -11 -0.5%
SHFP
885
Second Half Financial Partners
Florida
$361K +$361K +2,183 New
MCM
886
Morton Capital Management
California
$359K – – –
VCM
887
Virtue Capital Management
Tennessee
$358K -$1.09M -6,600 -75%
AWS
888
Aspen Wealth Strategies
Colorado
$358K -$24.8K -150 -6%
DSA
889
Droms Strauss Advisors
Missouri
$357K +$25.7K +156 +8%
DWMS
890
Dominguez Wealth Management Solutions
Virginia
$357K -$14.9K -90 -4%
VCP
891
Vista Capital Partners
Oregon
$355K +$66K +399 +23%
DWP
892
Destiny Wealth Partners
Florida
$354K – – –
PHS
893
Pekin Hardy Strauss
Illinois
$354K -$95.1K -575 -21%
PWW
894
Pettyjohn Wood & White
Virginia
$351K – – –
FF
895
Financial Futures
New Jersey
$347K -$14.7K -89 -4%
GWM
896
Grand Wealth Management
Michigan
$343K +$10.4K +63 +3%
RMA
897
Roffman Miller Associates
Pennsylvania
$341K -$122K -736 -26%
WFA
898
West Financial Advisors
Iowa
$340K -$2.65K -16 -0.8%
TIM
899
Total Investment Management
Arizona
$339K +$165 +1 +0%
PTC
900
Private Trust Company
Ohio
$338K +$7.61K +46 +2%
34 35
36
37 38