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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 %
PB
901
Pinnacle Bancorp
Nebraska
$338K +$36.9K +223 +12%
QCG
902
Quadrant Capital Group
Ohio
$337K -$37.2K -225 -10%
FT
903
Fiduciary Trust
Massachusetts
$335K – – –
HIP
904
HUB Investment Partners
Texas
$332K -$1.49K -9 -0.4%
RG
905
Rathbones Group
United Kingdom
$331K – – –
EG
906
Ellerson Group
Maryland
$331K – – –
BAM
907
Bosun Asset Management
Illinois
$331K – – –
CWA
908
Consilium Wealth Advisory
Texas
$331K – – –
CHA
909
Carmichael Hill & Associates
Maryland
$331K – – –
AIM
910
Athena Investment Management
California
$331K – – –
VFA
911
Voya Financial Advisors
Connecticut
$330K +$1.15K +7 +0.4%
AWM
912
Angeles Wealth Management
California
$327K – – –
BC
913
Burney Company
Virginia
$327K -$109K -660 -25%
TWM
914
Thrive Wealth Management
Pennsylvania
$327K +$3.97K +24 +1%
FWA
915
FSM Wealth Advisors
Ohio
$324K -$8.07K -48 -2%
EWM
916
Evercore Wealth Management
New York
$322K – – –
AI
917
Accredited Investors
Minnesota
$321K – – –
AWC
918
Adamsbrown Wealth Consultants
Kansas
$320K -$662 -4 -0.2%
Wealth Enhancement Advisory Services
919
Wealth Enhancement Advisory Services
Minnesota
$317K -$79.6K -481 -20%
FFA
920
First Foundation Advisors
California
$317K +$81.2K +491 +35%
HWA
921
HHM Wealth Advisors
Tennessee
$316K – – –
MA
922
Mezzasalma Advisors
New Jersey
$316K -$8.27K -50 -3%
HB
923
Horizon Bancorp
Indiana
$315K +$315K +1,905 New
CFS
924
CGC Financial Services
Oregon
$314K +$314K +1,901 New
AP
925
Appleton Partners
Massachusetts
$314K – – –
35 36
37
38 39