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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 %
BAM
926
Belpointe Asset Management
Nevada
$313K -$304K -1,838 -49%
FCA
927
Fortis Capital Advisors
Kansas
$313K +$15.7K +95 +5%
NAS
928
Nicolet Advisory Services
Wisconsin
$312K -$68.2K -419 -18%
RWA
929
Rooted Wealth Advisors
Illinois
$312K +$12.3K +75 +4%
NLP
930
Next Level Private
New York
$310K +$310K +1,868 New
MMHP
931
Murphy Middleton Hinkle & Parker
Georgia
$309K – – –
MPM
932
Meritage Portfolio Management
Kansas
$308K -$38.9K -235 -11%
CAL
933
Capital Advisors Ltd
Ohio
$306K – – –
TFCP
934
Twin Focus Capital Partners
Massachusetts
$306K – – –
LA
935
Lifeworks Advisors
Michigan
$306K +$306K +1,849 New
FWM
936
Fairhaven Wealth Management
Illinois
$305K +$305K +1,847 New
SFS
937
Summit Financial Strategies
Ohio
$305K +$22.3K +135 +8%
SW
938
SteelPeak Wealth
California
$305K +$305K +1,844 New
KCFA
939
Key Client Fiduciary Advisors
New Jersey
$304K +$16.2K +98 +6%
AWS
940
AJ Wealth Strategies
New York
$304K +$165 +1 +0.1%
WCA
941
Westover Capital Advisors
Delaware
$303K -$64K -387 -17%
BPFA
942
Barnes Pettey Financial Advisors
Mississippi
$301K – – –
GHAM
943
Gilman Hill Asset Management
Connecticut
$301K – – –
WTC
944
WhitTier Trust Company
Nevada
$300K – – –
SWA
945
Sightline Wealth Advisors
Connecticut
$299K – – –
C1AG
946
Client 1st Advisory Group
Florida
$299K -$8.44K -51 -3%
OA
947
Operose Advisors
Wisconsin
$298K +$1.49K +9 +0.5%
NL
948
NVWM LLC
Pennsylvania
$298K -$2.36M -14,273 -89%
DE
949
Day & Ennis
Georgia
$297K +$1.16K +7 +0.4%
CWA
950
CM Wealth Advisors
Ohio
$297K +$297K +1,711 New
36 37
38
39 40