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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 %
AFO
951
Arrowroot Family Office
California
$295K -$10.4K -63 -3%
DWM
952
Defined Wealth Management
Oregon
$294K +$5.46K +33 +2%
KCM
953
Kanawha Capital Management
Virginia
$294K -$15.7K -95 -5%
BBA
954
BLB&B Advisors
Pennsylvania
$293K +$293K +1,769 New
PEA
955
Park Edge Advisors
Ohio
$292K +$165 +1 +0.1%
WFA
956
Wells Financial Advisors
Massachusetts
$292K – – –
RI
957
Ridgewood Investments
New Jersey
$291K +$73.3K +443 +34%
WCM
958
Weik Capital Management
Pennsylvania
$289K -$41.4K -250 -13%
B
959
Bridgeworth
Alabama
$288K – – –
CI
960
Ceera Investments
Texas
$287K – – –
IIC
961
Integrated Investment Consultants
Michigan
$286K – – –
TA
962
TFG Advisers
Michigan
$286K +$662 +4 +0.2%
CWP
963
Corepath Wealth Partners
Arizona
$286K +$27K +159 +10%
MPCL
964
My Personal CFO LLC
Washington
$283K +$662 +4 +0.2%
HIGP
965
Hill Investment Group Partners
Missouri
$283K -$41.5K -251 -13%
WJWM
966
Williams Jones Wealth Management
New York
$283K +$27.1K +164 +11%
GWANC
967
Guardian Wealth Advisors (North Carolina)
North Carolina
$282K +$101K +613 +56%
AAS
968
Annex Advisory Services
Wisconsin
$282K -$13.9K -84 -5%
HBW
969
Hazlett, Burt & Watson
West Virginia
$281K +$25.2K +152 +10%
BIA
970
Bell Investment Advisors
California
$280K +$5.46K +33 +2%
DCM
971
DGS Capital Management
New Jersey
$278K +$36.4K +220 +15%
TW
972
TrinityPoint Wealth
Connecticut
$278K +$3.8K +23 +1%
S
973
SignatureFD
Georgia
$278K +$19.4K +117 +7%
EWMCB
974
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$278K -$43.9K -265 -14%
SFPG
975
Stonebridge Financial Planning Group
Florida
$278K +$278K +1,680 New
37 38
39
40 41