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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.

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
1
Bishop & Co Investment Management
Pennsylvania
$123M
2
Betterment LLC
2
Betterment LLC
New York
$1.31B
3
PLFA
3
Pacific Life Fund Advisors
California
$39.4M
4
AF
4
Allworth Financial
California
$113M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$66.1M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$33.4M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$88.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
BTCPP
5
Border to Coast Pensions Partnership
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$31.8M 192,456 +12,368 +7%
APG
77
Abacus Planning Group
South Carolina
$31M 187,695 +10,626 +6%
MPM
78
MBB Public Markets
Illinois
$30.9M 187,014 +4,317 +2%
GFA
79
Gallagher Fiduciary Advisors
Illinois
$30.9M 186,823 +3,581 +2%
JFG
80
JMG Financial Group
Illinois
$29.7M 179,859 +36,708 +26%
2L
81
25 LLC
Missouri
$29.6M 173,992 +7,587 +5%
CAN
82
Cetera Advisor Networks
California
$28.9M 174,753 -943 -0.5%
US Bancorp
83
US Bancorp
Minnesota
$27.5M 166,240 -8,282 -5%
SFP
84
Shepherd Financial Partners
Massachusetts
$26.7M 161,345 +2,085 +1%
Prudential Financial
85
Prudential Financial
New Jersey
$26.1M 157,963 +3,809 +2%
TWM
86
Tradition Wealth Management
Minnesota
$26.1M 157,707 +9,225 +6%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$24.8M 149,748 -23,424 -14%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$24.2M 146,483 -125,012 -46%
CT
89
Coastline Trust
Rhode Island
$23.7M 143,402 +35,576 +33%
WA
90
Wealth Architects
California
$23.1M 139,861 -1,976 -1%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$23.1M 139,469 +5,399 +4%
AMG
92
Asset Management Group
Connecticut
$22.8M 137,567 +95 +0.1%
SWA
93
Strategies Wealth Advisors
Michigan
$22.5M 136,008 +7,234 +6%
AC
94
Apella Capital
Connecticut
$22.4M 135,316 +135,316 New
EWM
95
Empirical Wealth Management
Washington
$22.2M 134,469 -22,723 -14%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$22.2M 134,411 +581 +0.4%
MAM
97
Marotta Asset Management
Virginia
$22M 133,101 +133,101 New
BIA
98
BHK Investment Advisors
Alabama
$22M 132,945 -1,853 -1%
NQWM
99
Northwest Quadrant Wealth Management
Oregon
$20.7M 125,022 +2,533 +2%
NA
100
NewEdge Advisors
Louisiana
$20.5M 123,958 +13,264 +12%
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4
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