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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 %
WGCA
976
Wolf Group Capital Advisors
Virginia
$277K – – –
GI
977
Gradient Investments
Minnesota
$276K +$48.5K +293 +21%
WF
978
WoodTrust Financial
Wisconsin
$275K +$26.8K +162 +11%
SIC
979
Sterling Investment Counsel
New York
$273K +$5.29K +32 +2%
RC
980
Rovin Capital
Arizona
$272K – – –
BTI
981
Blue Trust Inc
Georgia
$272K +$205K +1,289 +307%
SYBT
982
Stock Yards Bank & Trust
Kentucky
$271K +$992 +6 +0.4%
BF
983
Blankinship & Foster
California
$268K -$9.38M -56,683 -97%
BWM
984
Benchmark Wealth Management
Connecticut
$266K – – –
RBFC
985
Roman Butler Fullerton & Co
Missouri
$266K +$173 +1 +0.1%
MW
986
Marcum Wealth
Ohio
$266K +$28.8K +174 +12%
AWA
987
Amplius Wealth Advisors
Pennsylvania
$262K -$54.9K -332 -17%
1SB
988
1ST Source Bank
Indiana
$262K -$10.3K -62 -4%
MWM
989
Melfa Wealth Management
Massachusetts
$262K -$63.8K -386 -20%
HSBC Holdings
990
HSBC Holdings
United Kingdom
$262K – – –
RPWA
991
Regent Peak Wealth Advisors
Georgia
$261K -$19.5K -118 -7%
HAS
992
Holland Advisory Services
Florida
$259K -$45.3K -274 -15%
TSWM
993
Tyler-Stone Wealth Management
Ohio
$258K +$258K +1,563 New
LL
994
LPWM LLC
Minnesota
$257K -$71.4K -429 -22%
HIS
995
Horizon Investment Services
Indiana
$253K -$18.5K -112 -7%
AA
996
Argent Advisors
Louisiana
$252K +$252K +1,525 New
LB
997
Legacy Bridge
Iowa
$251K +$149K +900 +146%
EK
998
Evensky & Katz
Florida
$251K -$5.46K -33 -2%
WCWM
999
Willow Creek Wealth Management
California
$250K +$250K +1,513 New
TDC
1000
Thompson Davis & Co
Virginia
$250K +$3.31K +20 +1%
38 39
40
41 42