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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 %
WJA
1001
Willis Johnson & Associates
Texas
$249K -$38.9K -235 -14%
SPWM
1002
Schrum Private Wealth Management
Florida
$249K – – –
WPA
1003
West Paces Advisors
Georgia
$249K +$213K +1,286 +593%
CT
1004
Colonial Trust
South Carolina
$249K -$662 -4 -0.3%
CAS
1005
Coppell Advisory Solutions
Texas
$248K -$26.2K -159 -10%
SAM
1006
Summit Asset Management
Tennessee
$248K – – –
PG
1007
Proffitt & Goodson
Tennessee
$245K – – –
PIA
1008
Pinion Investment Advisors
Kansas
$244K +$244K +1,476 New
WI
1009
Wintrust Investments
Illinois
$244K -$757K -4,583 -76%
RWA
1010
Ropes Wealth Advisors
Massachusetts
$242K +$242K +1,461 New
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$241K -$20.7K -125 -8%
WIM
1012
Warwick Investment Management
Texas
$239K – – –
AWM
1013
Accel Wealth Management
Iowa
$235K +$216K +1,303 +1,086%
GW
1014
GW & Wade
Massachusetts
$235K – – –
CAM
1015
Columbia Asset Management
Michigan
$233K -$2.48K -15 -1%
AA
1016
Addison Advisors
Vermont
$232K -$266K -1,610 -53%
CB
1017
Community Bank
New York
$232K – – –
FCBT
1018
First Citizens Bank & Trust
North Carolina
$231K +$231K +1,398 New
WHCI
1019
W.H. Cornerstone Investments
Massachusetts
$231K +$1.16K +7 +0.5%
SFG
1020
StrategIQ Financial Group
Indiana
$230K – – –
PWP
1021
Perfromance Wealth Partners
Illinois
$230K +$230K +1,399 New
CA
1022
Claro Advisors
Massachusetts
$230K -$4.47K -27 -2%
SAM
1023
Smithbridge Asset Management
Pennsylvania
$229K – – –
KWS
1024
Keystone Wealth Services
California
$227K – – –
FHC
1025
First Heartland Consultants
Missouri
$226K +$3.97K +24 +2%
39 40
41
42 43