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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 %
MIA
1026
Milestone Investment Advisors
Wisconsin
$223K – – –
WCAMG
1027
Woodard & Company Asset Management Group
North Carolina
$223K – – –
GWM
1028
Gray Wealth Management
Maine
$223K – – –
IAG
1029
Investment Advisory Group
Massachusetts
$222K -$11.9K -72 -5%
LWM
1030
LJI Wealth Management
Indiana
$221K +$1.49K +9 +0.7%
KWMG
1031
King Wealth Management Group
Florida
$220K -$9.27K -56 -4%
WP
1032
Westmount Partners
California
$218K +$496 +3 +0.2%
DWM
1033
Destination Wealth Management
California
$217K +$217K +1,312 New
SCM
1034
Shelton Capital Management
Colorado
$217K – – –
SCM
1035
Sebold Capital Management
Illinois
$216K – – –
LWP
1036
Lumature Wealth Partners
Georgia
$216K -$9.76K -59 -4%
WA
1037
Wealth Advisors
California
$215K – – –
SFC
1038
Strategic Financial Concepts
Texas
$214K -$39.9K -241 -16%
CPG
1039
Cornerstone Planning Group
New Jersey
$214K +$214K +1,292 New
CRC
1040
Curi RMB Capital
Illinois
$214K +$214K +1,291 New
FCH
1041
Freestone Capital Holdings
Washington
$213K -$992 -6 -0.5%
RPG
1042
Resource Planning Group
Georgia
$213K +$213K +1,289 New
RMDI
1043
R.M. Davis Inc
Maine
$213K -$2.15K -13 -1%
FLA
1044
Financial Life Advisors
Texas
$212K -$233K -1,410 -52%
WAG
1045
Winthrop Advisory Group
Massachusetts
$211K -$44.7K -270 -17%
SCA
1046
Sage Capital Advisors
South Dakota
$210K +$827 +5 +0.4%
RBC
1047
Romano Brothers & Co
Illinois
$209K – – –
LPAM
1048
Lodestar Private Asset Management
California
$208K +$208K +1,258 New
DCM
1049
Dimension Capital Management
Florida
$208K +$208K +1,258 New
FPCG
1050
Forum Private Client Group
Indiana
$208K +$208K +1,257 New
40 41
42
43 44