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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 %
NEPWA
1051
New England Private Wealth Advisors
Massachusetts
$206K +$206K +1,245 New
B
1052
BetterWealth
California
$206K +$206K +1,246 New
HCA
1053
Harbour Capital Advisors
Virginia
$206K -$12.5K -75 -6%
RCAG
1054
Rehmann Capital Advisory Group
Michigan
$205K -$9.26K -56 -4%
KFI
1055
Key Financial Inc
Pennsylvania
$205K – – –
VBWMG
1056
Von Berge Wealth Management Group
California
$203K +$203K +1,229 New
JAFL
1057
Jay A. Fishman Ltd
Michigan
$203K +$203K +1,225 New
ASI
1058
Advisory Services & Investments
Oregon
$202K +$202K +1,221 New
IFO
1059
Independent Family Office
New York
$201K +$201K +1,217 New
SDWMA
1060
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$201K +1,216 New
SEP
1061
Southland Equity Partners
Missouri
$201K +$201K +1,214 New
CWR
1062
Chico Wealth RIA
California
$200K +$200K +1,210 New
GWM
1063
Guardian Wealth Management
Illinois
$199K +$9.09K +55 +5%
Franklin Resources
1064
Franklin Resources
California
$195K +$3.14K +19 +2%
IF
1065
Integrity Financial
Wyoming
$183K +$12.6K +76 +7%
MJRIC
1066
Mogy Joel R Investment Counsel
California
$182K – – –
AIC
1067
Archer Investment Corporation
Indiana
$178K – – –
CIAS
1068
Capital Investment Advisory Services
North Carolina
$178K +$1.32K +8 +0.8%
NRC
1069
New Republic Capital
North Carolina
$176K – – –
JGIA
1070
Jackson Grant Investment Advisers
Connecticut
$174K +$993 +6 +0.6%
VF
1071
VitalStone Financial
Texas
$172K +$131K +824 +321%
SN
1072
Sittner & Nelson
Oregon
$170K – – –
BWM
1073
BerganKDV Wealth Management
Minnesota
$165K – – –
LCM
1074
Logan Capital Management
Pennsylvania
$163K – – –
BlackRock
1075
BlackRock
New York
$162K -$47.8K -289 -23%
41 42
43
44 45