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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 %
BBHC
1076
Brown Brothers Harriman & Co
New York
$159K +$26.1K +158 +20%
HIA
1077
Harbor Investment Advisory
Maryland
$155K +$11.6K +70 +8%
FPB
1078
First PREMIER Bank
South Dakota
$151K – – –
CIA
1079
Cape Investment Advisory
Georgia
$147K -$165 -1 -0.1%
KTC
1080
Kistler-Tiffany Companies
Pennsylvania
$146K +$15.7K +95 +12%
TCM
1081
TD Capital Management
Tennessee
$146K – – –
PO
1082
Private Ocean
California
$144K +$11.4K +69 +9%
HS
1083
Horan Securities
United States
$143K +$165 +1 +0.1%
SSB
1084
Sandy Spring Bank
Maryland
$143K +$41.9K +253 +41%
Kayne Anderson Rudnick Investment Management
1085
Kayne Anderson Rudnick Investment Management
California
$140K -$166K -1,005 -54%
IIL
1086
Insight Inv LLC
California
$135K -$3.31K -20 -2%
BWL
1087
Bogart Wealth LLC
Virginia
$129K +$53.7K +325 +71%
ME
1088
McIlrath & Eck
Washington
$121K +$3.31K +20 +3%
FMB
1089
Field & Main Bank
Kentucky
$116K – – –
DWMG
1090
DB Wealth Management Group
California
$115K – – –
AWA
1091
Alaska Wealth Advisors
Alaska
$112K -$165 -1 -0.1%
APW
1092
Atlantic Private Wealth
North Carolina
$111K -$57.1K -345 -34%
BFPW
1093
BOK Financial Private Wealth
Colorado
$109K -$15.4K -93 -12%
RG
1094
Retirement Group
California
$108K – – –
PA
1095
PSI Advisors
Florida
$108K – – –
National Bank of Canada
1096
National Bank of Canada
Quebec, Canada
$101K +$3.14K +19 +3%
Lazard Asset Management
1097
Lazard Asset Management
New York
$100K – – –
VDBMI
1098
Van Den Berg Management I
Texas
$99.9K – – –
FA
1099
Fiduciary Alliance
South Carolina
$98.2K +$98.2K +594 New
CCP
1100
Clarkston Capital Partners
Michigan
$97K -$1.32K -8 -1%
42 43
44
45 46