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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 %
MPCG
1101
Matrix Private Capital Group
New York
$96.1K -$11.6K -70 -11%
FMTCOCP
1102
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K -$2.15K -13 -2%
SIC
1103
SJS Investment Consulting
Ohio
$91K -$8.93K -54 -9%
Barclays
1104
Barclays
United Kingdom
$90K -$437K -2,621 -83%
FFA
1105
Founders Financial Alliance
North Carolina
$88K – – –
IRC
1106
Investors Research Corp
Georgia
$85K – – –
BCPWM
1107
Bradley & Co Private Wealth Management
Florida
$83.7K – – –
BEI
1108
Benjamin Edwards Inc
Missouri
$81K +$494 +3 +0.6%
BL
1109
Balentine LLC
Georgia
$67.5K – – –
JFG
1110
JDM Financial Group
Texas
$67K – – –
TH
1111
TCTC Holdings
Texas
$65.2K – – –
AWM
1112
Abound Wealth Management
Tennessee
$63.9K -$165 -1 -0.3%
IGWM
1113
ICA Group Wealth Management
Colorado
$63.3K – – –
BCMLT
1114
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.2K +$41.5K +251 +201%
PWM
1115
Provident Wealth Management
Tennessee
$59K – – –
TCA
1116
Trifecta Capital Advisors
Illinois
$58.7K -$26.6K -161 -31%
RLIM
1117
Red Lighthouse Investment Management
New York
$55.2K +$55.2K +334 New
VNA
1118
Valley National Advisers
Pennsylvania
$53K – – –
PG
1119
Prostatis Group
Maryland
$51.3K +$51.3K +50,501 New
FCFS
1120
First Command Financial Services
Texas
$50.4K – – –
FCB
1121
First Command Bank
Texas
$50.4K – – –
OFG
1122
Oxford Financial Group
Indiana
$49.6K -$24.8K -150 -33%
WP
1123
WealthPLAN Partners
Nebraska
$48.3K – – –
TIM
1124
Thompson Investment Management
Wisconsin
$47.6K – – –
Deutsche Bank
1125
Deutsche Bank
Germany
$47.6K +$16.7K +101 +54%
43 44
45
46 47