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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 %
IWP
1126
IAG Wealth Partners
Wisconsin
$47.1K +$19.4K +117 +70%
PCFFS
1127
Pacific Center for Financial Services
California
$45.8K – – –
LWCFA
1128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.5K +$45.5K +275 New
HCM
1129
Horrell Capital Management
Arkansas
$44K -$3.28K -20 -7%
PLU
1130
Performa Ltd (US)
South Carolina
$43.5K +$43.5K +263 New
AAG
1131
Armstrong Advisory Group
Massachusetts
$43.3K – – –
JWA
1132
JFS Wealth Advisors
Pennsylvania
$43.2K – – –
MFG
1133
Mendota Financial Group
Wisconsin
$42.5K – – –
GCM
1134
Garland Capital Management
Washington
$41.5K +$165 +1 +0.4%
RWM
1135
Ruedi Wealth Management
Illinois
$41.4K -$1.16K -7 -3%
EBA
1136
Eagle Bay Advisors
New York
$40.2K -$241K -1,455 -86%
GEA
1137
Glen Eagle Advisors
New Jersey
$39.6K +$165 +1 +0.4%
TF
1138
Tompkins Financial
New York
$39.4K -$4.96K -30 -11%
PCM
1139
Perritt Capital Management
Illinois
$38.2K – – –
JFA
1140
JNBA Financial Advisors
Minnesota
$37.5K -$8.27K -50 -18%
HFS
1141
Hantz Financial Services
Michigan
$37K -$1.33K -8 -3%
CA
1142
Crewe Advisors
Utah
$36.7K – – –
JHCP
1143
Jackson Hole Capital Partners
Oklahoma
$35.6K – – –
EW
1144
Element Wealth
Mississippi
$34.8K +$166 +1 +0.5%
CSWG
1145
Cardinal Strategic Wealth Guidance
Kentucky
$34.7K – – –
PPC
1146
Park Place Capital
Alabama
$33.4K +$165 +1 +0.5%
VWM
1147
Venturi Wealth Management
Texas
$32.6K – – –
BAAM
1148
Baker Avenue Asset Management
California
$32.4K – – –
JFGIW
1149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.9K – – –
KM
1150
Kalos Management
Georgia
$31.8K – – –
44 45
46
47 48