VBR icon

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 %
GFPC
1151
Global Financial Private Client
Florida
$31.6K – – –
WT
1152
Washington Trust
Rhode Island
$31.4K – – –
BBPWM
1153
Blue Bell Private Wealth Management
Pennsylvania
$30.8K +$4.3K +26 +16%
GWSA
1154
Global Wealth Strategies & Associates
Colorado
$30.1K – – –
PIAS
1155
PCA Investment Advisory Services
Ohio
$29.1K +$29.1K +176 New
TWC
1156
TD Waterhouse Canada
Ontario, Canada
$28.3K +$3.22K +15 +13%
CAM
1157
Costello Asset Management
Pennsylvania
$27.5K +$166 +1 +0.6%
HDIM
1158
Hanson & Doremus Investment Management
Vermont
$27K -$25.4K -154 -48%
1832 Asset Management
1159
1832 Asset Management
Ontario, Canada
$26.1K – – –
NCM
1160
Northwest Capital Management
Oregon
$26.1K +$26.1K +158 New
HPC
1161
HM Payson & Co
Maine
$24.8K -$84.4K -510 -77%
MLA
1162
MB, Levis & Associates
Pennsylvania
$24.8K – – –
WB
1163
Webster Bank
Connecticut
$24.5K – – –
SS
1164
Sunbelt Securities
Texas
$24.5K +$2.15K +13 +10%
DAM
1165
Delta Asset Management
Tennessee
$23.7K – – –
CSC
1166
Caldwell Sutter Capital
California
$23.7K +$6.78K +41 +40%
TVWM
1167
Tower View Wealth Management
Wisconsin
$23K +$164 +1 +0.7%
MFA
1168
Morling Financial Advisors
California
$22.2K – – –
APC
1169
Aspire Private Capital
North Carolina
$21.5K – – –
NFSG
1170
Newbridge Financial Services Group
Florida
$20.7K +$20.7K +125 New
MAM
1171
Marquette Asset Management
Minnesota
$20.5K – – –
GWSG
1172
GPS Wealth Strategies Group
Colorado
$19.3K +$165 +1 +0.9%
LFA
1173
LGT Financial Advisors
Texas
$18.9K +$18.9K +114 New
SIS
1174
Sound Income Strategies
Florida
$17.5K +$17.5K +106 New
MG
1175
MilWealth Group
Wisconsin
$16.5K – – –
45 46
47
48 49