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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
$123M
2
Betterment LLC
Betterment LLC
New York
$1.31B
3
PLFA
Pacific Life Fund Advisors
California
$39.4M
4
AF
Allworth Financial
California
$113M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$66.1M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$33.4M
2
Bank of America
Bank of America
North Carolina
$1.86B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$88.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1201
Systematic Financial Management
New Jersey
$6.72K -$24.5K -146 -78%
HWM
1202
HighMark Wealth Management
Minnesota
$6.39K -$20K -122 -76%
MA
1203
MCF Advisors
Kentucky
$5.96K -$6.12K -37 -51%
CWP
1204
Concord Wealth Partners
Virginia
$5.79K -$992 -6 -15%
IFAM
1205
Institutional & Family Asset Management
Colorado
$5.79K +$5.79K +35 New
RDFA
1206
Ritter Daniher Financial Advisory
Ohio
$5.79K +$5.79K +35 New
PPWM
1207
PFG Private Wealth Management
Florida
$5.62K – – –
RBC
1208
Roble Belko & Company
Pennsylvania
$5K +$5K +28 New
PWMG
1209
Prestige Wealth Management Group
New Jersey
$4.47K -$992 -6 -18%
MFC
1210
Morris Financial Concepts
South Carolina
$4.47K – – –
RPCA
1211
Running Point Capital Advisors
California
$3.64K – – –
JMF
1212
Johnson Midwest Financial
Iowa
$3.47K – – –
WOC
1213
West Oak Capital
California
$3.14K – – –
MCM
1214
McMillion Capital Management
North Carolina
$2.48K +$2.48K +15 New
GTAM
1215
Global Trust Asset Management
Florida
$2.14K – – –
CMP
1216
Coston McIsaac & Partners
Maine
$2K – – –
EWM
1217
EPG Wealth Management
Georgia
$1.99K -$11.9K -72 -86%
NIC
1218
Northwest Investment Counselors
Oregon
$1.65K +$1.65K +10 New
AC
1219
AlphaCore Capital
California
$1.65K +$1.65K +10 New
FP
1220
Financial Perspectives
Minnesota
$1.49K – – –
MIM
1221
Macroview Investment Management
Maryland
$1.49K – – –
IBOK
1222
Independence Bank of Kentucky
Kentucky
$1.49K – – –
GWMIA
1223
Global Wealth Management Investment Advisory
Florida
$1.16K +$1.16K +7 New
DJSG
1224
D.J. St. Germain
Massachusetts
$992 +$992 +6 New
LF
1225
Lee Financial
Texas
$662 +$662 +4 New
47 48
49
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