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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.

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
1
Bishop & Co Investment Management
Pennsylvania
$123M
2
Betterment LLC
2
Betterment LLC
New York
$1.31B
3
PLFA
3
Pacific Life Fund Advisors
California
$39.4M
4
AF
4
Allworth Financial
California
$113M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$66.1M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$33.4M
2
Bank of America
2
Bank of America
North Carolina
$1.86B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$88.6M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$24.2M
5
BTCPP
5
Border to Coast Pensions Partnership
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$20.4M 123,478 -716 -0.6%
SC
102
Sepio Capital
Utah
$20.3M 122,482 +11,490 +10%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$19.4M 117,265 -2,074 -2%
BWM
104
Brickley Wealth Management
California
$19.4M 117,150 +34 +0%
Corient Private Wealth
105
Corient Private Wealth
Florida
$18.9M 114,123 -1,359 -1%
CCM
106
Carlson Capital Management
Minnesota
$18.8M 113,668 +19,420 +21%
JCM
107
Jacobsen Capital Management
Utah
$18.7M 113,314 +7,363 +7%
EC
108
Estate Counselors
Wisconsin
$18.6M 112,270 -2,970 -3%
SIA
109
Strategic Investment Advisors
Michigan
$18.5M 112,002 +57,955 +107%
SIM
110
Studio Investment Management
Illinois
$18.4M 111,158 +12,518 +13%
AWM
111
AE Wealth Management
Kansas
$18.3M 110,526 -21,154 -16%
PPW
112
Pasadena Private Wealth
California
$17.9M 108,485 +8,004 +8%
GT
113
Glenmede Trust
Pennsylvania
$17.8M 111,851 – –
PAG
114
Private Advisor Group
New Jersey
$17.5M 104,090 +4,678 +5%
RVPG
115
Relative Value Partners Group
$17.5M 105,900 +2,305 +2%
LWP
116
LMG Wealth Partners
Louisiana
$16.1M 97,561 +241 +0.2%
AWM
117
Avior Wealth Management
Nebraska
$15.7M 94,865 +114 +0.1%
TWP
118
Total Wealth Planning
Ohio
$15.5M 93,890 +4,488 +5%
AW
119
Avion Wealth
Texas
$15.5M 93,745 +7,901 +9%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$15.2M 91,732 +16,602 +22%
UOMF
121
University of Maryland Foundation
Maryland
$15.1M 91,176 – –
BCM
122
BlueCrest Capital Management
Jersey
$15M 90,983 +90,983 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$14.9M 90,335 -2,294 -2%
BF
124
Brooklyn FI
New York
$14.8M 89,556 +52,596 +142%
PIFP
125
Partners in Financial Planning
Virginia
$14.2M 86,102 -1,028 -1%
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5
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