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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 %
KHC
1226
Koesten Hirschmann & Crabtree
Kansas
$609 +$457 +3 +300%
ECM
1227
EMC Capital Management
Texas
$465 +$280 +1,567 +152%
RFA
1228
Register Financial Advisors
Georgia
$331 – – –
WWP
1229
WR Wealth Planners
Missouri
$165 +$165 +1 New
BTCPP
1230
Border to Coast Pensions Partnership
United Kingdom
– -$18.7M -117,482 Closed
RWA
1231
Redhawk Wealth Advisors
Minnesota
– -$7.95M -50,047 Closed
TRCT
1232
Tower Research Capital (TRC)
New York
– -$5.93M -37,332 Closed
SCI
1233
Stableford Capital II
Arizona
– -$4.89M -30,801 Closed
WFM
1234
Wolff Financial Management
Michigan
– -$3.31M -20,841 Closed
QAM
1235
Q3 Asset Management
Michigan
– -$2.59M -16,333 Closed
LWMNY
1236
Landmark Wealth Management (New York)
New York
– -$2.18M -13,749 Closed
OCM
1237
One Capital Management
California
– -$1.74M -10,958 Closed
HMS
1238
Hanseatic Management Services
New Mexico
– -$1.46M -9,210 Closed
CS
1239
Capital Square
Tennessee
– -$1.4M -9,040 Closed
QFA
1240
Quattro Financial Advisors
Texas
– -$1.35M -8,516 Closed
KF
1241
Krilogy Financial
Missouri
– -$1.22M -7,715 Closed
BWM
1242
BCS Wealth Management
Tennessee
– -$1.09M -6,838 Closed
GA
1243
Greenspring Advisors
Maryland
– -$971K -6,113 Closed
WEG
1244
World Equity Group
Illinois
– -$266K -5,418 Closed
FF
1245
Friedenthal Financial
New Jersey
– -$649K -4,085 Closed
BIP
1246
Brandes Investment Partners
California
– -$576K -3,629 Closed
TSS
1247
Two Sigma Securities
New York
– -$363K -2,286 Closed
CS
1248
Cannell & Spears
New York
– -$343K -2,158 Closed
PCH
1249
PGIM Custom Harvest
New Jersey
– -$325K -2,046 Closed
DI
1250
DAGCO Inc
Ohio
– -$297K -1,872 Closed
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50
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