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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 %
RFP
1251
Root Financial Partners
California
– -$297K -1,872 Closed
Principal Financial Group
1252
Principal Financial Group
Iowa
– -$290K -1,829 Closed
BZWA
1253
Blue Zone Wealth Advisors
California
– -$280K -1,764 Closed
HWAM
1254
Hennion & Walsh Asset Management
New Jersey
– -$279K -1,758 Closed
FA
1255
Fortis Advisors
Pennsylvania
– -$250K -1,576 Closed
ACM
1256
Advance Capital Management
Michigan
– -$245K -1,544 Closed
HF
1257
HRT Financial
New York
– -$237K -1,493 Closed
SAM
1258
Secure Asset Management
Michigan
– -$234K -1,474 Closed
FW
1259
FirstPurpose Wealth
Utah
– -$220K -1,383 Closed
SFMG
1260
Sage Financial Management Group
Virginia
– -$212K -1,334 Closed
FMWA
1261
Forvis Mazars Wealth Advisors
Missouri
– -$207K -1,304 Closed
NHT
1262
New Hampshire Trust
New Hampshire
– -$185K -1,166 Closed
MAWCM
1263
Mine & Arao Wealth Creation & Management
California
– -$51.8K -327 Closed
OCM
1264
Orion Capital Management
California
– -$44.1K -278 Closed
AWM
1265
Aberdeen Wealth Management
Illinois
– -$31.8K -200 Closed
BCM
1266
Bourgeon Capital Management
Connecticut
– -$30.6K -193 Closed
WWM
1267
Wolff Wiese Magana
California
– -$24.6K -155 Closed
Qube Research & Technologies (QRT)
1268
Qube Research & Technologies (QRT)
United Kingdom
– -$18.3K -115 Closed
FPFS
1269
First Personal Financial Services
North Carolina
– -$17.9K -113 Closed
WAM
1270
Worth Asset Management
Texas
– -$16.5K -104 Closed
CCP
1271
Carmel Capital Partners
California
– -$14.3K -90 Closed
MRC
1272
Millburn Ridgefield Corp
New York
– -$12.5K -79 Closed
MAWA
1273
Moss Adams Wealth Advisors
Washington
– -$11.4K -72 Closed
OIS
1274
Okabena Investment Services
Minnesota
– -$11.1K -70 Closed
LFA
1275
Legend Financial Advisors
Pennsylvania
– -$8.89K -56 Closed
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