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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
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 Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Shakespeare Wealth Management
Wisconsin
$13.7M +$920K +5,563 +7%
EI
127
Ellevest Inc
New York
$13.7M +$572K +3,460 +4%
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$13.5M +$148K +897 +1%
AWAG
129
ARS Wealth Advisors Group
Florida
$13.5M -$352K -2,131 -3%
AWS
130
Atria Wealth Solutions
New York
$13.3M +$659K +3,982 +5%
ML
131
McAdam LLC
Pennsylvania
$13.2M +$2.18M +13,181 +20%
AA
132
Ancora Advisors
Ohio
$13.2M +$150K +906 +1%
FSWA
133
Financial Synergies Wealth Advisors
Texas
$13.1M -$6.36M -38,431 -33%
BWP
134
Baldwin Wealth Partners
Massachusetts
$13.1M -$392K -2,371 -3%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$13.1M -$3.52M -21,294 -21%
BC
136
Bartlett & Co
Ohio
$13M -$410K -2,476 -3%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$13M -$410K -2,476 -3%
TFP
138
TrueWealth Financial Partners
Washington
$12.7M +$226K +1,365 +2%
AAS
139
Avantax Advisory Services
Texas
$12.7M +$1.58M +9,524 +14%
NECFA
140
New England Capital Financial Advisors
Connecticut
$12.6M +$545K +3,293 +5%
PFM
141
Phillips Financial Management
Indiana
$12.6M +$795K +4,805 +7%
QIM
142
Quest Investment Management
Oregon
$12.3M – – –
OWA
143
Octavia Wealth Advisors
Ohio
$12.3M +$972K +5,878 +9%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$12.2M +$166K +1,003 +1%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$12.2M -$2.67M -16,120 -18%
FPIS
146
Financial Planning & Information Services
Wisconsin
$12.1M +$79.4K +480 +0.7%
BCM
147
Brookstone Capital Management
Illinois
$12M +$972K +5,911 +9%
PWM
148
Praetorian Wealth Management
California
$12M +$164K +991 +1%
KAS
149
Kestra Advisory Services
Texas
$11.8M -$978K -5,913 -8%
CA
150
Capital Advantage
California
$11.7M +$85.6K +515 +0.7%
4 5
6
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