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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 %
BFA
151
BBJS Financial Advisors
Washington
$11.6M -$49.5K -299 -0.4%
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$11.6M +$30.1K +182 +0.3%
AWA
153
Aaron Wealth Advisors
Illinois
$11.5M +$956K +5,779 +9%
SOWBOCOPL
154
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$11.4M +$331K +2,000 +3%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$11.4M +$941K +5,692 +9%
JIR
156
James Investment Research
Ohio
$11.4M -$602K -3,641 -5%
WBG
157
Wharton Business Group
Pennsylvania
$11.4M -$14.5M -87,403 -56%
AA
158
ALPS Advisors
Colorado
$11.1M +$71.1K +430 +0.6%
TYCC
159
Texas Yale Capital Corp
Florida
$11.1M -$636K -3,844 -5%
NHC
160
Nicholas Hoffman & Company
Georgia
$11.1M +$171K +1,035 +2%
FC
161
Family CFO
California
$11M +$181K +1,094 +2%
CWM
162
Capital Wealth Management
Rhode Island
$10.9M +$316K +1,913 +3%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$561K -3,392 -5%
KL
164
KWMG LLC
Kansas
$10.8M +$1.09M +6,602 +11%
CTWM
165
Cherry Tree Wealth Management
Minnesota
$10.8M +$10.8M +65,222 New
PPP
166
Private Portfolio Partners
New Jersey
$10.6M -$189K -1,140 -2%
V
167
Veritable
Delaware
$10.5M +$1.99M +12,020 +23%
JIC
168
Johnson Investment Counsel
Ohio
$10.5M -$97.9K -592 -0.9%
EDRIA
169
Edmonds Duncan Registered Investment Advisors
Kansas
$10.3M +$336K +2,031 +3%
PP
170
Prosperity Planning
Missouri
$10.2M +$794K +4,799 +8%
ONB
171
Old National Bancorp
Indiana
$10M +$734K +4,440 +8%
RFS
172
Retirement Financial Solutions
Tennessee
$9.99M +$1.58M +9,544 +19%
HCMT
173
Highland Capital Management (Tennessee)
Tennessee
$9.82M +$60K +363 +0.6%
CWM
174
Cornerstone Wealth Management
Missouri
$9.77M +$447K +2,705 +5%
MWA
175
Moser Wealth Advisors
Washington
$9.58M +$9.58M +57,900 New
5 6
7
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