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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 %
DADC
176
D.A. Davidson & Co
Montana
$9.44M -$120K -728 -1%
RZH
177
Relyea Zuckerberg Hanson
Connecticut
$9.41M +$697K +4,212 +8%
PPW
178
Presilium Private Wealth
Pennsylvania
$9.32M +$1.05M +6,358 +13%
FOFP
179
Fee-Only Financial Planning
South Carolina
$9.1M -$51.6K -312 -0.6%
WANY
180
Wealthspire Advisors (New York)
New York
$8.99M -$750K -4,532 -8%
DBT
181
Dubuque Bank & Trust
Iowa
$8.95M -$228K -1,377 -2%
AFS
182
Annapolis Financial Services
Maryland
$8.92M +$35.6K +215 +0.4%
WAM
183
Weinberger Asset Management
California
$8.78M +$144K +869 +2%
BFS
184
Bradley Foster & Sargent
Connecticut
$8.65M -$144K -871 -2%
CCA
185
Checchi Capital Advisers
California
$8.62M +$1.61M +9,726 +23%
AWM
186
Apollon Wealth Management
South Carolina
$8.62M +$4.73M +28,627 +122%
M&T Bank
187
M&T Bank
New York
$8.55M +$449K +2,712 +6%
BWFA
188
Baltimore-Washington Financial Advisors
Maryland
$8.47M -$422K -2,551 -5%
WIC
189
Whitegate Investment Counselors
New Hampshire
$8.34M -$320K -1,935 -4%
CAWM
190
Capital Advisors Wealth Management
Washington
$8.32M -$295K -1,781 -3%
CPA
191
Cardiff Park Advisors
California
$8.29M -$96.1K -581 -1%
LI
192
LMCG Investments
Massachusetts
$8.19M -$374K -2,261 -4%
ACS
193
Archford Capital Strategies
Illinois
$8.17M -$68.5K -397 -0.8%
SF
194
Safeguard Financial
Wisconsin
$8.16M +$1.76M +10,670 +28%
FAT
195
First American Trust
California
$8.05M +$423K +2,557 +6%
SPIA
196
Steward Partners Investment Advisory
New York
$8.02M -$2.91M -17,608 -27%
William Blair & Company
197
William Blair & Company
Illinois
$7.87M -$1.65M -9,956 -17%
BPA
198
Beacon Pointe Advisors
California
$7.82M -$3.91M -23,626 -33%
GFWA
199
Grey Fox Wealth Advisors
Delaware
$7.8M +$890K +5,382 +13%
AWE
200
Avidian Wealth Enterprises
Texas
$7.78M +$2.05M +12,383 +36%
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