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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 %
FFM
201
Forum Financial Management
Illinois
$7.72M +$40.4K +244 +0.5%
BMM
202
Buffington Mohr McNeal
Idaho
$7.66M -$266K -1,607 -3%
FAAM
203
First Ascent Asset Management
Colorado
$7.63M +$1.37M +8,296 +22%
IFS
204
Ifrah Financial Services
Arkansas
$7.63M +$8.44K +51 +0.1%
ASN
205
Advisory Services Network
Georgia
$7.43M -$2.78M -16,780 -27%
GI
206
Glovista Investments
New Jersey
$7.36M +$7.36M +44,526 New
PA
207
Parallel Advisors
California
$7.3M -$325K -1,966 -4%
SFG
208
Sage Financial Group
Pennsylvania
$7.11M -$22.8K -138 -0.3%
CFO
209
Collective Family Office
Pennsylvania
$7.09M -$2.04M -12,346 -22%
HWM
210
HB Wealth Management
Georgia
$7.06M -$60.5K -366 -0.9%
E
211
ETFidea
New York
$7.05M -$93.1K -563 -1%
TC
212
Tacita Capital
Ontario, Canada
$7.05M +$130K +785 +2%
WWM
213
Windsor Wealth Management
Indiana
$7.02M -$482K -2,916 -6%
AM
214
AGF Management
Ontario, Canada
$6.92M -$275K -1,665 -4%
CM
215
Cornerstone Management
Georgia
$6.88M +$157K +952 +2%
WMWM
216
Whitaker-Myers Wealth Managers
Ohio
$6.84M +$963K +5,821 +16%
IHWM
217
Iron Horse Wealth Management
Iowa
$6.77M +$557K +3,368 +9%
PP
218
PrairieView Partners
Minnesota
$6.76M +$222K +1,342 +3%
I
219
INVST
Indiana
$6.65M +$84.5K +511 +1%
FCM
220
Firestone Capital Management
Florida
$6.62M +$59.6K +351 +0.9%
QC
221
Quent Capital
New York
$6.61M -$60.4K -365 -0.9%
OFP
222
OLIO Financial Planning
Virginia
$6.61M +$49.8K +301 +0.8%
FCM
223
Fortis Capital Management
Washington
$6.53M +$578K +3,494 +10%
EL
224
EWA LLC
Pennsylvania
$6.46M +$357K +2,160 +6%
FHA
225
First Horizon Advisors
Tennessee
$6.43M -$39.5K -239 -0.6%
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