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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.86B 11,262,334 -184,902 -2%
Betterment LLC
2
Betterment LLC
New York
$1.31B 7,919,423 +254,146 +3%
Morgan Stanley
3
Morgan Stanley
New York
$694M 4,194,418 +148,613 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$549M 3,317,075 -26,137 -0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$519M 3,135,152 -64,893 -2%
AssetMark Inc
6
AssetMark Inc
California
$518M 3,130,882 +107,367 +4%
Wells Fargo
7
Wells Fargo
California
$285M 1,725,540 -94,870 -5%
UBS Group
8
UBS Group
Switzerland
$280M 1,692,943 -95,680 -5%
MG
9
Mather Group
Illinois
$243M 1,472,073 -7,620 -0.5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$214M 1,296,358 +23,578 +2%
HMH
11
Hackensack Meridian Health
New Jersey
$191M 1,152,604 +1,983 +0.2%
SEI Investments
12
SEI Investments
Pennsylvania
$183M 1,105,777 +71,486 +7%
LPL Financial
13
LPL Financial
California
$181M 1,092,457 +5,532 +0.5%
Goldman Sachs
14
Goldman Sachs
New York
$176M 1,062,194 -32,875 -3%
UCFA
15
United Capital Financial Advisors
Texas
$160M 966,072 +9,184 +1%
CL
16
Choreo LLC
Illinois
$154M 932,194 +24,489 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$137M 826,348 +2,565 +0.3%
BCIM
18
Bishop & Co Investment Management
Pennsylvania
$123M 20,349,339 +20,228,284 +16,710%
Ameriprise
19
Ameriprise
Minnesota
$121M 730,246 -49,375 -6%
AL
20
Aspiriant LLC
California
$120M 723,574 +14 +0%
AF
21
Allworth Financial
California
$113M 686,168 +207,857 +43%
EA
22
Efficient Advisors
Ohio
$107M 649,615 +58,993 +10%
TF
23
TIAA FSB
Florida
$103M 623,414 +8,230 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$98.6M 595,985 -4,183 -0.7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$93.9M 568,006 -26,047 -4%
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