VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,227 hedge funds and large institutions have $14B invested in Vanguard Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 503 increasing their positions, 433 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.57%
Holding in Top 10
104
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.95%
% of All Funds
1.66%
New
71
Increased
503
Reduced
433
Closed
57
Calls
$10M
Puts
$3.43M
Net Calls
+$6.6M
Net Calls Change
+$4.89M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$212M
2
Charles Schwab
2
Charles Schwab
California
$58.3M
3
Bank of America
3
Bank of America
North Carolina
$1.85B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$51M
5
CAN
5
Cetera Advisor Networks
California
$68.2M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$123K
2
EWA
2
EP Wealth Advisors
California
$4.53M
3
HMH
3
Hackensack Meridian Health
New Jersey
$124M
4
Morgan Stanley
4
Morgan Stanley
New York
$619M
5
UCFA
5
United Capital Financial Advisors
Texas
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Swan Capital
Florida
$6.44M +$6.44M +40,396 New
CM
227
Cornerstone Management
Georgia
$6.4M -$229K -1,437 -3%
OFP
228
OLIO Financial Planning
Virginia
$6.39M +$21.1K +132 +0.3%
BRWA
229
B. Riley Wealth Advisors
Florida
$6.37M +$766K +4,803 +14%
FCM
230
Firestone Capital Management
Florida
$6.36M +$142K +893 +2%
FHA
231
First Horizon Advisors
Tennessee
$6.34M +$142K +891 +2%
FCM
232
Fortis Capital Management
Washington
$6.31M +$15.8K +99 +0.3%
GIA
233
Goodwin Investment Advisory
Georgia
$6.3M +$121K +756 +2%
QC
234
Quent Capital
New York
$6.29M -$88.2K -553 -1%
WWM
235
Windsor Wealth Management
Indiana
$6.24M -$535K -3,356 -8%
PWM
236
Perigon Wealth Management
California
$6.16M -$14.4K -90 -0.2%
H
237
HoyleCohen
California
$6.14M +$286K +1,795 +5%
BI
238
Berkeley Inc
Idaho
$6.13M +$508K +3,183 +9%
PCMC
239
Paragon Capital Management (Colorado)
Colorado
$6.11M -$78.8K -494 -1%
SMWM
240
Silvia McColl Wealth Management
California
$6.04M +$49.6K +311 +0.8%
WQ
241
Wealth Quarterback
New Jersey
$6.01M +$508K +3,183 +9%
MWM
242
Meridian Wealth Management
Kentucky
$5.98M +$571K +3,582 +11%
AIS
243
American Investment Services
Massachusetts
$5.95M +$14.2K +89 +0.2%
CC
244
Courier Capital
New York
$5.94M +$25K +157 +0.4%
MFG
245
Merit Financial Group
Georgia
$5.93M +$707K +4,433 +14%
JE
246
JMAC Enterprises
Pennsylvania
$5.91M +$341K +2,139 +6%
ST
247
Spinnaker Trust
Maine
$5.89M -$247K -1,546 -4%
RFA
248
RTD Financial Advisors
Pennsylvania
$5.85M -$18.7K -117 -0.3%
GC
249
Garde Capital
Washington
$5.79M -$101K -636 -2%
AllianceBernstein
250
AllianceBernstein
Tennessee
$5.68M -$26.2K -164 -0.5%
8 9
10
11 12