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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
19.56%
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 %
Brown Advisory
251
Brown Advisory
Maryland
$5.68M +$4.63K +29 +0.1%
NFW
252
Noble Family Wealth
Florida
$5.64M -$7.5K -47 -0.1%
MWM
253
MorganRosel Wealth Management
Colorado
$5.61M +$284K +1,782 +5%
GCM
254
Granby Capital Management
Florida
$5.58M – – –
First Manhattan
255
First Manhattan
New York
$5.54M +$77.4K +485 +1%
PLU
256
Performa Ltd (US)
South Carolina
$5.54M +$5.49M +34,444 +13,097%
CA
257
CGN Advisors
Kansas
$5.52M +$883K +5,538 +19%
VCAM
258
Van Cleef Asset Management
Ohio
$5.41M -$162K -1,015 -3%
CFO
259
CVA Family Office
Colorado
$5.37M -$276K -1,730 -5%
SRC
260
Shufro Rose & Co
New York
$5.36M +$439K +2,754 +9%
CA
261
Cetera Advisors
Colorado
$5.3M -$129K -807 -2%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$5.25M +$63.3K +397 +1%
OCFG
263
O'Connor Financial Group
Illinois
$5.24M -$43.5K -273 -0.8%
JIR
264
James Investment Research
Ohio
$5.21M -$5.77M -36,193 -53%
TIM
265
Tortoise Investment Management
New York
$5.2M -$15.6K -98 -0.3%
LIA
266
LifePlan Investment Advisors
North Carolina
$5.18M +$119K +744 +2%
ES
267
Eagle Strategies
New York
$5.15M -$7.02K -44 -0.1%
KCPG
268
Kavar Capital Partners Group
Kansas
$5.06M -$1.03M -6,430 -17%
RIM
269
Rockbridge Investment Management
New York
$5.06M -$38.1K -239 -0.7%
WLIM
270
White Lighthouse Investment Management
Massachusetts
$5.03M +$50.1K +314 +1%
JIC
271
Joel Isaacson & Co
New York
$5M +$286K +1,792 +6%
CWA
272
Cornerstone Wealth Advisors
Minnesota
$4.97M +$177K +1,112 +4%
VWA
273
Visionary Wealth Advisors
Illinois
$4.96M -$823K -5,163 -14%
DC
274
Davenport & Co
Virginia
$4.92M +$143K +896 +3%
TW
275
Towerpoint Wealth
California
$4.91M +$182K +1,139 +4%
9 10
11
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