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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 %
CFS
276
Cannon Financial Strategists
Georgia
$4.91M -$81.7K -512 -2%
ATPW
277
Ashton Thomas Private Wealth
Arizona
$4.91M -$20.4K -128 -0.4%
ACA
278
Ackerman Capital Advisors
Texas
$4.87M -$127K -795 -3%
MWA
279
Monograph Wealth Advisors
California
$4.85M +$3.51K +22 +0.1%
AA
280
Atmos Advisory
Pennsylvania
$4.78M +$168K +1,055 +4%
AI
281
Atria Investments
North Carolina
$4.76M +$515K +3,226 +12%
CWM
282
Chemistry Wealth Management
New York
$4.74M +$12.9K +81 +0.3%
CA
283
Cornerstone Advisory
Maryland
$4.7M -$196K -1,231 -4%
BDF
284
Black Diamond Financial
Maryland
$4.7M +$152K +952 +3%
MCM
285
MAI Capital Management
Ohio
$4.68M -$433K -2,718 -8%
SSW
286
Stone Summit Wealth
Florida
$4.64M +$368K +2,306 +9%
PWAG
287
Polaris Wealth Advisory Group
California
$4.62M -$193K -1,212 -4%
FM
288
Foster & Motley
Ohio
$4.61M -$671K -4,207 -13%
IA
289
IFP Advisors
Florida
$4.59M -$1.07M -6,714 -19%
SFO
290
Stokes Family Office
Louisiana
$4.54M -$109K -684 -2%
FA
291
FDx Advisors
Illinois
$4.54M -$501K -3,143 -10%
MCCP
292
Mission Creek Capital Partners
California
$4.53M +$214K +1,340 +5%
EWA
293
EP Wealth Advisors
California
$4.53M -$64.3M -403,059 -93%
CI
294
CX Institutional
Indiana
$4.46M -$813K -5,095 -15%
MFWP
295
Mosaic Family Wealth Partners
Missouri
$4.42M -$6.22K -39 -0.1%
WP
296
WealthShield Partners
North Carolina
$4.4M +$368K +2,309 +9%
FTS
297
Fifth Third Securities
Ohio
$4.38M +$561K +3,515 +15%
HP
298
Hyperion Partners
Pennsylvania
$4.34M +$115K +724 +3%
IWM
299
IHT Wealth Management
Illinois
$4.28M +$385K +2,417 +10%
HC
300
Hillman Company
Pennsylvania
$4.28M +$4.28M +26,828 New
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