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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 %
AWM
301
Aspire Wealth Management
Massachusetts
$4.24M +$32.1K +201 +0.8%
MCM
302
Manchester Capital Management
Vermont
$4.22M – – –
AAS
303
Ameritas Advisory Services
Nebraska
$4.21M +$3.16M +19,913 +299%
ACA
304
Atlas Capital Advisors
Wyoming
$4.18M +$1.43M +8,951 +52%
IFPL
305
Investments & Financial Planning LLC
Kentucky
$4.16M -$43.7K -274 -1%
LFS
306
Lutz Financial Services
Nebraska
$4.16M -$52.3K -328 -1%
Citigroup
307
Citigroup
New York
$4.16M -$343K -2,151 -8%
LG
308
LAM Group
Oregon
$4.14M – – –
BSB
309
Bangor Savings Bank
Maine
$4.13M +$85.3K +535 +2%
EP
310
Eudaimonia Partners
Tennessee
$4.08M -$164K -1,031 -4%
BJL
311
Brighton Jones LLC
Washington
$4.07M +$166K +1,041 +4%
SFG
312
SNS Financial Group
Minnesota
$4.06M -$59.3K -372 -1%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05M -$14K -88 -0.3%
Vanguard Group
314
Vanguard Group
Pennsylvania
$4.04M +$160K +1,006 +4%
HA
315
HFG Advisors
Ohio
$4.02M +$58.2K +365 +1%
AFP
316
Ausdal Financial Partners
Iowa
$3.99M +$64.8K +406 +2%
SG
317
Sharper & Granite
California
$3.99M +$24.9K +156 +0.6%
KSWA
318
Kathleen S. Wright Associates
Pennsylvania
$3.96M +$288K +1,806 +8%
CPIG
319
Chicago Partners Investment Group
Illinois
$3.93M +$98.2K +650 +3%
WT
320
Whittier Trust
California
$3.91M -$79.7K -500 -2%
WCM
321
Windham Capital Management
Massachusetts
$3.9M +$21.2K +133 +0.5%
BOPW
322
Brandywine Oak Private Wealth
Pennsylvania
$3.9M -$181K -1,132 -4%
RJT
323
Raymond James Trust
Florida
$3.89M +$36.7K +230 +1%
AF
324
Advisornet Financial
Minnesota
$3.88M +$326K +2,041 +9%
BSWA
325
Bromfield Sneider Wealth Advisors
Massachusetts
$3.84M +$3.19K +20 +0.1%
11 12
13
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