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

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$123K
2
EWA
EP Wealth Advisors
California
$4.53M
3
HMH
Hackensack Meridian Health
New Jersey
$124M
4
Morgan Stanley
Morgan Stanley
New York
$619M
5
UCFA
United Capital Financial Advisors
Texas
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
326
Pure Financial Advisors
California
$3.82M +$637K +3,994 +20%
KPWS
327
Kestra Private Wealth Services
Texas
$3.78M +$571K +3,578 +18%
FWP
328
Falcon Wealth Planning
California
$3.7M -$282K -1,769 -7%
BAM
329
Beaumont Asset Management
Texas
$3.64M -$130K -814 -3%
PMFA
330
Plante Moran Financial Advisors
Michigan
$3.64M -$281K -1,764 -7%
TF
331
Theory Financial
Colorado
$3.63M -$140K -875 -4%
ML
332
Mayport LLC
Massachusetts
$3.63M +$372K +2,334 +11%
NFC
333
Northeast Financial Consultants
Connecticut
$3.63M – – –
APP
334
Avantax Planning Partners
Iowa
$3.62M +$95.4K +598 +3%
JWCA
335
J.W. Cole Advisors
Florida
$3.62M -$3.99K -25 -0.1%
SFM
336
Signet Financial Management
New Jersey
$3.61M -$265K -1,660 -7%
ST
337
Sageworth Trust
Pennsylvania
$3.61M -$151K -946 -4%
EFG
338
Everhart Financial Group
Ohio
$3.6M -$1.75K -11 -0%
Northern Trust
339
Northern Trust
Illinois
$3.6M +$624K +3,913 +21%
UB
340
UMB Bank
Missouri
$3.54M -$344K -2,157 -9%
VC
341
Veery Capital
Delaware
$3.53M +$151K +949 +4%
MIS
342
Morningstar Investment Services
Illinois
$3.53M -$399K -2,494 -10%
AAP
343
Arax Advisory Partners
Colorado
$3.53M +$70.2K +440 +2%
BRG
344
Bay Rivers Group
Virginia
$3.49M +$7.5K +47 +0.2%
WIC
345
Willis Investment Counsel
Georgia
$3.49M -$642K -4,025 -16%
CCA
346
Column Capital Advisors
Indiana
$3.49M – – –
SFS
347
Sowell Financial Services
Arkansas
$3.45M +$529K +3,319 +18%
MCWS
348
McKinley Carter Wealth Services
West Virginia
$3.44M -$515K -3,228 -13%
DPI
349
Diversified Portfolios Inc
Michigan
$3.42M +$330K +2,072 +11%
MWA
350
Martel Wealth Advisors
Washington
$3.37M -$107K -672 -3%
12 13
14
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