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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 %
RWG
351
Ratio Wealth Group
Colorado
$3.36M +$106K +666 +3%
TI
352
Truepoint Inc
Ohio
$3.34M +$1.75K +11 +0.1%
AOWM
353
Alpha Omega Wealth Management
Virginia
$3.33M +$328K +2,056 +11%
MAG
354
MRA Advisory Group
New Jersey
$3.33M +$87.9K +551 +3%
RLWM
355
RF&L Wealth Management
Massachusetts
$3.32M +$159 +1 +0%
VIA
356
Vickerman Investment Advisors
Washington
$3.29M -$6.38K -40 -0.2%
EIM
357
Ervin Investment Management
Washington
$3.28M +$57.3K +359 +2%
CWM
358
Cranbrook Wealth Management
Michigan
$3.27M +$12K +75 +0.4%
TAM
359
Tocqueville Asset Management
New York
$3.27M -$13.9K -87 -0.4%
ACM
360
Advisors Capital Management
New Jersey
$3.26M +$161K +1,011 +5%
MFG
361
Mainsail Financial Group
Washington
$3.24M +$226K +1,439 +8%
TNBTD
362
Trustmark National Bank Trust Department
Mississippi
$3.23M +$50.6K +317 +2%
WFM
363
Wolff Financial Management
Michigan
$3.2M +$3.2M +20,086 New
AA
364
Axiom Advisory
California
$3.19M +$7.82K +49 +0.2%
FFA
365
Farther Finance Advisors
California
$3.13M +$339K +2,123 +12%
IFA
366
Index Fund Advisors
California
$3.12M -$39.6K -248 -1%
CTC
367
Central Trust Company
Missouri
$3.12M -$56.9K -357 -2%
EGA
368
E&G Advisors
Texas
$3.12M +$94.8K +594 +3%
LIA
369
LS Investment Advisors
Michigan
$3.1M -$37.2K -233 -1%
PWM
370
Paulson Wealth Management
Illinois
$3.1M -$92.7K -581 -3%
VFA
371
Valeo Financial Advisors
Indiana
$3.1M +$638K +5,449 +26%
3IP
372
3Chopt Investment Partners
Virginia
$3.07M -$300K -1,884 -9%
FWM
373
Forza Wealth Management
Florida
$3.04M – – –
SWM
374
Spire Wealth Management
Virginia
$3.01M +$36K +226 +1%
CB
375
Commerce Bank
Missouri
$3.01M +$162K +1,015 +6%
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