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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 %
EWM
376
Evergreen Wealth Management
Michigan
$3.01M -$213K -1,333 -7%
EFS
377
Essex Financial Services
Connecticut
$3M +$46.1K +289 +2%
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$2.98M +$249K +1,564 +9%
GPI
379
General Partner Inc
Pennsylvania
$2.98M – – –
CS
380
Comerica Securities
Michigan
$2.94M -$193K -1,212 -6%
NWM
381
Northwest Wealth Management
Iowa
$2.93M -$118K -739 -4%
SPC
382
Sigma Planning Corp
Michigan
$2.93M -$201K -1,263 -6%
CA
383
Continuum Advisory
Idaho
$2.92M +$15.9K +100 +0.5%
CAMG
384
CWA Asset Management Group
Florida
$2.92M -$21.2K -133 -0.7%
Jane Street
385
Jane Street
New York
$2.9M +$1.44M +9,006 +98%
PAI
386
Pittenger & Anderson Inc
Nebraska
$2.89M – – –
PA
387
PFG Advisors
Arizona
$2.86M +$591K +3,707 +26%
PFP
388
Pinnacle Financial Partners
Tennessee
$2.84M +$1.25M +7,828 +79%
FWP
389
FAS Wealth Partners
Kansas
$2.83M -$77K -483 -3%
ZC
390
Zeit Capital
Colorado
$2.83M +$3.51K +22 +0.1%
PWMG
391
Pioneer Wealth Management Group
Texas
$2.83M -$387K -2,425 -12%
CA
392
CSM Advisors
Pennsylvania
$2.77M +$3.03K +19 +0.1%
GWM
393
Greenhouse Wealth Management
Connecticut
$2.77M +$14.5K +91 +0.5%
WRPWM
394
Werba Rubin Papier Wealth Management
California
$2.76M -$73.7K -462 -3%
WIP
395
WealthCare Investment Partners
Rhode Island
$2.72M -$279K -1,775 -9%
PFG
396
Pinnacle Financial Group
Illinois
$2.69M +$32.7K +205 +1%
MMA
397
Miracle Mile Advisors
California
$2.69M -$505K -3,165 -16%
EA
398
Eclectic Associates
California
$2.69M +$124K +777 +5%
TC
399
TownSquare Capital
Utah
$2.65M +$340K +2,130 +15%
Wealthfront Advisers
400
Wealthfront Advisers
California
$2.64M +$94.9K +595 +4%
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16
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