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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 %
WPWM
401
Windward Private Wealth Management
Kansas
$2.6M +$20.3K +127 +0.8%
CDH
402
Charles D. Hyman
$2.56M – – –
WPC
403
Wedmont Private Capital
Pennsylvania
$2.53M +$350K +2,223 +16%
NF
404
Nikulski Financial
Iowa
$2.51M -$17.4K -109 -0.7%
SB
405
Simmons Bank
Arkansas
$2.51M -$81.8K -513 -3%
WF
406
Warner Financial
Maryland
$2.49M +$22.2K +139 +0.9%
REMPR
407
Roof Eidam Maycock Peralta (REMP)
California
$2.48M +$107K +671 +5%
HWA
408
Heartwood Wealth Advisors
Virginia
$2.48M +$28.5K +179 +1%
MHIC
409
Marble Harbor Investment Counsel
Massachusetts
$2.47M +$228K +1,430 +10%
SC
410
Scotia Capital
Ontario, Canada
$2.46M +$66.8K +419 +3%
SW
411
SlateStone Wealth
Florida
$2.45M -$126K -787 -5%
BW
412
BIP Wealth
Georgia
$2.44M -$588K -3,687 -19%
AWM
413
Arista Wealth Management
Nevada
$2.44M +$82.1K +515 +3%
EWA
414
EverSource Wealth Advisors
Alabama
$2.43M -$85.8K -538 -3%
GJIA
415
Glass Jacobson Investment Advisors
Maryland
$2.43M +$154K +966 +7%
LW
416
Linscomb Wealth
Texas
$2.42M -$448K -2,811 -16%
CWA
417
CJM Wealth Advisers
Virginia
$2.41M -$48.2K -302 -2%
IA
418
IFG Advisory
Georgia
$2.41M +$63K +395 +3%
PFA
419
Pathway Financial Advisors
Vermont
$2.4M -$18.3K -115 -0.8%
NW
420
NewEdge Wealth
Pennsylvania
$2.4M -$54.5K -342 -2%
FCA
421
FinTrust Capital Advisors
South Carolina
$2.38M +$620K +3,886 +35%
NL
422
NWAM LLC
Washington
$2.37M -$1.29M -8,105 -35%
CFA
423
Cahill Financial Advisors
Minnesota
$2.36M +$14.2K +89 +0.6%
WTFG
424
Wells Trecaso Financial Group
Ohio
$2.35M -$28.7K -180 -1%
TWM
425
TriaGen Wealth Management
California
$2.34M +$140K +879 +6%
15 16
17
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