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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 %
RC
426
Roundview Capital
New Jersey
$2.32M -$15.9K -100 -0.7%
Envestnet Portfolio Solutions
427
Envestnet Portfolio Solutions
Illinois
$2.32M +$2.32M +14,518 New
WCFA
428
Walkner Condon Financial Advisors
Wisconsin
$2.3M +$46.3K +290 +2%
LIM
429
Leavell Investment Management
Alabama
$2.29M -$499K -3,129 -18%
AWA
430
Arkadios Wealth Advisors
Georgia
$2.29M +$1.51M +9,460 +193%
OIA
431
OneDigital Investment Advisors
Kansas
$2.26M -$96.8K -607 -4%
IA
432
Inspire Advisors
Idaho
$2.25M +$995K +6,241 +79%
CW
433
CreativeOne Wealth
Kansas
$2.25M +$436K +2,735 +24%
CA
434
Clearstead Advisors
Ohio
$2.22M +$1.12M +6,997 +101%
EA
435
Echo45 Advisors
California
$2.21M +$1.75K +11 +0.1%
LIG
436
Lokken Investment Group
Delaware
$2.21M -$26.3K -165 -1%
FFL
437
Financial Freedom LLC
Ohio
$2.21M -$4.47K -28 -0.2%
BWM
438
Brown Wealth Management
Illinois
$2.21M +$478K +2,994 +28%
IWC
439
Integrated Wealth Concepts
Massachusetts
$2.2M +$187K +1,170 +9%
CF
440
Corrigan Financial
Rhode Island
$2.19M -$14K -88 -0.6%
WA
441
WP Advisors
California
$2.17M -$22.2K -139 -1%
RPSA
442
Richard P. Slaughter Associates
Texas
$2.15M -$599K -3,754 -22%
LWMNY
443
Landmark Wealth Management (New York)
New York
$2.15M +$2.15M +13,465 New
MCA
444
MSH Capital Advisors
Arizona
$2.15M -$132K -825 -6%
WCA
445
Waypoint Capital Advisors
Minnesota
$2.14M +$20.7K +130 +1%
KeyBank National Association
446
KeyBank National Association
Ohio
$2.13M -$80.9K -507 -4%
MCA
447
Maryland Capital Advisors
Maryland
$2.13M -$42.6K -267 -2%
AIM
448
Acropolis Investment Management
Missouri
$2.11M -$34.1K -214 -2%
MA
449
MAS Advisors
Florida
$2.1M -$21.7K -136 -1%
LF
450
Lantz Financial
Illinois
$2.1M +$394K +2,469 +23%
16 17
18
19 20