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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 %
CC
451
Cypress Capital
Tennessee
$2.09M -$329K -2,060 -14%
PFS
452
Prospera Financial Services
Texas
$2.07M +$339K +2,121 +20%
CANC
453
Culbertson A N & Co
Virginia
$2.07M -$9.57K -60 -0.5%
RGC
454
Roberts, Glore & Co
Illinois
$2.06M +$5.9K +37 +0.3%
CCM
455
Coldstream Capital Management
Washington
$2.06M +$43.9K +275 +2%
SFP
456
Sterling Financial Planning
New Jersey
$2.05M -$7.66K -48 -0.4%
FA
457
Faithward Advisors
Pennsylvania
$2.03M +$64.4K +413 +3%
SC
458
SouthState Corp
Florida
$2.03M – – –
R
459
Rebalance
California
$2.03M +$2.07K +13 +0.1%
MECA
460
Miller Equity Capital Advisors
Texas
$2.02M +$797 +5 +0%
GWM
461
Geneos Wealth Management
Colorado
$2.02M +$11.2K +70 +0.6%
RA
462
Riversedge Advisors
Delaware
$2M -$582K -3,652 -23%
CFAM
463
Center For Asset Management
Florida
$1.99M -$205K -1,284 -9%
BBW
464
Blue Barn Wealth
Utah
$1.99M -$73.2K -459 -4%
FAIM
465
Financial Advocates Investment Management
Washington
$1.98M -$117K -729 -6%
SWA
466
SOA Wealth Advisors
New York
$1.97M +$133K +831 +7%
MOS
467
MGO One Seven
Ohio
$1.97M +$1.25M +7,817 +173%
ANTB
468
AMG National Trust Bank
Colorado
$1.96M -$7.5K -47 -0.4%
AG
469
Ascent Group
Virginia
$1.95M -$178K -1,149 -8%
AFAS
470
Acorn Financial Advisory Services
Virginia
$1.95M -$319 -2 -0%
VF
471
Vawter Financial
Ohio
$1.95M -$330K -2,069 -14%
FAN
472
Financial Advisors Network
California
$1.95M +$1.95M +12,198 New
SWP
473
Stratos Wealth Partners
Ohio
$1.94M +$225K +1,410 +13%
SOS
474
Silver Oak Securities
Tennessee
$1.94M -$551K -3,453 -22%
PIMG
475
Patriot Investment Management Group
Tennessee
$1.92M -$32.2K -202 -2%
17 18
19
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