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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.

Holders
1,227
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.57%
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 Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$85.1M 513,881 -20,412 -4%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$84M 526,715 +25,312 +5%
SP
28
Symmetry Partners
Connecticut
$78.2M 490,421 -25,961 -5%
MCCA
29
Mill Creek Capital Advisors
Pennsylvania
$77.6M 486,694 +153,175 +46%
RIA
30
Retirement Investment Advisors
Oklahoma
$70.4M 441,596 +161,791 +58%
SC
31
Savant Capital
Illinois
$70.4M 441,160 -1,500 -0.3%
CAN
32
Cetera Advisor Networks
California
$68.2M 427,438 +252,685 +145%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$66.3M 415,898 -70,045 -14%
FG
34
Foster Group
Iowa
$64.9M 407,226 -389 -0.1%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$63.9M 400,575 +638 +0.2%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$61M 382,480 – –
CFM
37
Comprehensive Financial Management
California
$60.2M 377,268 -2,233 -0.6%
Mariner
38
Mariner
Kansas
$59.9M 375,730 +13,789 +4%
SGAM
39
Stephens Group Asset Management
Arkansas
$58.4M 366,281 -69,900 -16%
Charles Schwab
40
Charles Schwab
California
$58.3M 365,438 +365,438 New
RJA
41
Raymond James & Associates
Florida
$56.8M 356,433 +2,834 +0.8%
RWP
42
RWA Wealth Partners
Massachusetts
$55.8M 349,667 +9,562 +3%
PP
43
PDS Planning
Ohio
$55.3M 346,757 +12,953 +4%
EWA
44
Exencial Wealth Advisors
Oklahoma
$54.3M 340,250 +164 +0%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$51M 319,819 +317,904 +16,601%
Bessemer Group
46
Bessemer Group
New Jersey
$49.7M 311,349 -288 -0.1%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$49.6M 311,218 +11,424 +4%
VFP
48
Verus Financial Partners
Virginia
$47.2M 304,062 +3,085 +1%
RA
49
Rodgers & Associates
Pennsylvania
$45.4M 284,831 +109 +0%
MIAS
50
Mason Investment Advisory Services
Virginia
$45.3M 284,214 -10,103 -3%
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