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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 %
NSIM
476
North Star Investment Management
Illinois
$1.92M -$139K -871 -7%
FUBT
477
First United Bank & Trust
Maryland
$1.89M -$71.4K -448 -4%
D
478
Dentgroup
Louisiana
$1.89M -$13.1K -82 -0.7%
GAM
479
Gotham Asset Management
New York
$1.87M -$59.6K -374 -3%
WSTAM
480
Wilbanks Smith & Thomas Asset Management
Virginia
$1.86M -$40.7K -255 -2%
MFG
481
Magnus Financial Group
New York
$1.85M -$309K -1,937 -14%
CFD
482
Creative Financial Designs
Indiana
$1.85M +$59K +370 +3%
CPA
483
Capital Performance Advisors
California
$1.84M -$10.4K -65 -0.6%
Victory Capital Management
484
Victory Capital Management
Texas
$1.84M – – –
JFG
485
Jefferies Financial Group
New York
$1.82M +$278K +1,746 +18%
CAL
486
Capital Analysts LLC
Pennsylvania
$1.8M -$813K -5,100 -31%
PL
487
Plancorp LLC
Missouri
$1.78M +$209K +1,308 +13%
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$1.77M +$89.3K +560 +5%
CCA
489
Cadent Capital Advisors
Oklahoma
$1.76M +$1.76M +11,017 New
TCM
490
Telos Capital Management
California
$1.76M -$50.2K -315 -3%
TFP
491
Triune Financial Partners
Kansas
$1.76M -$134K -842 -7%
FLI
492
Family Legacy Inc
South Carolina
$1.74M -$64.3K -403 -4%
NFP
493
NorthLanding Financial Partners
New York
$1.73M +$172K +1,080 +11%
CSB
494
City State Bank
Iowa
$1.73M +$30.3K +190 +2%
SJL
495
Shayne & Jacobs LLC
Tennessee
$1.73M – – –
NRI
496
NFP Retirement Inc
California
$1.72M -$283K -1,776 -14%
VW
497
Vance Wealth
California
$1.72M +$119K +746 +7%
BHWM
498
Beaird Harris Wealth Management
Texas
$1.72M -$21.2K -133 -1%
DSC
499
Duncker Streett & Co
Missouri
$1.71M +$1.75K +11 +0.1%
WWA
500
WCG Wealth Advisors
Nevada
$1.7M +$1.7M +10,672 New
18 19
20
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