VBR icon

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 %
TP
501
Tranquility Partners
Tennessee
$1.7M +$194K +1,214 +13%
WB
502
WesBanco Bank
West Virginia
$1.69M -$59K -370 -3%
Susquehanna International Group
503
Susquehanna International Group
Pennsylvania
$1.67M +$831K +5,210 +99%
CBFP
504
Cedar Brook Financial Partners
Ohio
$1.67M -$125K -781 -7%
ATC
505
Argent Trust Co
Tennessee
$1.67M +$73.2K +459 +5%
BWM
506
Baystate Wealth Management
Massachusetts
$1.66M -$114K -717 -6%
CCWA
507
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M -$42.6K -267 -3%
PMG
508
ProVise Management Group
Florida
$1.64M -$39.2K -246 -2%
KAM
509
Kraft Asset Management
Tennessee
$1.64M -$102K -640 -6%
MSWMA
510
Market Street Wealth Management Advisors
Indiana
$1.62M -$43.2K -271 -3%
BWA
511
BlueSky Wealth Advisors
North Carolina
$1.62M -$54.4K -341 -3%
ECM
512
Elgethun Capital Management
South Dakota
$1.62M +$7.93K +50 +0.5%
1WA
513
180 Wealth Advisors
Washington
$1.6M -$17.2K -108 -1%
RIA
514
Regal Investment Advisors
Michigan
$1.6M +$141K +884 +10%
WBC
515
West Branch Capital
Massachusetts
$1.6M -$35.6K -223 -2%
MSWM
516
McGlone Suttner Wealth Management
Wisconsin
$1.6M -$132K -830 -8%
CM
517
Columbus Macro
Pennsylvania
$1.6M -$782K -4,906 -33%
BCM
518
BTC Capital Management
Iowa
$1.59M -$10K -63 -0.6%
KWM
519
Kingsview Wealth Management
Oregon
$1.59M +$210K +1,318 +15%
TFA
520
Tobias Financial Advisors
Florida
$1.58M -$104K -652 -6%
NOI
521
Newton One Investments
Delaware
$1.57M -$2.07K -13 -0.1%
SQA
522
Simon Quick Advisors
New Jersey
$1.56M -$15.8K -99 -1%
GCA
523
Gradient Capital Advisors
California
$1.54M -$22.3K -140 -1%
SMA
524
Sage Mountain Advisors
Georgia
$1.54M -$23.9K -150 -2%
CSWM
525
Cassady Schiller Wealth Management
Ohio
$1.54M -$21.4K -134 -1%
19 20
21
22 23