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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
+$143M
2
Charles Schwab
Charles Schwab
California
+$58.3M
3
Bank of America
Bank of America
North Carolina
+$53.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$50.7M
5
CAN
Cetera Advisor Networks
California
+$40.3M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
-$123M
2
EWA
EP Wealth Advisors
California
-$64.3M
3
HMH
Hackensack Meridian Health
New Jersey
-$59.4M
4
Morgan Stanley
Morgan Stanley
New York
-$49.7M
5
UCFA
United Capital Financial Advisors
Texas
-$27.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Probity Advisors
Texas
$1.53M +$74.3K +466 +5%
EAM
527
Evanson Asset Management
California
$1.53M – – –
ABC
528
Associated Banc-Corp
Wisconsin
$1.52M +$146K +914 +11%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$1.52M +$5.74K +36 +0.4%
PVI
530
Pine Valley Investments
New Jersey
$1.51M +$4.47K +28 +0.3%
RA
531
RFG Advisory
Alabama
$1.51M +$32.7K +205 +2%
BIA
532
Barry Investment Advisors
Massachusetts
$1.49M +$576K +3,613 +63%
GBT
533
Grove Bank & Trust
Florida
$1.48M +$35.1K +220 +2%
BMCM
534
Burns Matteson Capital Management
New York
$1.47M +$580K +3,637 +65%
WP
535
Wealthspan Partners
Iowa
$1.47M +$130K +818 +10%
IAA
536
Independent Advisor Alliance
North Carolina
$1.46M +$14.4K +90 +1%
ADL
537
Asset Dedication LLC
California
$1.46M +$139K +873 +11%
PD
538
Planning Directions
Pennsylvania
$1.44M +$24.4K +153 +2%
BCG
539
Breakwater Capital Group
New Jersey
$1.43M -$143K -936 -9%
CAG
540
Curtis Advisory Group
California
$1.42M +$70.7K +443 +5%
GRP
541
Global Retirement Partners
California
$1.42M -$113K -729 -7%
ACA
542
Aptus Capital Advisors
Alabama
$1.41M +$424K +2,657 +43%
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$1.39M +$147K +922 +12%
NFG
544
Nations Financial Group
Iowa
$1.39M +$133K +835 +11%
MFS
545
McNamara Financial Services
Massachusetts
$1.38M -$6.22K -39 -0.4%
ICG
546
InterOcean Capital Group
Tennessee
$1.38M -$4.51M -28,295 -77%
DB
547
Dravo Bay
Delaware
$1.37M +$59.2K +371 +5%
MA
548
MONECO Advisors
Connecticut
$1.37M +$6.06K +38 +0.4%
GPA
549
Guidance Point Advisors
Massachusetts
$1.37M +$7.5K +47 +0.6%
PWM
550
PBMares Wealth Management
Virginia
$1.35M -$25.5K -160 -2%
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