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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 %
HR
551
Hardy Reed
Mississippi
$1.35M – – –
CWAG
552
Compton Wealth Advisory Group
Virginia
$1.35M -$27.9K -175 -2%
VAM
553
Verity Asset Management
North Carolina
$1.34M -$241K -1,514 -15%
BEAM
554
Baker Ellis Asset Management
Washington
$1.34M -$31.9K -200 -2%
ORC
555
O'Rourke & Company
Massachusetts
$1.33M -$13.1K -82 -1%
PBF
556
Petix & Botte Financial
California
$1.33M -$174K -1,092 -12%
Renaissance Technologies
557
Renaissance Technologies
New York
$1.32M +$1.32M +8,300 New
CIBC Private Wealth Group
558
CIBC Private Wealth Group
Georgia
$1.32M +$319K +1,998 +32%
BCI
559
Brinker Capital Investments
Pennsylvania
$1.31M -$30.3K -190 -2%
OPS
560
Orion Portfolio Solutions
Nebraska
$1.31M -$30.3K -190 -2%
SSA
561
Schonfeld Strategic Advisors
New York
$1.31M +$1.31M +8,191 New
LFP
562
Leeward Financial Partners
Washington
$1.3M -$5.9K -37 -0.5%
WS
563
Wedbush Securities
California
$1.28M +$584K +3,660 +84%
CFGS
564
Concourse Financial Group Securities
Alabama
$1.27M -$55.3K -347 -4%
WFS
565
Weitzel Financial Services
Iowa
$1.27M +$252K +1,625 +25%
Empower Advisory Group
566
Empower Advisory Group
Colorado
$1.26M +$18.8K +118 +2%
NDSI
567
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M -$10.7K -67 -0.8%
LC
568
Lindbrook Capital
California
$1.26M -$93K -583 -7%
TFF
569
The Family Firm
Maryland
$1.25M -$13.6K -85 -1%
PCP
570
Proficio Capital Partners
Massachusetts
$1.25M +$3.83K +24 +0.3%
TCOV
571
Trust Company of Vermont
Vermont
$1.25M -$467K -2,929 -27%
SWM
572
SeaCrest Wealth Management
New York
$1.24M +$389K +2,440 +46%
SCP
573
Stevens Capital Partners
Nebraska
$1.23M -$136K -853 -10%
ECG
574
Edge Capital Group
Georgia
$1.22M -$13.1K -82 -1%
OCPWS
575
One Charles Private Wealth Services
Massachusetts
$1.21M +$32.1K +201 +3%
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