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
+$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 %
MFG
576
MidWestOne Financial Group
Iowa
$1.2M +$148K +927 +14%
YIH
577
Y-Intercept (HK)
Hong Kong
$1.2M +$1.2M +7,519 New
WAP
578
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$55.7K +349 +5%
GA
579
GFS Advisors
Texas
$1.18M +$187K +1,172 +19%
HCP
580
Hexagon Capital Partners
Arkansas
$1.18M -$98.6K -618 -8%
MPW
581
MGO Private Wealth
California
$1.18M +$153K +960 +15%
SHFA
582
SC&H Financial Advisors
Maryland
$1.18M +$2.87K +18 +0.2%
TPCW
583
TD Private Client Wealth
New York
$1.17M +$141K +882 +14%
GVAG
584
Great Valley Advisor Group
Delaware
$1.17M -$86.8K -544 -7%
HA
585
HC Advisors
Georgia
$1.17M -$10.2K -64 -0.9%
CMBA
586
C.M. Bidwell & Associates
Hawaii
$1.16M – – –
GP
587
Girard Partners
Pennsylvania
$1.16M -$67.8K -425 -6%
AA
588
Aire Advisors
California
$1.16M -$8.77K -55 -0.7%
CD
589
Chapin Davis
Maryland
$1.16M +$3.19K +20 +0.3%
BFA
590
Beacon Financial Advisory
Ohio
$1.15M +$2.93K +18 +0.3%
FA
591
Fermata Advisors
California
$1.15M +$27K +169 +2%
PCIA
592
Prime Capital Investment Advisors
Kansas
$1.14M -$16.9K -106 -1%
TFS
593
Thoroughbred Financial Services
Tennessee
$1.14M +$186K +1,166 +20%
MFG
594
Midwest Financial Group
Kansas
$1.14M +$772K +4,840 +212%
SCG
595
Sonata Capital Group
Washington
$1.12M +$231K +1,450 +26%
DAS
596
Dynamic Advisor Solutions
Arizona
$1.11M -$44.5K -279 -4%
RTL
597
Red Tortoise LLC
Georgia
$1.11M +$24.6K +154 +2%
TC
598
Trust Company
Kansas
$1.11M +$35.4K +222 +3%
HI
599
Harbour Investments
Wisconsin
$1.11M -$884K -5,545 -44%
FHC
600
Forest Hill Capital
Arkansas
$1.1M – – –
22 23
24
25 26