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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 %
EWA
601
Evolution Wealth Advisors
Florida
$1.1M -$74.2K -465 -6%
LFA
602
Level Financial Advisors
New York
$1.09M -$26.3K -165 -2%
RFA
603
Resurgent Financial Advisors
Georgia
$1.09M -$133K -836 -11%
CAG
604
Csenge Advisory Group
Florida
$1.09M +$67.5K +423 +7%
WA
605
Wambolt & Associates
Colorado
$1.08M +$39.7K +253 +4%
LSA
606
Lion Street Advisors
Texas
$1.08M -$704K -4,411 -39%
SS
607
Simplicity Solutions
Minnesota
$1.08M -$797K -5,000 -42%
BBI
608
Baxter Bros Inc
Connecticut
$1.08M +$1.08M +6,759 New
TDWM
609
Topel & Distasi Wealth Management
California
$1.07M – – –
FFN
610
Focus Financial Network
Minnesota
$1.07M -$76.1K -477 -7%
SF
611
Synovus Financial
Georgia
$1.07M +$27.2K +170 +3%
JC
612
Jentner Corp
Ohio
$1.06M -$19.1K -120 -2%
SIS
613
Strategic Investment Solutions
Illinois
$1.05M +$1.04M +6,200 +6,200%
AIM
614
Alhambra Investment Management
Florida
$1.05M +$50.7K +318 +5%
PCM
615
Parsons Capital Management
Rhode Island
$1.05M +$1.12K +7 +0.1%
PSF
616
Pacific Sun Financial
California
$1.05M -$10.4K -65 -1%
CCB
617
Country Club Bank
Missouri
$1.04M +$92.2K +576 +10%
HNB
618
Huntington National Bank
Ohio
$1.04M -$1.08M – –
BF
619
BOK Financial
Oklahoma
$1.04M -$55.7K -367 -5%
Lido Advisors
620
Lido Advisors
California
$1.03M -$630K -3,953 -38%
AA
621
Alesco Advisors
New York
$1.03M – – –
MA
622
Mutual Advisors
Nebraska
$1.02M -$3.35K -21 -0.3%
WA
623
Waverly Advisors
Alabama
$1.02M +$15.3K +96 +2%
FB
624
Fulton Bank
Pennsylvania
$1.02M – – –
CCM
625
Condor Capital Management
New Jersey
$1.01M -$951K -5,961 -48%
23 24
25
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