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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 %
BCA
626
Bay Colony Advisors
Massachusetts
$1.01M +$10.2K +64 +1%
SFP
627
Strategic Financial Partners
Oregon
$1.01M +$1.12K +7 +0.1%
KAM
628
KEB Asset Management
Illinois
$997K -$6.54K -41 -0.7%
AIA
629
Alera Investment Advisors
Illinois
$997K – – –
Wellington Management Group
630
Wellington Management Group
Massachusetts
$988K – – –
AFG
631
Atomi Financial Group
New York
$984K +$286K +1,792 +41%
LWM
632
Liberty Wealth Management
California
$977K +$14.5K +91 +2%
JCM
633
Jacobi Capital Management
Pennsylvania
$977K -$21.1K -132 -2%
KA
634
Klingman & Associates
New York
$976K +$43.7K +274 +5%
ATWA
635
Arbor Trust Wealth Advisors
Michigan
$974K -$8.77K -55 -0.9%
BWM
636
BCS Wealth Management
Tennessee
$972K +$972K +6,094 New
JWM
637
Janiczek Wealth Management
Colorado
$968K +$1.12K +7 +0.1%
WFAG
638
Wescott Financial Advisory Group
Pennsylvania
$959K -$34.5K -216 -3%
IA
639
Insight Advisors
Pennsylvania
$953K – – –
SFA
640
Sequoia Financial Advisors
Ohio
$949K -$19.3K -121 -2%
BP
641
Ballentine Partners
Massachusetts
$933K – – –
HCM
642
Hall Capital Management
Rhode Island
$924K +$11K +69 +1%
PIA
643
Perennial Investment Advisors
California
$923K -$3.19K -20 -0.3%
GSWM
644
Greenup Street Wealth Management
Michigan
$917K -$108K -678 -11%
USCWA
645
U.S. Capital Wealth Advisors
Texas
$913K +$49.4K +310 +6%
CCG
646
Chatham Capital Group
Georgia
$911K – – –
CFB
647
Cullen/Frost Bankers
Texas
$910K -$74.2K -465 -8%
IGGA
648
Iron Gate Global Advisors
Utah
$905K – – –
MA
649
Montag & Associates
Georgia
$904K -$135K -848 -13%
Financial Engines Advisors
650
Financial Engines Advisors
California
$893K -$60.6K -380 -6%
24 25
26
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