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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 %
MFT
651
Moisand Fitzgerald Tamayo
Florida
$891K +$1.75K +11 +0.2%
TPWA
652
TRUE Private Wealth Advisors
Oregon
$891K +$891K +5,583 New
TFGT
653
TS Financial Group (TSFG)
Illinois
$888K +$1.12K +7 +0.1%
FDDB
654
Fidelity D&D Bancorp
Pennsylvania
$888K +$888K +5,565 New
MWM
655
Meritas Wealth Management
California
$887K -$4.15K -26 -0.5%
IC
656
IEQ Capital
California
$885K -$5.1K -32 -0.6%
SIA
657
Schechter Investment Advisors
Michigan
$882K -$11.8K -74 -1%
SW
658
SVB Wealth
Massachusetts
$859K -$183K -1,149 -18%
FNBOMD
659
First National Bank of Mount Dora
Florida
$859K – – –
FGAM
660
Financial Gravity Asset Management
Texas
$857K +$857K +6 New
IFWM
661
Institute for Wealth Management
Colorado
$849K – – –
KCM
662
Kathmere Capital Management
Pennsylvania
$847K +$35.4K +222 +4%
SAG
663
SageView Advisory Group
California
$842K -$148K -930 -15%
CPRC
664
Consolidated Portfolio Review Corp
New York
$838K -$119K -745 -12%
SWM
665
Silverlake Wealth Management
Vermont
$831K +$37.6K +236 +5%
RRA
666
Round Rock Advisors
Connecticut
$828K – – –
PAIM
667
Punch & Associates Investment Management
Minnesota
$827K +$69.1K +433 +9%
GGS
668
Galvin Gaustad & Stein
Arizona
$827K – – –
AIA
669
Ally Invest Advisors
North Carolina
$823K +$260K +1,629 +46%
WIC
670
Woodmont Investment Counsel
Tennessee
$819K -$30.3K -190 -4%
CTA
671
Chesley Taft & Associates
Illinois
$809K -$47.8K -300 -6%
DI
672
DFPG Investments
Utah
$808K -$633K -4,095 -44%
LFG
673
Larson Financial Group
Missouri
$808K -$81.5K -511 -9%
MC
674
Matisse Capital
Oregon
$805K – – –
CSIA
675
Conrad Siegel Investment Advisors
Pennsylvania
$800K +$1.12K +7 +0.1%
25 26
27
28 29