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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 %
FTUS
676
Flow Traders U.S.
New York
$797K +$68.6K +430 +9%
AWM
677
Axxcess Wealth Management
California
$791K +$273K +1,709 +53%
WI
678
WrapManager Inc
California
$790K -$84.4K -529 -10%
MF
679
Meridian Financial
Massachusetts
$789K +$16K +100 +2%
SCA
680
STALEY CAPITAL ADVISERS
Pennsylvania
$787K – – –
CFGSD
681
Compass Financial Group (South Dakota)
South Dakota
$779K +$3.83K +24 +0.5%
WP
682
WealthSource Partners
California
$778K +$4.78K +30 +0.6%
PWA
683
Physician Wealth Advisors
Utah
$769K -$472 -3 -0.1%
Neuberger Berman Group
684
Neuberger Berman Group
New York
$766K -$18.7K -117 -2%
HVP
685
Hudson Value Partners
Florida
$761K +$66.3K +416 +10%
PP
686
Pegasus Partners
Wisconsin
$760K – – –
AL
687
ACAS LLC
California
$760K +$16.7K +105 +2%
AMM
688
American Money Management
California
$759K -$12.4K -78 -2%
ST
689
Smithfield Trust
Pennsylvania
$754K -$20K -125 -3%
OC
690
Oppenheimer & Co
New York
$753K -$50.9K -319 -6%
AF
691
Affiance Financial
Minnesota
$751K -$187K -1,173 -20%
RCI
692
RS Crum Inc
California
$746K -$78.8K -494 -10%
MSFS
693
Main Street Financial Solutions
Pennsylvania
$744K -$47.5K -298 -6%
BC
694
Bowman & Company
Wisconsin
$743K +$3.19K +20 +0.4%
AWM
695
Atticus Wealth Management
Florida
$743K -$9.41K -59 -1%
CIC
696
Cutler Investment Counsel
Oregon
$742K -$69.2K -434 -9%
HWM
697
Hemington Wealth Management
Virginia
$741K – – –
SCM
698
SOL Capital Management
Maryland
$737K -$31.1K -195 -4%
WKWM
699
Walter & Keenan Wealth Management
Indiana
$735K +$1.6K +10 +0.2%
FA
700
Financial Alternatives
California
$735K – – –
26 27
28
29 30