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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 %
SLT
701
St Louis Trust
Missouri
$732K – – –
GIM
702
Goelzer Investment Management
Indiana
$728K – – –
TCA
703
Transcend Capital Advisors
New Jersey
$721K -$11K -69 -2%
WFPG
704
Waller Financial Planning Group
Ohio
$716K -$4.79K -30 -0.7%
Allspring Global Investments
705
Allspring Global Investments
North Carolina
$706K -$4.79K -30 -0.7%
OHWA
706
Oak Hill Wealth Advisors
Virginia
$702K +$4.15K +26 +0.6%
ACP
707
Aveo Capital Partners
Colorado
$700K +$1.6K +10 +0.2%
CCM
708
Canal Capital Management
Virginia
$699K – – –
BAMG
709
Brand Asset Management Group
Missouri
$695K +$11.8K +74 +2%
MFA
710
McClarren Financial Advisors
Pennsylvania
$694K +$51.8K +326 +8%
BOH
711
Bank of Hawaii
Hawaii
$692K +$60.6K +380 +10%
ODIJL
712
One Day In July LLC
Vermont
$684K -$2.07K -13 -0.3%
NRG
713
Nemes Rush Group
Michigan
$682K +$159 +1 +0%
CIC
714
Carnegie Investment Counsel
Ohio
$680K -$739K -4,632 -52%
ACM
715
Armbruster Capital Management
New York
$678K – – –
DWA
716
Dougherty Wealth Advisers
Minnesota
$678K – – –
DI
717
Disciplined Investments
Oklahoma
$676K -$23K -144 -3%
CWM
718
Collaborative Wealth Management
Florida
$675K -$36.4K -228 -5%
AIA
719
Arbor Investment Advisors
North Carolina
$673K +$49.6K +311 +8%
FOA
720
Five Oceans Advisors
California
$663K -$43.2K -271 -6%
EW
721
Evoke Wealth
California
$661K -$75.1K -471 -10%
RFC
722
Regions Financial Corp
Alabama
$660K +$18.3K +115 +3%
TC
723
TAP Consulting
Missouri
$659K +$3.67K +23 +0.6%
TRCT
724
Tower Research Capital (TRC)
New York
$646K +$646K +4,052 New
WA
725
Wealth Alliance
New York
$645K +$22.2K +139 +4%
27 28
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30 31