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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.

Holders
1,227
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.57%
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
1
Osaic Holdings
Arizona
$212M
2
Charles Schwab
2
Charles Schwab
California
$58.3M
3
Bank of America
3
Bank of America
North Carolina
$1.85B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$51M
5
CAN
5
Cetera Advisor Networks
California
$68.2M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$123K
2
EWA
2
EP Wealth Advisors
California
$4.53M
3
HMH
3
Hackensack Meridian Health
New Jersey
$124M
4
Morgan Stanley
4
Morgan Stanley
New York
$619M
5
UCFA
5
United Capital Financial Advisors
Texas
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$45.3M 283,929 +19,188 +7%
MWM
52
Modera Wealth Management
New Jersey
$44.2M 277,372 -2,917 -1%
MWM
53
Merriman Wealth Management
Washington
$43.2M 270,684 +49,928 +23%
MAG
54
Mokosak Advisory Group
Iowa
$41.1M 257,464 +5,758 +2%
ZF
55
Zhang Financial
Michigan
$40.4M 253,206 -6,161 -2%
LNC
56
Lincoln National Corp
Pennsylvania
$39.9M 250,334 -1,957 -0.8%
BFA
57
Bragg Financial Advisors
North Carolina
$39.1M 245,260 +7,411 +3%
Creative Planning
58
Creative Planning
Kansas
$38.5M 241,352 -1,899 -0.8%
PAS
59
Park Avenue Securities
New York
$38.3M 240,249 +11,302 +5%
MML Investors Services
60
MML Investors Services
Massachusetts
$38.1M 239,051 +4,570 +2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$37.5M 234,921 -32,230 -12%
CG
62
Colony Group
Massachusetts
$37M 232,171 -2,870 -1%
TSW
63
Thompson Siegel & Walmsley
Virginia
$36M 225,652 +3,946 +2%
CAM
64
Cresset Asset Management
Illinois
$35.3M 221,503 +13,178 +6%
B
65
Bailard
California
$35.3M 221,283 +11,531 +5%
Truist Financial
66
Truist Financial
North Carolina
$34.8M 218,098 -6,446 -3%
CFFP
67
Center for Financial Planning
Michigan
$34.4M 215,894 +3,314 +2%
BSW
68
Buckingham Strategic Wealth
Missouri
$33.9M 212,337 +7,471 +4%
MGIA
69
Moneta Group Investment Advisors
Missouri
$33.8M 212,061 +19,605 +10%
SI
70
Stephens Inc
Arkansas
$32.6M 204,094 +2,092 +1%
IWA
71
Inspirion Wealth Advisors
Illinois
$32.3M 202,218 +4,162 +2%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$32.1M 201,571 +51,823 +35%
EH
73
Equitable Holdings
New York
$31.9M 200,117 -33,374 -14%
PLFA
74
Pacific Life Fund Advisors
California
$31.9M 199,779 -38,452 -16%
SF
75
Summit Financial
New Jersey
$31.5M 197,310 +2,660 +1%
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