VBR icon

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 %
SWRP
726
Summit Wealth & Retirement Planning
California
$645K +$74.6K +468 +13%
CAM
727
Cozad Asset Management
Illinois
$644K +$5.74K +36 +0.9%
TC
728
Trilogy Capital
California
$640K +$319 +2 +0%
APIM
729
Agate Pass Investment Management
Washington
$639K – – –
AIM
730
Anchor Investment Management
South Carolina
$638K +$10.5K +66 +2%
FFA
731
Fortune Financial Advisors
Kansas
$634K -$1.28K -8 -0.2%
DBRC
732
D.B. Root & Company
Pennsylvania
$632K +$3.19K +20 +0.5%
SWM
733
Soundmark Wealth Management
Washington
$628K -$33.7K -211 -5%
AWP
734
Accretive Wealth Partners
New Jersey
$628K +$638 +4 +0.1%
DWT
735
Dorsey & Whitney Trust
South Dakota
$626K +$319 +2 +0.1%
MP
736
McDonald Partners
Ohio
$621K -$14.7K -92 -2%
JCIA
737
Jackson Creek Investment Advisors
Colorado
$613K +$10K +63 +2%
CGL
738
Clarius Group LLC
Washington
$612K – – –
PCA
739
Prosperity Capital Advisors
Ohio
$608K +$177K +1,111 +41%
IA
740
IFG Advisors
Missouri
$607K -$80.1K -502 -12%
LSPW
741
Lake Street Private Wealth
Illinois
$601K +$320 +2 +0.1%
CHC
742
City Holding Co
West Virginia
$596K +$15.5K +97 +3%
GFL
743
Granite FO LLC
New Hampshire
$593K – – –
JSL
744
JT Stratford LLC
Georgia
$592K -$184K -1,154 -24%
LFA
745
Landmark Financial Advisors
Kentucky
$591K – – –
QFA
746
Quantum Financial Advisors
California
$587K +$319 +2 +0.1%
GL
747
Graypoint LLC
New York
$586K +$175K +1,100 +43%
SPW
748
Sonoma Private Wealth
California
$584K +$45.8K +287 +9%
GLLW
749
Graves Light Lenhart Wealth
Virginia
$583K +$8.9K +57 +2%
MAM
750
McLean Asset Management
Virginia
$583K +$2.06K +13 +0.4%
28 29
30
31 32