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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 %
SWA
751
Stratos Wealth Advisors
Ohio
$578K +$13.4K +84 +2%
GIA
752
Gladstone Institutional Advisory
Florida
$573K +$4.63K +29 +0.8%
KA
753
Kovack Advisors
Florida
$567K +$14.5K +91 +3%
CWC
754
Carolinas Wealth Consulting
North Carolina
$566K +$2.43K +16 +0.4%
OSAM
755
O'Shaughnessy Asset Management
Connecticut
$564K -$225K -1,413 -29%
FNBSF
756
First National Bank Sioux Falls
South Dakota
$564K – – –
BWP
757
BSW Wealth Partners
Colorado
$564K +$38.6K +242 +7%
RWM
758
Revisor Wealth Management
Ohio
$564K +$126K +788 +29%
EA
759
Eudaimonia Advisors
Tennessee
$559K -$478 -3 -0.1%
GWS
760
Glassman Wealth Services
Virginia
$559K +$133K +831 +31%
BFG
761
Bleakley Financial Group
New Jersey
$557K -$50.6K -317 -8%
WP
762
WMS Partners
Maryland
$557K – – –
MWM
763
Mission Wealth Management
California
$557K -$108K -679 -16%
1IA
764
1834 Investment Advisors
Wisconsin
$554K -$30.6K -192 -5%
GC
765
Grimes & Company
Massachusetts
$551K +$2.07K +13 +0.4%
BCM
766
Becker Capital Management
Oregon
$548K – – –
BAM
767
BTS Asset Management
Massachusetts
$547K -$498K -3,112 -48%
HPM
768
Hoxton Planning & Management
West Virginia
$546K -$7.97K -50 -1%
VCM
769
Versant Capital Management
Arizona
$546K -$69.7K -437 -11%
FFP
770
Forbes Financial Planning
Rhode Island
$545K -$10.7K -67 -2%
TWP
771
TFO Wealth Partners
Ohio
$542K – – –
LPT
772
Legacy Private Trust
Wisconsin
$541K – – –
LW
773
Libra Wealth
California
$540K – – –
SCA
774
Snowden Capital Advisors
New York
$538K -$82.8K -519 -13%
TMWM
775
Taylor & Morgan Wealth Management
Michigan
$537K +$957 +6 +0.2%
29 30
31
32 33