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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 %
SB
776
Strategic Blueprint
Georgia
$537K +$79.3K +497 +17%
BMCM
777
Bryn Mawr Capital Management
Pennsylvania
$537K -$34.9K -219 -6%
CIBC World Market
778
CIBC World Market
Ontario, Canada
$536K +$34.8K +218 +7%
GIA
779
GHP Investment Advisors
Colorado
$534K +$140K +904 +36%
ECG
780
EPIQ Capital Group
California
$533K +$2.87K +18 +0.5%
LA
781
Lane & Associates
New Jersey
$533K -$68.6K -430 -11%
GT
782
Glenview Trust
Kentucky
$530K +$11.5K +72 +2%
ECM
783
Evergreen Capital Management
Washington
$526K – – –
EWM
784
Evermay Wealth Management
Virginia
$521K -$3.19K -20 -0.6%
GC
785
Guidance Capital
Kentucky
$512K +$139K +902 +37%
FA
786
Flagstar Advisors
New York
$509K +$27.6K +173 +6%
BB
787
Busey Bank
Illinois
$509K – – –
NFP
788
Narus Financial Partners
Utah
$504K -$58.1K -364 -10%
BWM
789
BigSur Wealth Management
Florida
$503K +$1.91K +12 +0.4%
MAM
790
MWA Asset Management
Massachusetts
$500K +$500K +3,133 New
JCM
791
Jag Capital Management
Missouri
$498K – – –
WTA
792
Washington Trust Advisors
Massachusetts
$497K -$19.8K -124 -4%
BFC
793
Bedel Financial Consulting
Indiana
$493K +$2.87K +18 +0.6%
PFG
794
PAX Financial Group
Texas
$489K -$20.1K -126 -4%
CPP
795
Capasso Planning Partners
South Carolina
$487K -$79.3K -497 -14%
WA
796
Wealthstream Advisors
New York
$487K -$9.73K -61 -2%
FHA
797
Flagship Harbor Advisors
Massachusetts
$486K +$4.15K +26 +0.9%
RWM
798
Rockwood Wealth Management
Pennsylvania
$485K -$26.6K -167 -5%
EPWM
799
Essex Private Wealth Management
Massachusetts
$484K +$1.6K +10 +0.3%
PA
800
Procyon Advisors
Connecticut
$483K +$3.03K +19 +0.6%
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