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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 %
UI
801
Unconventional Investor
New Hampshire
$482K – – –
PPW
802
Parcion Private Wealth
Washington
$482K -$2.87K -18 -0.6%
AGWCA
803
Annis Gardner Whiting Capital Advisors
Florida
$480K +$480K +3,012 New
SWA
804
Sightline Wealth Advisors
Connecticut
$478K +$178K +1,113 +59%
LFAS
805
Level Four Advisory Services
Texas
$478K +$80.5K +505 +20%
RA
806
Resolute Advisors
California
$476K +$2.71K +17 +0.6%
SOAG
807
Silver Oak Advisory Group
Oregon
$475K – – –
DWM
808
Dopkins Wealth Management
New York
$471K +$25.5K +160 +6%
LHEI
809
Leo H. Evart Inc
California
$471K -$6.7K -42 -1%
RMA
810
Roffman Miller Associates
Pennsylvania
$470K +$140K +879 +43%
CAM
811
Clark Asset Management
New Hampshire
$467K +$4.63K +29 +1%
WWM
812
Western Wealth Management
Colorado
$465K +$33K +207 +8%
GC
813
Gibson Capital
Pennsylvania
$463K +$7.82K +49 +2%
IP
814
Intellectus Partners
California
$463K +$113K +710 +32%
AHC
815
Anderson Hoagland & Co
Missouri
$459K – – –
TWA
816
TCI Wealth Advisors
Arizona
$456K -$67.5K -423 -13%
CB
817
Centennial Bank
Arkansas
$455K -$54.2K -340 -11%
D
818
Diversified
Delaware
$454K +$11.8K +74 +3%
BIM
819
Baldwin Investment Management
Pennsylvania
$447K +$14K +88 +3%
LWM
820
Lodestone Wealth Management
Washington
$446K -$111K -693 -20%
VCM
821
Vivaldi Capital Management
Illinois
$445K +$16.4K +103 +4%
CF
822
Centaurus Financial
California
$444K +$8.76K +55 +2%
SAM
823
Silvercrest Asset Management
New York
$438K +$52.1K +327 +14%
RFG
824
RFP Financial Group
Georgia
$437K – – –
FIC
825
Family Investment Center
Missouri
$437K -$159 -1 -0%
31 32
33
34 35