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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
$212M
2
Charles Schwab
Charles Schwab
California
$58.3M
3
Bank of America
Bank of America
North Carolina
$1.85B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$51M
5
CAN
Cetera Advisor Networks
California
$68.2M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$123K
2
EWA
EP Wealth Advisors
California
$4.53M
3
HMH
Hackensack Meridian Health
New Jersey
$124M
4
Morgan Stanley
Morgan Stanley
New York
$619M
5
UCFA
United Capital Financial Advisors
Texas
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
826
Windsor Advisory Group
Ohio
$434K – – –
CFG
827
Citizens Financial Group
Rhode Island
$434K -$319 -2 -0.1%
Kovitz Investment Group Partners
828
Kovitz Investment Group Partners
Illinois
$433K -$319 -2 -0.1%
AA
829
Advisory Alpha
Michigan
$429K -$126K -790 -23%
QHA
830
Quarry Hill Advisors
Minnesota
$428K – – –
AA
831
AlphaQ Advisors
Florida
$426K -$264K -1,655 -38%
RWI
832
Red Wave Investments
Pennsylvania
$425K – – –
GP
833
Greenline Partners
New York
$424K – – –
Franklin Resources
834
Franklin Resources
California
$424K +$235K +1,476 +125%
LAM
835
Lakewood Asset Management
Illinois
$420K +$70.8K +444 +20%
TI
836
Trexquant Investment
Connecticut
$419K +$419K +2,627 New
EFL
837
ERn Financial LLC
Wisconsin
$417K – – –
PCM
838
Pointe Capital Management
Michigan
$417K +$15.9K +100 +4%
TAM
839
Townsend Asset Management
North Carolina
$416K -$798 -5 -0.2%
CW
840
Channel Wealth
California
$415K +$12.6K +79 +3%
CAG
841
Crestwood Advisors Group
Massachusetts
$413K – – –
VCA
842
Verdence Capital Advisors
Maryland
$413K +$19.1K +120 +5%
KP
843
Keel Point
Alabama
$411K +$22K +138 +6%
SWM
844
Selective Wealth Management
Virginia
$411K – – –
KFGK
845
Keystone Financial Group (Kentucky)
Kentucky
$408K +$15.9K +100 +4%
VA
846
Valmark Advisers
Ohio
$406K -$114K -712 -22%
AWS
847
Aspen Wealth Strategies
Colorado
$400K +$55.9K +351 +16%
TA
848
Trellis Advisors
Washington
$399K +$319 +2 +0.1%
SIC
849
Salem Investment Counselors
North Carolina
$399K +$18.5K +116 +5%
FFS
850
Founders Financial Securities
Maryland
$399K +$6.54K +41 +2%
32 33
34
35 36