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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 %
DAM
851
Derbend Asset Management
Georgia
$398K +$160 +1 +0%
SL
852
Salomon & Ludwin
Virginia
$397K +$22.6K +142 +6%
NCM
853
Novare Capital Management
North Carolina
$396K – – –
AWM
854
Accurate Wealth Management
Florida
$395K +$40.4K +254 +11%
SWM
855
Seed Wealth Management
Illinois
$389K – – –
AWM
856
Austin Wealth Management
Texas
$387K +$387K +2,361 New
AFG
857
Altiora Financial Group
Ohio
$386K -$9.25K -58 -2%
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$384K -$15.8K -99 -4%
CAM
859
Crestone Asset Management
Colorado
$384K +$13.9K +87 +4%
AGC
860
Aspen Grove Capital
Colorado
$383K +$15.9K +100 +4%
EWP
861
Elevation Wealth Partners
California
$381K -$38.1K -239 -9%
KCFA
862
Key Client Fiduciary Advisors
New Jersey
$378K +$84.8K +532 +29%
HB
863
Horizon Bancorp
Indiana
$378K +$74K +464 +24%
AR
864
Apeiron RIA
Texas
$378K -$1.12K -7 -0.3%
AT
865
American Trust
Kentucky
$377K -$456K -2,860 -55%
DSA
866
Droms Strauss Advisors
Missouri
$377K +$31.2K +196 +9%
BFPW
867
BOK Financial Private Wealth
Colorado
$377K +$271K +1,702 +258%
SC
868
Stephens Consulting
Michigan
$376K -$71.8K -450 -16%
RIA
869
Realta Investment Advisors
Delaware
$374K -$16.5K -100 -4%
GGI
870
Godsey & Gibb Inc
Virginia
$374K – – –
LA
871
Lifeworks Advisors
Michigan
$372K +$76.9K +482 +26%
FF
872
Financial Futures
New Jersey
$371K +$36.2K +227 +11%
TCWM
873
Total Clarity Wealth Management
Illinois
$370K +$9.89K +62 +3%
GLA
874
Good Life Advisors
Pennsylvania
$369K +$10.2K +64 +3%
CAM
875
Cidel Asset Management
Ontario, Canada
$367K – – –
33 34
35
36 37