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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 %
CWM
876
Cahill Wealth Management
Michigan
$364K -$6.86K -43 -2%
TFA
877
Triad Financial Advisors
North Carolina
$363K – – –
OFS
878
Oldfather Financial Services
Nebraska
$360K – – –
VCP
879
Vista Capital Partners
Oregon
$359K +$17.2K +108 +5%
NP
880
NorthRock Partners
Minnesota
$359K +$3.19K +20 +0.9%
VCM
881
Virtue Capital Management
Tennessee
$358K – – –
PA
882
Pinnacle Associates
New York
$357K -$4.95K -31 -1%
TW
883
TrinityPoint Wealth
Connecticut
$357K +$88.1K +552 +33%
CWM
884
Connecticut Wealth Management
Connecticut
$356K -$30.3K -190 -8%
ERIC
885
Eagle Rock Investment Company
Georgia
$356K -$36K -226 -9%
CAC
886
Certified Advisory Corp
Florida
$355K -$88.8K -557 -20%
AIM
887
AMI Investment Management
Indiana
$355K -$283K -1,775 -44%
PTC
888
Private Trust Company
Ohio
$354K +$27.8K +174 +9%
CP
889
Camelot Portfolios
Ohio
$353K -$151K -948 -30%
IAS
890
Insigneo Advisory Services
Florida
$352K -$8.77K -55 -2%
OPPS
891
Obsidian Personal Planning Solutions
Maryland
$348K -$105K -658 -23%
CB
892
Cadence Bank
Mississippi
$348K -$278K -1,743 -44%
RWA
893
Rooted Wealth Advisors
Illinois
$348K +$37.9K +232 +12%
SAM
894
SignalPoint Asset Management
Missouri
$347K -$1.12K -7 -0.3%
MCM
895
Morton Capital Management
California
$346K – – –
GWANC
896
Guardian Wealth Advisors (North Carolina)
North Carolina
$342K +$69.7K +437 +26%
PHS
897
Pekin Hardy Strauss
Illinois
$341K – – –
PWW
898
Pettyjohn Wood & White
Virginia
$338K – – –
DWMS
899
Dominguez Wealth Management Solutions
Virginia
$338K -$5.9K -37 -2%
MIM
900
Marco Investment Management
Georgia
$335K -$43.9K -275 -12%
34 35
36
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