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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 %
DWP
901
Destiny Wealth Partners
Florida
$329K – – –
PI
902
PFG Investments
New York
$327K -$22.6K -142 -6%
HSA
903
HBK Sorce Advisory
Pennsylvania
$326K -$367K -2,300 -53%
AP
904
Appleton Partners
Massachusetts
$326K +$23K +144 +8%
SFPG
905
Stonebridge Financial Planning Group
Florida
$325K +$57.4K +360 +21%
QCG
906
Quadrant Capital Group
Ohio
$325K – – –
PB
907
Pinnacle Bancorp
Nebraska
$325K -$1.44K -9 -0.4%
FT
908
Fiduciary Trust
Massachusetts
$323K – – –
AWM
909
Angeles Wealth Management
California
$323K +$7.66K +48 +2%
EG
910
Ellerson Group
Maryland
$322K +$2.87K +18 +0.9%
AI
911
Accredited Investors
Minnesota
$321K +$11.5K +72 +4%
GWM
912
Grand Wealth Management
Michigan
$321K -$10K -63 -3%
TWM
913
Thrive Wealth Management
Pennsylvania
$320K +$4.94K +31 +2%
AFM
914
Abbot Financial Management
Massachusetts
$320K +$320K +2,005 New
BC
915
Burney Company
Virginia
$320K +$4.31K +27 +1%
CWA
916
Consilium Wealth Advisory
Texas
$319K – – –
RG
917
Rathbones Group
United Kingdom
$319K – – –
BAM
918
Bosun Asset Management
Illinois
$319K – – –
AIM
919
Athena Investment Management
California
$319K – – –
WFA
920
West Financial Advisors
Iowa
$316K -$11.2K -70 -3%
CHA
921
Carmichael Hill & Associates
Maryland
$316K -$2.55K -16 -0.8%
LCM
922
Liberty Capital Management
Michigan
$311K +$311K +1,951 New
EWM
923
Evercore Wealth Management
New York
$310K – – –
AWC
924
Adamsbrown Wealth Consultants
Kansas
$309K – – –
HIP
925
HUB Investment Partners
Texas
$308K -$12.1K -76 -4%
35 36
37
38 39