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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
1
Osaic Holdings
Arizona
$212M
2
Charles Schwab
2
Charles Schwab
California
$58.3M
3
Bank of America
3
Bank of America
North Carolina
$1.85B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$51M
5
CAN
5
Cetera Advisor Networks
California
$68.2M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$123K
2
EWA
2
EP Wealth Advisors
California
$4.53M
3
HMH
3
Hackensack Meridian Health
New Jersey
$124M
4
Morgan Stanley
4
Morgan Stanley
New York
$619M
5
UCFA
5
United Capital Financial Advisors
Texas
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
926
HHM Wealth Advisors
Tennessee
$305K – – –
MMHP
927
Murphy Middleton Hinkle & Parker
Georgia
$304K +$6.22K +39 +2%
MA
928
Mezzasalma Advisors
New Jersey
$304K – – –
CFS
929
CGC Financial Services
Oregon
$303K – – –
API
930
Advisor Partners II
California
$301K -$284K -1,779 -49%
BBA
931
BLB&B Advisors
Pennsylvania
$301K +$18.5K +116 +7%
DWM
932
Defined Wealth Management
Oregon
$299K +$14.8K +93 +5%
SFS
933
Summit Financial Strategies
Ohio
$295K +$957 +6 +0.3%
TFCP
934
Twin Focus Capital Partners
Massachusetts
$295K – – –
CAL
935
Capital Advisors Ltd
Ohio
$295K – – –
FWM
936
Fairhaven Wealth Management
Illinois
$295K – – –
SW
937
SteelPeak Wealth
California
$294K – – –
NLP
938
Next Level Private
New York
$293K – – –
OWM
939
Opes Wealth Management
California
$291K -$625K -3,916 -68%
KCM
940
Kanawha Capital Management
Virginia
$291K +$7.18K +45 +3%
BPFA
941
Barnes Pettey Financial Advisors
Mississippi
$290K – – –
GHAM
942
Gilman Hill Asset Management
Connecticut
$290K – – –
WTC
943
WhitTier Trust Company
Nevada
$289K – – –
OA
944
Operose Advisors
Wisconsin
$289K +$1.6K +10 +0.6%
C1AG
945
Client 1st Advisory Group
Florida
$288K – – –
NL
946
NVWM LLC
Pennsylvania
$287K – – –
MPM
947
Meritage Portfolio Management
Kansas
$287K -$10.2K -64 -3%
NAS
948
Nicolet Advisory Services
Wisconsin
$287K -$10.7K -69 -4%
STA
949
Summit Trail Advisors
New York
$286K -$1.72M -10,801 -86%
WGCA
950
Wolf Group Capital Advisors
Virginia
$285K -$3.35K -21 -1%
36 37
38
39 40