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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 %
TIM
951
Total Investment Management
Arizona
$285K -$42.6K -267 -13%
FWA
952
FSM Wealth Advisors
Ohio
$284K -$22.5K -141 -7%
BTI
953
Blue Trust Inc
Georgia
$283K +$165 +1 +0.1%
VFA
954
Voya Financial Advisors
Connecticut
$283K -$38.1K -238 -12%
PEA
955
Park Edge Advisors
Ohio
$282K +$160 +1 +0.1%
WFA
956
Wells Financial Advisors
Massachusetts
$281K – – –
PFBT
957
Parkside Financial Bank & Trust
Missouri
$281K +$48.5K +304 +21%
RI
958
Ridgewood Investments
New Jersey
$279K -$1.6K -10 -0.6%
WCM
959
Weik Capital Management
Pennsylvania
$279K – – –
CWA
960
CM Wealth Advisors
Ohio
$279K – – –
IIC
961
Integrated Investment Consultants
Michigan
$276K – – –
GI
962
Gradient Investments
Minnesota
$275K +$9.09K +57 +3%
BIA
963
Bell Investment Advisors
California
$275K +$4.94K +31 +2%
MPCL
964
My Personal CFO LLC
Washington
$274K +$638 +4 +0.2%
SIC
965
Sterling Investment Counsel
New York
$273K +$10K +63 +4%
WF
966
WoodTrust Financial
Wisconsin
$273K +$7.82K +49 +3%
TA
967
TFG Advisers
Michigan
$272K -$3.35K -21 -1%
RWA
968
Ropes Wealth Advisors
Massachusetts
$272K +$39.1K +245 +17%
AWA
969
Amplius Wealth Advisors
Pennsylvania
$272K +$18.8K +118 +7%
HIGP
970
Hill Investment Group Partners
Missouri
$272K -$1.12K -7 -0.4%
LL
971
LPWM LLC
Minnesota
$272K +$29.3K +187 +12%
B
972
Bridgeworth
Alabama
$270K -$7.82K -49 -3%
HBW
973
Hazlett, Burt & Watson
West Virginia
$270K +$478 +3 +0.2%
OCM
974
Objective Capital Management
Ohio
$269K +$269K +1,685 New
KDA
975
Kraft Davis & Associates
Missouri
$268K -$244K -1,587 -48%
37 38
39
40 41