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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.

Holders
1,227
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.57%
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 Market Value Shares Shares
Change 		Shares
Change %
GFA
76
Gallagher Fiduciary Advisors
Illinois
$31.4M 197,120 +10,297 +6%
APG
77
Abacus Planning Group
South Carolina
$30.7M 192,397 +4,702 +3%
WPW
78
Waldron Private Wealth
Pennsylvania
$30.3M 190,288 -5,053 -3%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$29.9M 187,477 -14,474 -7%
MPM
80
MBB Public Markets
Illinois
$29.8M 187,014 – –
JFG
81
JMG Financial Group
Illinois
$29.6M 185,715 +5,856 +3%
2L
82
25 LLC
Missouri
$27.4M 171,990 -2,002 -1%
US Bancorp
83
US Bancorp
Minnesota
$26.9M 165,477 -763 -0.5%
SFP
84
Shepherd Financial Partners
Massachusetts
$26.2M 164,014 +2,669 +2%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$25.8M 161,610 +44,345 +38%
TWM
86
Tradition Wealth Management
Minnesota
$25.4M 159,019 +1,312 +0.8%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$24.7M 154,766 +8,283 +6%
OWA
88
Opal Wealth Advisors
New York
$23.8M 149,263 +146,138 +4,676%
Prudential Financial
89
Prudential Financial
New Jersey
$23.8M 149,251 -8,712 -6%
SWA
90
Strategies Wealth Advisors
Michigan
$22.9M 143,276 +7,268 +5%
CT
91
Coastline Trust
Rhode Island
$22.5M 141,054 -2,348 -2%
AMG
92
Asset Management Group
Connecticut
$22.2M 139,010 +1,443 +1%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$22M 137,919 -1,550 -1%
Comerica Bank
94
Comerica Bank
Texas
$21.8M 136,378 +136,378 New
WA
95
Wealth Architects
California
$21.6M 135,581 -4,280 -3%
MAM
96
Marotta Asset Management
Virginia
$21.4M 134,235 +1,134 +0.9%
BIA
97
BHK Investment Advisors
Alabama
$21.3M 133,746 +801 +0.6%
NA
98
NewEdge Advisors
Louisiana
$21.1M 132,549 +8,591 +7%
Cerity Partners
99
Cerity Partners
New York
$21M 131,967 -92,517 -41%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$20.7M 130,024 +6,546 +5%
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4
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