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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 %
SPWM
1001
Schrum Private Wealth Management
Florida
$240K – – –
CT
1002
Colonial Trust
South Carolina
$240K – – –
SAM
1003
Summit Asset Management
Tennessee
$239K – – –
WCWM
1004
Willow Creek Wealth Management
California
$238K -$3.03K -19 -1%
GW
1005
GW & Wade
Massachusetts
$237K +$10.4K +65 +5%
PG
1006
Proffitt & Goodson
Tennessee
$236K – – –
TSWM
1007
Tyler-Stone Wealth Management
Ohio
$236K -$12.9K -81 -5%
KWMG
1008
King Wealth Management Group
Florida
$233K +$21.5K +135 +10%
HAS
1009
Holland Advisory Services
Florida
$232K -$17.9K -112 -7%
WIM
1010
Warwick Investment Management
Texas
$230K – – –
MWM
1011
Melfa Wealth Management
Massachusetts
$227K -$25.4K -159 -10%
C
1012
CEDRUS
Colorado
$227K -$1.12M -7,004 -83%
AWM
1013
Accel Wealth Management
Iowa
$227K – – –
RF
1014
RHS Financial
California
$226K +$226K +1,415 New
CAM
1015
Columbia Asset Management
Michigan
$225K – – –
TFM
1016
TFC Financial Management
Massachusetts
$225K -$125K -784 -36%
WHCI
1017
W.H. Cornerstone Investments
Massachusetts
$224K +$1.28K +8 +0.6%
CB
1018
Community Bank
New York
$223K – – –
FFA
1019
First Foundation Advisors
California
$223K -$82.1K -515 -27%
CAS
1020
Coppell Advisory Solutions
Texas
$223K -$16.2K -102 -7%
SFG
1021
StrategIQ Financial Group
Indiana
$222K – – –
CRC
1022
Curi RMB Capital
Illinois
$222K +$16.1K +101 +8%
FHC
1023
First Heartland Consultants
Missouri
$221K +$3.35K +21 +2%
KWS
1024
Keystone Wealth Services
California
$219K – – –
DP
1025
Dearborn Partners
Illinois
$219K +$219K +1,372 New
39 40
41
42 43