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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 %
RBFC
1026
Roman Butler Fullerton & Co
Missouri
$218K -$20.8K -134 -9%
MRWM
1027
ML&R Wealth Management
Texas
$216K +$216K +1,354 New
MIA
1028
Milestone Investment Advisors
Wisconsin
$215K – – –
WCAMG
1029
Woodard & Company Asset Management Group
North Carolina
$215K – – –
GWM
1030
Gray Wealth Management
Maine
$215K – – –
IAG
1031
Investment Advisory Group
Massachusetts
$214K – – –
WAG
1032
Winthrop Advisory Group
Massachusetts
$213K +$10.2K +64 +5%
LWM
1033
LJI Wealth Management
Indiana
$213K +$319 +2 +0.1%
SFMG
1034
Sage Financial Management Group
Virginia
$213K +$213K +1,334 New
CIAS
1035
Capital Investment Advisory Services
North Carolina
$211K +$40K +251 +23%
AFO
1036
Arrowroot Family Office
California
$211K -$72.9K -457 -26%
RA
1037
Rise Advisors
New York
$211K -$297K -1,864 -58%
WP
1038
Westmount Partners
California
$210K +$478 +3 +0.2%
S
1039
SignatureFD
Georgia
$210K -$58.4K -366 -22%
CA
1040
Claris Advisors
Missouri
$210K +$210K +1,315 New
SCM
1041
Sebold Capital Management
Illinois
$209K – – –
PCM
1042
Passive Capital Management
Maryland
$208K +$208K +1,307 New
DT
1043
Diversified Trust
Tennessee
$206K +$206K +1,290 New
FCH
1044
Freestone Capital Holdings
Washington
$206K – – –
RMDI
1045
R.M. Davis Inc
Maine
$205K – – –
TDC
1046
Thompson Davis & Co
Virginia
$205K -$36.5K -229 -15%
FLA
1047
Financial Life Advisors
Texas
$204K – – –
BIP
1048
Brandes Investment Partners
California
$204K +$204K +1,278 New
LPAM
1049
Lodestar Private Asset Management
California
$204K +$3.19K +20 +2%
AA
1050
Addison Advisors
Vermont
$203K -$20.7K -130 -9%
40 41
42
43 44