VBR icon

Vanguard Small-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BCPWM
1101
Bradley & Co Private Wealth Management
Florida
$80.7K
HIIFS
1102
Harel Insurance Investments & Financial Services
Israel
$80K +$80K +500 New
RW
1103
RVW Wealth
California
$79.6K +$79.6K +499 New
Russell Investments Group
1104
Russell Investments Group
United Kingdom
$78.5K +$78.5K +492 New
TCA
1105
Trifecta Capital Advisors
Illinois
$77.8K +$21.2K +133 +37%
RPCA
1106
Running Point Capital Advisors
California
$71.5K +$67.9K +426 +1,936%
AWM
1107
Abound Wealth Management
Tennessee
$70.9K +$9.26K +58 +15%
BL
1108
Balentine LLC
Georgia
$65.1K
JFG
1109
JDM Financial Group
Texas
$64.6K
TH
1110
TCTC Holdings
Texas
$62.8K
BCMLT
1111
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.2K
DWMG
1112
DB Wealth Management Group
California
$60.1K -$50.9K -319 -46%
ECM
1113
EMC Capital Management
Texas
$60K -$348K -2,217 -85%
HGERS
1114
Householder Group Estate & Retirement Specialist
Arizona
$57.5K +$57.5K +360 New
PWM
1115
Provident Wealth Management
Tennessee
$56.9K
SSWM
1116
Sheets Smith Wealth Management
North Carolina
$54K +$54K +338 New
RLIM
1117
Red Lighthouse Investment Management
New York
$53.3K
FCAS
1118
First Command Advisory Services
Texas
$52.3K +$52.3K +328 New
VNA
1119
Valley National Advisers
Pennsylvania
$51K
SFM
1120
Systematic Financial Management
New Jersey
$50.1K +$43.7K +274 +685%
WT
1121
Washington Trust
Rhode Island
$49.4K +$19.1K +120 +63%
CA
1122
Crewe Advisors
Utah
$48K +$12.6K +79 +36%
BWS
1123
Buck Wealth Strategies
Colorado
$48K +$48K +301 New
OFG
1124
Oxford Financial Group
Indiana
$47.8K
JWA
1125
JFS Wealth Advisors
Pennsylvania
$47.8K +$6.22K +39 +15%