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
19.57%
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
Name Holding Trade Value Shares
Change
Shares
Change %
ANBT
1176
American National Bank & Trust
Texas
$14.8K +$3.99K +25 +37%
AFG
1177
Albion Financial Group
Utah
$14.5K
VWM
1178
Valley Wealth Managers
New Jersey
$14.3K
CT
1179
Clearstead Trust
Maine
$14K
TFA
1180
Transamerica Financial Advisors
Florida
$14K +$14K +84 New
EBA
1181
Eagle Bay Advisors
New York
$13.7K -$25K -157 -65%
WWP
1182
WR Wealth Planners
Missouri
$13.7K +$13.6K +85 +8,500%
RWPA
1183
Richard W. Paul & Associates
Michigan
$13.2K
DF
1184
DecisionPoint Financial
Arizona
$12.1K
RL
1185
Rogco LP
Oklahoma
$12K +$12K +75 New
USB
1186
Union Savings Bank
Connecticut
$12K
WB
1187
Webster Bank
Connecticut
$11.3K -$12.3K -77 -52%
CCMI
1188
Creative Capital Management Investments
California
$11.3K
RCM
1189
Raleigh Capital Management
North Carolina
$11.2K +$2.87K +18 +35%
DFA
1190
DHJJ Financial Advisors
Illinois
$10.1K +$10.1K +64 New
CB
1191
CNB Bank
Pennsylvania
$10K
ICM
1192
Intrepid Capital Management
Florida
$8.93K
MWP
1193
MYCIO Wealth Partners
Pennsylvania
$8.84K +$8.84K +55 New
DIP
1194
DT Investment Partners
Pennsylvania
$8.77K
NSG
1195
Nalls Sherbakoff Group
Tennessee
$8.77K
PC
1196
Pecaut & Co
Iowa
$8.52K
SS
1197
Sunbelt Securities
Texas
$8.29K -$15.3K -96 -65%
FGA
1198
Fortis Group Advisors
New Jersey
$8.29K +$8.29K +52 New
GG
1199
Gleason Group
Kentucky
$8.04K
BFO
1200
Biltmore Family Office
North Carolina
$7.89K