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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
Osaic Holdings
Arizona
$212M
2
Charles Schwab
Charles Schwab
California
$58.3M
3
Bank of America
Bank of America
North Carolina
$1.85B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$51M
5
CAN
Cetera Advisor Networks
California
$68.2M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$123K
2
EWA
EP Wealth Advisors
California
$4.53M
3
HMH
Hackensack Meridian Health
New Jersey
$124M
4
Morgan Stanley
Morgan Stanley
New York
$619M
5
UCFA
United Capital Financial Advisors
Texas
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
1201
Fuller & Thaler Asset Management
California
$7.57K -$3.54K -22 -32%
AIA
1202
Armor Investment Advisors
North Carolina
$7.34K -$6.54K -41 -47%
MWM
1203
Mascoma Wealth Management
New Hampshire
$6.38K – – –
HWM
1204
HighMark Wealth Management
Minnesota
$6.19K – – –
CWP
1205
Concord Wealth Partners
Virginia
$5.58K – – –
PPWM
1206
PFG Private Wealth Management
Florida
$5.42K – – –
MFC
1207
Morris Financial Concepts
South Carolina
$5.1K +$798 +5 +19%
GA
1208
GoalVest Advisory
New York
$4.47K +$4.47K +28 New
PWMG
1209
Prestige Wealth Management Group
New Jersey
$4.31K – – –
Legacy Financial Group (Iowa)
1210
Legacy Financial Group (Iowa)
Iowa
$3.83K +$3.83K +24 New
JMF
1211
Johnson Midwest Financial
Iowa
$3.35K – – –
NC
1212
NewSquare Capital
Pennsylvania
$3.19K -$11K -69 -78%
WOC
1213
West Oak Capital
California
$3K – – –
FIM
1214
FWL Investment Management
Texas
$2.87K +$2.87K +18 New
SIS
1215
Sound Income Strategies
Florida
$2.08K -$14.9K -93 -88%
GTAM
1216
Global Trust Asset Management
Florida
$2.07K – – –
CMP
1217
Coston McIsaac & Partners
Maine
$2K – – –
EWM
1218
EPG Wealth Management
Georgia
$1.91K – – –
NIC
1219
Northwest Investment Counselors
Oregon
$1.6K – – –
AC
1220
AlphaCore Capital
California
$1.6K – – –
MIM
1221
Macroview Investment Management
Maryland
$1.44K – – –
FP
1222
Financial Perspectives
Minnesota
$1.44K – – –
IBOK
1223
Independence Bank of Kentucky
Kentucky
$1.44K – – –
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
$1.12K – – –
DJSG
1225
D.J. St. Germain
Massachusetts
$957 – – –
47 48
49
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