VBR icon

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.

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

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 Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$20.7M 129,775 +15,652 +14%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$20.6M 129,247 -5,164 -4%
NQWM
103
Northwest Quadrant Wealth Management
Oregon
$20.4M 127,823 +2,801 +2%
WIA
104
World Investment Advisors
California
$20M 125,146 +120,915 +2,858%
EWM
105
Empirical Wealth Management
Washington
$19.7M 123,670 -10,799 -8%
SC
106
Sepio Capital
Utah
$19.6M 123,161 +679 +0.6%
AC
107
Apella Capital
Connecticut
$19.4M 121,573 -13,743 -10%
AWM
108
AE Wealth Management
Kansas
$19.4M 121,559 +11,033 +10%
SIM
109
Studio Investment Management
Illinois
$19.3M 121,095 +9,937 +9%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$19.1M 120,065 +46,313 +63%
BWM
111
Brickley Wealth Management
California
$18.6M 116,450 -700 -0.6%
PPW
112
Pasadena Private Wealth
California
$18.3M 114,940 +6,455 +6%
JCM
113
Jacobsen Capital Management
Utah
$18.1M 113,659 +345 +0.3%
CCM
114
Carlson Capital Management
Minnesota
$18M 113,057 -611 -0.5%
PAG
115
Private Advisor Group
New Jersey
$16.1M 101,199 -2,891 -3%
AWM
116
Avior Wealth Management
Nebraska
$15.5M 97,326 +2,461 +3%
PFO
117
Pathstone Family Office
New Jersey
$15.3M 96,149 +66,492 +224%
BF
118
Brooklyn FI
New York
$15.3M 95,720 +6,164 +7%
AW
119
Avion Wealth
Texas
$15.2M 95,203 +1,458 +2%
KAS
120
Kestra Advisory Services
Texas
$15M 94,173 +22,762 +32%
TWP
121
Total Wealth Planning
Ohio
$15M 93,968 +78 +0.1%
LWP
122
LMG Wealth Partners
Louisiana
$14.7M 92,401 -5,160 -5%
ML
123
McAdam LLC
Pennsylvania
$14.6M 91,777 +11,671 +15%
GT
124
Glenmede Trust
Pennsylvania
$14.6M 91,369 -20,482 -18%
UOMF
125
University of Maryland Foundation
Maryland
$14.5M 91,176 – –
3 4
5
6 7