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.

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

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 %
KHC
1226
Koesten Hirschmann & Crabtree
Kansas
$950 +$317 +2 +50%
YAL
1227
Your Advocates Ltd
Texas
$797 +$797 +5 New
LF
1228
Lee Financial
Texas
$638 – – –
RFA
1229
Register Financial Advisors
Georgia
$319 – – –
TAIM
1230
TD Ameritrade Investment Management
Nebraska
– -$67.9M -410,317 Closed
BCM
1231
BlueCrest Capital Management
Jersey
– -$15M -90,983 Closed
AA
1232
ALPS Advisors
Colorado
– -$11.1M -67,389 Closed
V
1233
Veritable
Delaware
– -$10.5M -63,283 Closed
PG
1234
Prostatis Group
Maryland
– -$51.3K -50,501 Closed
GI
1235
Glovista Investments
New Jersey
– -$7.36M -44,526 Closed
TA
1236
TFB Advisors
Kansas
– -$4.83M -29,218 Closed
BFS
1237
Bard Financial Services
Connecticut
– -$4.07M -24,628 Closed
HI
1238
HBK Investments
Texas
– -$2.54M -15,358 Closed
PA
1239
Prossimo Advisors
California
– -$1.99M -12,022 Closed
FIA
1240
Foundations Investment Advisors
Arizona
– -$1.94M -11,717 Closed
VWA
1241
V Wealth Advisors
Kansas
– -$1.36M -8,199 Closed
WAM
1242
WNY Asset Management
New York
– -$1.25M -7,530 Closed
AWA
1243
Arete Wealth Advisors
Illinois
– -$1.01M -6,111 Closed
PK
1244
Pflug Koory
Nebraska
– -$460K -2,782 Closed
MCA
1245
Magnolia Capital Advisors
Mississippi
– -$435K -2,630 Closed
TH
1246
Team Hewins
California
– -$376K -2,271 Closed
SHFP
1247
Second Half Financial Partners
Florida
– -$361K -2,183 Closed
BAM
1248
Belpointe Asset Management
Nevada
– -$313K -1,895 Closed
FCA
1249
Fortis Capital Advisors
Kansas
– -$313K -1,895 Closed
WCA
1250
Westover Capital Advisors
Delaware
– -$303K -1,832 Closed
48 49
50
51 52