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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
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 %
AAS
1251
Annex Advisory Services
Wisconsin
– -$282K -1,702 Closed
WI
1252
Wintrust Investments
Illinois
– -$244K -1,478 Closed
PIA
1253
Pinion Investment Advisors
Kansas
– -$244K -1,476 Closed
PWP
1254
Perfromance Wealth Partners
Illinois
– -$230K -1,399 Closed
FCBT
1255
First Citizens Bank & Trust
North Carolina
– -$231K -1,398 Closed
SAM
1256
Smithbridge Asset Management
Pennsylvania
– -$229K -1,385 Closed
DWM
1257
Destination Wealth Management
California
– -$217K -1,312 Closed
SCM
1258
Shelton Capital Management
Colorado
– -$217K -1,310 Closed
RPG
1259
Resource Planning Group
Georgia
– -$213K -1,289 Closed
DCM
1260
Dimension Capital Management
Florida
– -$208K -1,258 Closed
FPCG
1261
Forum Private Client Group
Indiana
– -$208K -1,257 Closed
B
1262
BetterWealth
California
– -$206K -1,246 Closed
NEPWA
1263
New England Private Wealth Advisors
Massachusetts
– -$206K -1,245 Closed
RCAG
1264
Rehmann Capital Advisory Group
Michigan
– -$205K -1,241 Closed
HCA
1265
Harbour Capital Advisors
Virginia
– -$206K -1,237 Closed
VBWMG
1266
Von Berge Wealth Management Group
California
– -$203K -1,229 Closed
JAFL
1267
Jay A. Fishman Ltd
Michigan
– -$203K -1,225 Closed
ASI
1268
Advisory Services & Investments
Oregon
– -$202K -1,221 Closed
IFO
1269
Independent Family Office
New York
– -$201K -1,217 Closed
SDWMA
1270
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$201K -1,216 Closed
SEP
1271
Southland Equity Partners
Missouri
– -$201K -1,214 Closed
CWR
1272
Chico Wealth RIA
California
– -$200K -1,210 Closed
HS
1273
Horan Securities
United States
– -$143K -864 Closed
FA
1274
Fiduciary Alliance
South Carolina
– -$98.2K -594 Closed
IGWM
1275
ICA Group Wealth Management
Colorado
– -$63.3K -383 Closed
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