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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
19.57%
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 %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$14.5M +$111K +699 +0.8%
Citadel Advisors
127
Citadel Advisors
Florida
$14.5M +$12.5M +78,274 +628%
PIFP
128
Partners in Financial Planning
Virginia
$14.4M +$661K +4,147 +5%
CCA
129
Checchi Capital Advisers
California
$14M +$5.68M +35,629 +68%
AAS
130
Avantax Advisory Services
Texas
$13.7M +$1.53M +9,589 +13%
SWM
131
Shakespeare Wealth Management
Wisconsin
$13.3M +$71.5K +448 +0.5%
KBFS
132
Kohmann Bosshard Financial Services
Ohio
$13.3M +$268K +1,682 +2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$13.2M +$596K +3,739 +5%
FPAS
134
Focus Partners Advisor Solutions
Missouri
$13.1M -$1.55M -9,705 -11%
BPA
135
Beacon Pointe Advisors
California
$13M +$5.49M +34,416 +73%
BWP
136
Baldwin Wealth Partners
Massachusetts
$12.9M +$275K +1,725 +2%
AWAG
137
ARS Wealth Advisors Group
Florida
$12.9M -$106K -662 -0.8%
CFSG
138
Community Financial Services Group
Vermont
$12.9M +$12.9M +80,576 New
TFP
139
TrueWealth Financial Partners
Washington
$12.8M +$514K +3,221 +4%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$12.7M +$953K +5,976 +8%
AA
141
Ancora Advisors
Ohio
$12.7M -$80.2K -503 -0.6%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$12.5M +$23.9K +150 +0.2%
BC
143
Bartlett & Co
Ohio
$12.5M +$23.9K +150 +0.2%
RVPG
144
Relative Value Partners Group
$12.5M -$4.42M -27,738 -26%
OWA
145
Octavia Wealth Advisors
Ohio
$12.3M +$502K +3,147 +4%
NECFA
146
New England Capital Financial Advisors
Connecticut
$12.3M +$131K +821 +1%
FSWA
147
Financial Synergies Wealth Advisors
Texas
$12.1M -$587K -3,682 -5%
PFM
148
Phillips Financial Management
Indiana
$12M -$60.3K -378 -0.5%
BFA
149
BBJS Financial Advisors
Washington
$12M +$806K +5,055 +7%
AWA
150
Aaron Wealth Advisors
Illinois
$11.9M +$744K +4,667 +7%
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