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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 %
QIM
151
Quest Investment Management
Oregon
$11.8M – – –
AWS
152
Atria Wealth Solutions
New York
$11.7M -$1.15M -7,199 -9%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$11.7M +$678K +4,251 +6%
FPIS
154
Financial Planning & Information Services
Wisconsin
$11.4M -$254K -1,590 -2%
NHC
155
Nicholas Hoffman & Company
Georgia
$11.3M +$587K +3,679 +5%
RFS
156
Retirement Financial Solutions
Tennessee
$11.3M +$1.64M +10,294 +17%
CA
157
Capital Advantage
California
$11.2M -$319 -2 -0%
AT
158
Arden Trust
Delaware
$11M +$11M +69,125 New
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$11M -$129K -808 -1%
SOWBOCOPL
160
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$11M – – –
FC
161
Family CFO
California
$11M +$307K +1,924 +3%
KL
162
KWMG LLC
Kansas
$10.9M +$512K +3,212 +5%
CTWM
163
Cherry Tree Wealth Management
Minnesota
$10.8M +$399K +2,500 +4%
EDRIA
164
Edmonds Duncan Registered Investment Advisors
Kansas
$10.8M +$865K +5,423 +9%
CWM
165
Capital Wealth Management
Rhode Island
$10.7M +$183K +1,145 +2%
TYCC
166
Texas Yale Capital Corp
Florida
$10.7M -$45.6K -286 -0.4%
WBG
167
Wharton Business Group
Pennsylvania
$10.6M -$372K -2,334 -3%
PPP
168
Private Portfolio Partners
New Jersey
$10.4M +$122K +763 +1%
EI
169
Ellevest Inc
New York
$10.3M -$2.93M -18,396 -22%
PP
170
Prosperity Planning
Missouri
$10.2M +$449K +2,815 +5%
PWM
171
Praetorian Wealth Management
California
$10M -$1.54M -9,639 -13%
JIC
172
Johnson Investment Counsel
Ohio
$10M -$89K -558 -0.9%
AWM
173
Apollon Wealth Management
South Carolina
$9.93M +$1.62M +10,153 +19%
SF
174
Safeguard Financial
Wisconsin
$9.91M +$2.04M +12,800 +26%
GFWA
175
Grey Fox Wealth Advisors
Delaware
$9.7M +$2.18M +13,655 +29%
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