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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 %
CWM
176
Congress Wealth Management
Massachusetts
$9.46M +$9.46M +59,328 New
MWA
177
Moser Wealth Advisors
Washington
$9.36M +$128K +802 +1%
DADC
178
D.A. Davidson & Co
Montana
$9.36M +$256K +1,604 +3%
BTIM
179
BancFirst Trust & Investment Management
Oklahoma
$9.35M +$3.5M +21,860 +60%
HCMT
180
Highland Capital Management (Tennessee)
Tennessee
$9.33M -$140K -878 -1%
BCM
181
Brookstone Capital Management
Illinois
$9.31M -$1.97M -12,776 -17%
PPW
182
Presilium Private Wealth
Pennsylvania
$9.25M +$261K +1,636 +3%
DBT
183
Dubuque Bank & Trust
Iowa
$9.18M +$555K +3,480 +6%
SIA
184
Strategic Investment Advisors
Michigan
$9.01M -$8.85M -55,503 -50%
FOFP
185
Fee-Only Financial Planning
South Carolina
$8.9M +$116K +725 +1%
William Blair & Company
186
William Blair & Company
Illinois
$8.85M +$1.26M +7,895 +17%
ONB
187
Old National Bancorp
Indiana
$8.85M -$839K -5,261 -9%
BFS
188
Bradley Foster & Sargent
Connecticut
$8.65M – – –
WAM
189
Weinberger Asset Management
California
$8.6M +$134K +840 +2%
AFS
190
Annapolis Financial Services
Maryland
$8.59M -$11.3K -71 -0.1%
SPIA
191
Steward Partners Investment Advisory
New York
$8.59M +$853K +5,348 +11%
EC
192
Estate Counselors
Wisconsin
$8.53M -$9.38M -58,795 -52%
WANY
193
Wealthspire Advisors (New York)
New York
$8.35M -$321K -2,011 -4%
RZH
194
Relyea Zuckerberg Hanson
Connecticut
$8.34M -$733K -4,599 -8%
M&T Bank
195
M&T Bank
New York
$8.33M +$85.3K +535 +1%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$8.29M -$2.13M -13,378 -20%
BWFA
197
Baltimore-Washington Financial Advisors
Maryland
$8.29M +$118K +742 +1%
CPA
198
Cardiff Park Advisors
California
$8.25M +$263K +1,647 +3%
WIC
199
Whitegate Investment Counselors
New Hampshire
$8.16M +$118K +739 +1%
CAWM
200
Capital Advisors Wealth Management
Washington
$8.12M +$96.2K +603 +1%
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