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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.

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
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$95.9M
3
Charles Schwab
3
Charles Schwab
California
$58.3M
4
Bank of America
4
Bank of America
North Carolina
$1.85B
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$51M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$123K
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$0
3
EWA
3
EP Wealth Advisors
California
$4.53M
4
HMH
4
Hackensack Meridian Health
New Jersey
$124M
5
Morgan Stanley
5
Morgan Stanley
New York
$619M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.85B 11,596,494 +334,160 +3%
Betterment LLC
2
Betterment LLC
New York
$1.28B 7,999,321 +79,898 +1%
Morgan Stanley
3
Morgan Stanley
New York
$619M 3,882,784 -311,634 -7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$522M 3,275,707 -41,368 -1%
AssetMark Inc
5
AssetMark Inc
California
$506M 3,171,149 +40,267 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$484M 3,033,685 -101,467 -3%
UBS Group
7
UBS Group
Switzerland
$256M 1,602,904 -90,039 -5%
Wells Fargo
8
Wells Fargo
California
$248M 1,554,393 -171,147 -10%
MG
9
Mather Group
Illinois
$230M 1,442,942 -29,131 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$212M 1,330,090 +894,400 +205%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$205M 1,283,436 -12,922 -1%
SEI Investments
12
SEI Investments
Pennsylvania
$184M 1,154,891 +49,114 +4%
Goldman Sachs
13
Goldman Sachs
New York
$176M 1,103,434 +41,240 +4%
LPL Financial
14
LPL Financial
California
$172M 1,077,461 -14,996 -1%
CL
15
Choreo LLC
Illinois
$151M 944,444 +12,250 +1%
HighTower Advisors
16
HighTower Advisors
Illinois
$133M 833,191 +6,843 +0.8%
UCFA
17
United Capital Financial Advisors
Texas
$126M 791,995 -174,077 -18%
HMH
18
Hackensack Meridian Health
New Jersey
$124M 780,201 -372,403 -32%
AL
19
Aspiriant LLC
California
$116M 724,836 +1,262 +0.2%
Ameriprise
20
Ameriprise
Minnesota
$113M 711,005 -19,241 -3%
AF
21
Allworth Financial
California
$109M 683,540 -2,628 -0.4%
EA
22
Efficient Advisors
Ohio
$101M 632,410 -17,205 -3%
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$95.9M 601,439 +601,439 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$95.5M 598,712 +2,727 +0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$87.5M 548,578 -19,428 -3%
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