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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,373 hedge funds and large institutions have $16.6B invested in Vanguard Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+146
Holders Change %
+11.9%
% of All Funds
20.13%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
218
Increased
500
Reduced
467
Closed
56
Calls
$31.7M
Puts
$6.14M
Net Calls
+$25.6M
Net Calls Change
+$19M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.54B
2
Goldman Sachs
2
Goldman Sachs
New York
$362M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$57.6M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$90.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$99.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.93B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$464M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$168M
5
UCFA
5
United Capital Financial Advisors
Texas
$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
226
Morningstar Investment Services
Illinois
$7.86M +$3.85M +21,164 +96%
MWM
227
Meridian Wealth Management
Kentucky
$7.71M +$953K +5,298 +14%
SFG
228
Sage Financial Group
Pennsylvania
$7.63M -$156K -866 -2%
PP
229
PrairieView Partners
Minnesota
$7.62M +$328K +1,821 +4%
FCM
230
Firestone Capital Management
Florida
$7.58M +$398K +2,213 +6%
FFA
231
Farther Finance Advisors
California
$7.54M +$4M +22,227 +113%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$7.52M +$5.64M +31,317 +299%
PWM
233
Perigon Wealth Management
California
$7.49M +$540K +2,999 +8%
QC
234
Quent Capital
New York
$7.37M +$273K +1,518 +4%
ODA
235
One Degree Advisors
California
$7.36M +$7.36M +42,122 New
JE
236
JMAC Enterprises
Pennsylvania
$7.35M +$680K +3,781 +10%
SWM
237
Sterling Wealth Management
Illinois
$7.29M +$7.29M +40,532 New
OFP
238
OLIO Financial Planning
Virginia
$7.28M -$12K -66 -0.2%
FCI
239
Financial Counselors Inc
Kansas
$7.24M -$452K -2,510 -6%
PA
240
Parallel Advisors
California
$7.22M -$484K -2,687 -6%
I
241
INVST
Indiana
$7.18M -$57.5K -328 -0.8%
PLU
242
Performa Ltd (US)
South Carolina
$7.16M +$914K +5,079 +15%
FCM
243
Fortis Capital Management
Washington
$7.16M +$34.2K +190 +0.5%
H
244
HoyleCohen
California
$7.14M +$218K +1,214 +3%
FHA
245
First Horizon Advisors
Tennessee
$7.14M -$20.2K -112 -0.3%
GI
246
Glovista Investments
New Jersey
$6.99M +$6.99M +38,816 New
AM
247
AGF Management
Ontario, Canada
$6.99M -$550K -3,055 -7%
TC
248
Tacita Capital
Ontario, Canada
$6.97M -$728K -4,045 -9%
SMWM
249
Silvia McColl Wealth Management
California
$6.95M +$128K +711 +2%
Brown Advisory
250
Brown Advisory
Maryland
$6.89M +$473K +2,629 +7%
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