VBR icon

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 %
SIA
251
Spectrum Investment Advisors
Wisconsin
$6.87M +$6.87M +38,196 New
AllianceBernstein
252
AllianceBernstein
Tennessee
$6.84M +$428K +2,377 +7%
NHC
253
Nicholas Hoffman & Company
Georgia
$6.75M -$5.98M -33,245 -47%
CM
254
Cornerstone Management
Georgia
$6.69M -$541K -3,004 -7%
AIS
255
American Investment Services
Massachusetts
$6.66M -$63K -350 -0.9%
ST
256
Spinnaker Trust
Maine
$6.61M -$41.9K -233 -0.6%
CC
257
Courier Capital
New York
$6.6M -$108K -598 -2%
BI
258
Berkeley Inc
Idaho
$6.56M -$359K -1,996 -5%
EWA
259
EP Wealth Advisors
California
$6.55M +$1.44M +8,007 +28%
NFW
260
Noble Family Wealth
Florida
$6.42M +$51.3K +285 +0.8%
TPI
261
Trust Point Inc
Wisconsin
$6.39M +$6.39M +35,506 New
NJIM
262
Nabity-Jensen Investment Management
Nebraska
$6.33M +$6.33M +35,164 New
First Manhattan
263
First Manhattan
New York
$6.32M +$67.1K +373 +1%
GCM
264
Granby Capital Management
Florida
$6.3M – – –
RFA
265
RTD Financial Advisors
Pennsylvania
$6.27M -$332K -1,845 -5%
AWA
266
Arbor Wealth Advisors
Michigan
$6.25M +$6.25M +34,736 New
BRWA
267
B. Riley Wealth Advisors
Florida
$6.21M -$972K -5,402 -14%
DC
268
Davenport & Co
Virginia
$6.19M +$640K +3,558 +12%
QWP
269
Quotient Wealth Partners
Texas
$6.1M +$6.1M +33,875 New
VCAM
270
Van Cleef Asset Management
Ohio
$6.02M -$87.1K -484 -1%
LIA
271
LifePlan Investment Advisors
North Carolina
$6M +$158K +880 +3%
AWE
272
Avidian Wealth Enterprises
Texas
$5.99M -$1.44M -7,996 -19%
JIC
273
Joel Isaacson & Co
New York
$5.98M +$330K +1,836 +6%
CWA
274
Cornerstone Wealth Advisors
Minnesota
$5.97M +$360K +1,999 +6%
TIM
275
Tortoise Investment Management
New York
$5.91M +$42.3K +235 +0.7%
9 10
11
12 13