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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.93B
2
HMH
Hackensack Meridian Health
New Jersey
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$464M
4
Osaic Holdings
Osaic Holdings
Arizona
$168M
5
UCFA
United Capital Financial Advisors
Texas
$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
326
Ameritas Advisory Services
Nebraska
$4.6M -$187K -1,036 -4%
TC
327
Tenret Company
Florida
$4.58M +$4.58M +25,447 New
APP
328
Avantax Planning Partners
Iowa
$4.56M +$475K +2,641 +12%
AFP
329
Ausdal Financial Partners
Iowa
$4.52M +$19.3K +107 +0.4%
AF
330
Advisornet Financial
Minnesota
$4.51M +$131K +726 +3%
BOPW
331
Brandywine Oak Private Wealth
Pennsylvania
$4.5M +$104K +576 +2%
LSA
332
Lansing Street Advisors
Pennsylvania
$4.5M +$4.5M +24,983 New
RJT
333
Raymond James Trust
Florida
$4.47M +$71.4K +397 +2%
IWM
334
IHT Wealth Management
Illinois
$4.47M -$366K -2,036 -8%
WFP
335
Wrenne Financial Planning
Kentucky
$4.46M +$4.46M +24,777 New
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44M -$127K -708 -3%
WCM
337
Windham Capital Management
Massachusetts
$4.43M +$28.1K +156 +0.6%
BJL
338
Brighton Jones LLC
Washington
$4.42M -$167K -927 -4%
CI
339
CX Institutional
Indiana
$4.42M -$612K -3,402 -12%
ACM
340
Advisors Capital Management
New Jersey
$4.4M +$723K +4,020 +20%
KSWA
341
Kathleen S. Wright Associates
Pennsylvania
$4.39M -$72K -401 -2%
ML
342
Mayport LLC
Massachusetts
$4.35M +$250K +1,391 +6%
BSWA
343
Bromfield Sneider Wealth Advisors
Massachusetts
$4.33M +$4.5K +25 +0.1%
RFC
344
Regions Financial Corp
Alabama
$4.31M +$3.56M +19,796 +478%
NL
345
NWAM LLC
Washington
$4.26M +$1.59M +8,814 +59%
SFG
346
SNS Financial Group
Minnesota
$4.26M -$325K -1,806 -7%
AAP
347
Arax Advisory Partners
Colorado
$4.25M +$275K +1,530 +7%
WT
348
Whittier Trust
California
$4.24M -$173K -963 -4%
FAIM
349
Financial Advocates Investment Management
Washington
$4.2M +$1.7M +8,408 +68%
TF
350
Theory Financial
Colorado
$4.19M +$87.3K +485 +2%
12 13
14
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