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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 %
EFG
351
Everhart Financial Group
Ohio
$4.17M +$100K +557 +2%
EIM
352
Ervin Investment Management
Washington
$4.16M +$453K +2,516 +12%
Northern Trust
353
Northern Trust
Illinois
$4.13M +$70K +389 +2%
BRG
354
Bay Rivers Group
Virginia
$4.04M +$100K +557 +3%
ST
355
Sageworth Trust
Pennsylvania
$4.03M -$40.9K -227 -1%
Citigroup
356
Citigroup
New York
$4.03M -$661K -3,673 -14%
BDWCC
357
B&D White Capital Company
Texas
$4.02M +$4.02M +22,335 New
JWCA
358
J.W. Cole Advisors
Florida
$3.99M -$86.4K -480 -2%
SFM
359
Signet Financial Management
New Jersey
$3.99M -$86K -478 -2%
UB
360
UMB Bank
Missouri
$3.97M -$29.5K -164 -0.7%
FWP
361
Falcon Wealth Planning
California
$3.96M -$214K -1,188 -5%
VC
362
Veery Capital
Delaware
$3.96M -$27.5K -153 -0.7%
GJIA
363
Glass Jacobson Investment Advisors
Maryland
$3.94M +$1.21M +6,698 +44%
CB
364
Commerce Bank
Missouri
$3.9M +$507K +2,818 +15%
BAM
365
Beaumont Asset Management
Texas
$3.89M -$216K -1,200 -5%
NFC
366
Northeast Financial Consultants
Connecticut
$3.88M -$211K -1,174 -5%
MFG
367
Mainsail Financial Group
Washington
$3.82M +$258K +1,494 +7%
WIC
368
Willis Investment Counsel
Georgia
$3.77M -$163K -906 -4%
IA
369
IFP Advisors
Florida
$3.77M -$1.41M -7,852 -27%
MWA
370
Martel Wealth Advisors
Washington
$3.76M -$42.5K -236 -1%
RLWM
371
RF&L Wealth Management
Massachusetts
$3.73M -$13.9K -77 -0.4%
AOWM
372
Alpha Omega Wealth Management
Virginia
$3.73M -$29.3K -163 -0.8%
Millennium Management
373
Millennium Management
New York
$3.72M +$3.72M +20,681 New
ICG
374
InterOcean Capital Group
Tennessee
$3.71M +$2.16M +11,996 +139%
TI
375
Truepoint Inc
Ohio
$3.71M -$66.8K -371 -2%
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