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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 %
PAI
401
Pittenger & Anderson Inc
Nebraska
$3.27M -$360 -2 -0%
SWM
402
Spire Wealth Management
Virginia
$3.24M -$66.1K -377 -2%
RA
403
RFG Advisory
Alabama
$3.24M +$1.54M +8,557 +91%
FFO
404
Fiduciary Family Office
Florida
$3.21M +$3.21M +17,812 New
NWM
405
Northwest Wealth Management
Iowa
$3.2M -$106K -588 -3%
PFG
406
Pinnacle Financial Group
Illinois
$3.2M +$161K +897 +5%
3IP
407
3Chopt Investment Partners
Virginia
$3.19M -$266K -1,477 -8%
VIA
408
Vickerman Investment Advisors
Washington
$3.19M -$527K -2,926 -14%
AWA
409
Arkadios Wealth Advisors
Georgia
$3.18M +$597K +3,316 +23%
FWP
410
FAS Wealth Partners
Kansas
$3.17M -$26.6K -148 -0.8%
CA
411
CSM Advisors
Pennsylvania
$3.14M +$12.4K +69 +0.4%
IAA
412
Independent Advisor Alliance
North Carolina
$3.13M +$1.58M +9,288 +101%
GWM
413
Greenhouse Wealth Management
Connecticut
$3.13M +$3.96K +22 +0.1%
EFS
414
Essex Financial Services
Connecticut
$3.1M -$290K -1,609 -9%
WP
415
WealthShield Partners
North Carolina
$3.09M -$1.88M -10,444 -38%
NB
416
NBT Bank
New York
$3.04M +$3.04M +16,915 New
SC
417
Scotia Capital
Ontario, Canada
$3.01M +$228K +1,268 +8%
FCA
418
FinTrust Capital Advisors
South Carolina
$2.99M +$303K +1,686 +11%
NW
419
NewEdge Wealth
Pennsylvania
$2.99M +$285K +1,583 +11%
AFTS
420
American Financial & Tax Strategies
New York
$2.98M +$2.98M +16,560 New
ZC
421
Zeit Capital
Colorado
$2.93M -$262K -1,454 -8%
FWM
422
Forza Wealth Management
Florida
$2.93M -$500K -2,778 -15%
WRPWM
423
Werba Rubin Papier Wealth Management
California
$2.92M -$195K -1,081 -6%
MHIC
424
Marble Harbor Investment Counsel
Massachusetts
$2.91M +$124K +690 +4%
CDH
425
Charles D. Hyman
$2.89M – – –
15 16
17
18 19