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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,374 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 219 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,374
Holders Change
+147
Holders Change %
+11.98%
% of All Funds
20.14%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
219
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
+$843M
2
Goldman Sachs
Goldman Sachs
New York
+$163M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$57.6M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$54.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$43.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$155M
2
HMH
Hackensack Meridian Health
New Jersey
-$124M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.9M
4
Osaic Holdings
Osaic Holdings
Arizona
-$71M
5
UCFA
United Capital Financial Advisors
Texas
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
476
Cypress Capital
Tennessee
$2.35M -$5.76K -32 -0.2%
SFP
477
Sterling Financial Planning
New Jersey
$2.35M +$33.7K +187 +1%
FAN
478
Financial Advisors Network
California
$2.34M +$141K +782 +6%
BIP
479
Brandes Investment Partners
California
$2.34M +$2.11M +11,701 +916%
SC
480
SouthState Corp
Florida
$2.33M +$43.2K +240 +2%
EA
481
Eclectic Associates
California
$2.33M -$702K -3,899 -23%
RGC
482
Roberts, Glore & Co
Illinois
$2.33M -$4.5K -25 -0.2%
DPI
483
Diversified Portfolios Inc
Michigan
$2.31M -$1.55M -8,601 -40%
GWM
484
Geneos Wealth Management
Colorado
$2.31M +$29.3K +163 +1%
CW
485
CreativeOne Wealth
Kansas
$2.3M -$236K -1,313 -9%
MA
486
MAS Advisors
Florida
$2.3M -$72.5K -403 -3%
MMA
487
Miracle Mile Advisors
California
$2.3M -$741K -4,118 -24%
RPSA
488
Richard P. Slaughter Associates
Texas
$2.3M -$128K -714 -5%
MECA
489
Miller Equity Capital Advisors
Texas
$2.28M – – –
CPA
490
Capital Performance Advisors
California
$2.28M +$199K +1,104 +10%
BWA
491
BlueSky Wealth Advisors
North Carolina
$2.27M +$449K +2,493 +25%
AIM
492
Acropolis Investment Management
Missouri
$2.27M -$107K -595 -5%
CFAM
493
Center For Asset Management
Florida
$2.26M +$12.4K +69 +0.6%
NSIM
494
North Star Investment Management
Illinois
$2.26M +$89.8K +499 +4%
AFAS
495
Acorn Financial Advisory Services
Virginia
$2.25M +$49.2K +274 +2%
CA
496
Cambridge Associates
Massachusetts
$2.24M +$2.24M +12,423 New
MNBTD
497
Moody National Bank Trust Division
Texas
$2.24M +$2.24M +12,423 New
BBW
498
Blue Barn Wealth
Utah
$2.22M -$25K -139 -1%
KDA
499
Kraft Davis & Associates
Missouri
$2.2M +$1.89M +10,610 +609%
ANTB
500
AMG National Trust Bank
Colorado
$2.2M -$9K -50 -0.4%
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