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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 %
PA
526
Probity Advisors
Texas
$1.92M +$199K +1,106 +12%
PCMC
527
Paragon Capital Management (Colorado)
Colorado
$1.91M -$4.98M -27,648 -72%
RIA
528
Regal Investment Advisors
Michigan
$1.91M +$98.4K +547 +5%
CSPIA
529
Cary Street Partners Investment Advisory
Virginia
$1.91M -$83.9K -466 -4%
MFG
530
Magnus Financial Group
New York
$1.91M -$182K -1,014 -9%
TFP
531
Triune Financial Partners
Kansas
$1.91M -$75.6K -420 -4%
NOI
532
Newton One Investments
Delaware
$1.89M +$121K +674 +7%
MGW
533
MB Generational Wealth
Washington
$1.86M +$1.86M +10,346 New
CSB
534
City State Bank
Iowa
$1.86M -$95.9K -533 -5%
PMG
535
ProVise Management Group
Florida
$1.85M +$180 +1 +0%
HI
536
Harbour Investments
Wisconsin
$1.85M +$594K +3,300 +47%
FLI
537
Family Legacy Inc
South Carolina
$1.85M -$121K -672 -6%
ECM
538
Elgethun Capital Management
South Dakota
$1.84M +$8.64K +48 +0.5%
ADL
539
Asset Dedication LLC
California
$1.84M +$200K +1,112 +12%
BWM
540
Baystate Wealth Management
Massachusetts
$1.84M -$39.6K -220 -2%
ATC
541
Argent Trust Co
Tennessee
$1.83M -$50.4K -280 -3%
FA
542
Faithward Advisors
Pennsylvania
$1.82M -$457K -2,619 -20%
GBT
543
Grove Bank & Trust
Florida
$1.81M +$141K +784 +8%
EAM
544
Evanson Asset Management
California
$1.81M +$86.7K +482 +5%
1WA
545
180 Wealth Advisors
Washington
$1.81M -$1.98K -11 -0.1%
CCWA
546
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M -$63.5K -353 -3%
DSC
547
Duncker Streett & Co
Missouri
$1.79M -$134K -742 -7%
RWG
548
Ratio Wealth Group
Colorado
$1.79M -$2M -11,130 -53%
MSF
549
Mustard Seed Financial
Arkansas
$1.79M +$1.79M +9,944 New
Victory Capital Management
550
Victory Capital Management
Texas
$1.79M -$286K -1,590 -14%
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