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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 %
WBC
551
West Branch Capital
Massachusetts
$1.79M -$22K -122 -1%
TFA
552
Tobias Financial Advisors
Florida
$1.78M – – –
CM
553
Columbus Macro
Pennsylvania
$1.77M -$27K -150 -1%
TP
554
Tranquility Partners
Tennessee
$1.77M -$149K -826 -8%
MSWM
555
McGlone Suttner Wealth Management
Wisconsin
$1.76M -$48.6K -270 -3%
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$419K +2,327 +31%
SQA
557
Simon Quick Advisors
New Jersey
$1.75M -$5.76K -32 -0.3%
WP
558
Wealthspan Partners
Iowa
$1.74M +$89.6K +498 +5%
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
$1.74M -$1.63M -9,038 -48%
CSWM
560
Cassady Schiller Wealth Management
Ohio
$1.73M -$720 -4 -0%
PAIM
561
Punch & Associates Investment Management
Minnesota
$1.73M +$795K +4,419 +85%
ORC
562
O'Rourke & Company
Massachusetts
$1.72M +$216K +1,200 +14%
GCA
563
Gradient Capital Advisors
California
$1.71M -$31.3K -174 -2%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$1.71M -$6.48K -36 -0.4%
MFG
565
Midwest Financial Group
Kansas
$1.7M +$416K +2,309 +32%
CW
566
Cooksen Wealth
Texas
$1.68M +$1.68M +9,362 New
CAG
567
Curtis Advisory Group
California
$1.67M +$61.9K +344 +4%
SCP
568
Stevens Capital Partners
Nebraska
$1.66M +$263K +1,463 +19%
PVI
569
Pine Valley Investments
New Jersey
$1.65M -$49.7K -276 -3%
MSWMA
570
Market Street Wealth Management Advisors
Indiana
$1.65M -$182K -1,012 -10%
HB
571
Horizon Bancorp
Indiana
$1.64M +$1.22M +6,766 +286%
MFG
572
MidWestOne Financial Group
Iowa
$1.64M +$283K +1,574 +21%
PD
573
Planning Directions
Pennsylvania
$1.62M -$3.24K -18 -0.2%
NFG
574
Nations Financial Group
Iowa
$1.6M +$33.3K +185 +2%
MA
575
MONECO Advisors
Connecticut
$1.58M +$39.6K +220 +3%
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