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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 %
BCI
576
Brinker Capital Investments
Pennsylvania
$1.58M +$112K +628 +8%
OPS
577
Orion Portfolio Solutions
Nebraska
$1.58M +$112K +628 +8%
WFS
578
Weitzel Financial Services
Iowa
$1.55M +$69.9K +387 +5%
SFA
579
Sequoia Financial Advisors
Ohio
$1.55M +$481K +2,674 +45%
GPA
580
Guidance Point Advisors
Massachusetts
$1.55M +$9.72K +54 +0.6%
MFS
581
McNamara Financial Services
Massachusetts
$1.55M -$8.1K -45 -0.5%
GRP
582
Global Retirement Partners
California
$1.55M -$43.5K -250 -3%
CIBC Private Wealth Group
583
CIBC Private Wealth Group
Georgia
$1.53M +$39.4K +219 +3%
JFG
584
Jefferies Financial Group
New York
$1.52M -$528K -2,935 -26%
CWAG
585
Compton Wealth Advisory Group
Virginia
$1.52M – – –
HR
586
Hardy Reed
Mississippi
$1.52M – – –
OCPWS
587
One Charles Private Wealth Services
Massachusetts
$1.52M +$156K +868 +11%
PWM
588
PBMares Wealth Management
Virginia
$1.5M -$20K -111 -1%
BMCM
589
Burns Matteson Capital Management
New York
$1.49M -$164K -912 -10%
CA
590
Continuum Advisory
Idaho
$1.48M -$1.84M -10,159 -55%
MFIM
591
Mesirow Financial Investment Management
Illinois
$1.48M +$1.48M +8,203 New
Empower Advisory Group
592
Empower Advisory Group
Colorado
$1.48M +$49.1K +273 +3%
SCG
593
Sonata Capital Group
Washington
$1.47M +$207K +1,150 +16%
FLPIM
594
F.L. Putnam Investment Management
Massachusetts
$1.46M -$112K -621 -7%
DB
595
Dravo Bay
Delaware
$1.46M -$86.9K -483 -6%
WS
596
Wedbush Securities
California
$1.44M +$4.5K +25 +0.3%
CFB
597
Cullen/Frost Bankers
Texas
$1.43M +$398K +2,211 +39%
CFO
598
Colony Family Offices
North Carolina
$1.42M +$1.42M +7,897 New
TFF
599
The Family Firm
Maryland
$1.42M +$5.22K +29 +0.4%
DAS
600
Dynamic Advisor Solutions
Arizona
$1.42M +$189K +1,076 +15%
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