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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 %
NDSI
601
Newman Dignan & Sheerar Inc
Rhode Island
$1.42M -$4.68K -26 -0.3%
PBF
602
Petix & Botte Financial
California
$1.42M -$79.4K -441 -5%
PCP
603
Proficio Capital Partners
Massachusetts
$1.41M – – –
TPCW
604
TD Private Client Wealth
New York
$1.41M +$86.9K +483 +7%
BCG
605
Breakwater Capital Group
New Jersey
$1.41M -$257K -1,445 -15%
BF
606
BOK Financial
Oklahoma
$1.41M +$181K +1,007 +15%
TCOV
607
Trust Company of Vermont
Vermont
$1.39M -$16.9K -94 -1%
ECG
608
Edge Capital Group
Georgia
$1.38M +$3.96K +22 +0.3%
CA
609
Clearstead Advisors
Ohio
$1.37M -$1.13M -6,298 -45%
BEAM
610
Baker Ellis Asset Management
Washington
$1.37M -$144K -800 -10%
SW
611
SVB Wealth
Massachusetts
$1.36M +$393K +2,183 +41%
CD
612
Chapin Davis
Maryland
$1.36M +$52.6K +292 +4%
SHFA
613
SC&H Financial Advisors
Maryland
$1.35M +$23.9K +133 +2%
CFGS
614
Concourse Financial Group Securities
Alabama
$1.35M -$87.5K -486 -6%
MPW
615
MGO Private Wealth
California
$1.35M +$17.6K +98 +1%
TFS
616
Thoroughbred Financial Services
Tennessee
$1.35M +$66.6K +370 +5%
CAG
617
Csenge Advisory Group
Florida
$1.34M +$115K +640 +9%
GA
618
GFS Advisors
Texas
$1.33M -$7.56K -42 -0.6%
AF
619
Apollon Financial
South Carolina
$1.32M +$1.32M +7,324 New
SPC
620
Sigma Planning Corp
Michigan
$1.31M -$1.99M -11,065 -60%
CMBA
621
C.M. Bidwell & Associates
Hawaii
$1.31M -$900 -5 -0.1%
Financial Engines Advisors
622
Financial Engines Advisors
California
$1.31M +$300K +1,665 +30%
KWM
623
Kingsview Wealth Management
Oregon
$1.31M -$484K -2,690 -27%
GSWM
624
Greenup Street Wealth Management
Michigan
$1.31M +$273K +1,515 +26%
SWM
625
Schwallier Wealth Management
Michigan
$1.31M +$1.31M +7,257 New
23 24
25
26 27