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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 %
FFP
626
Forbes Financial Planning
Rhode Island
$1.29M +$680K +3,779 +111%
ACA
627
Aptus Capital Advisors
Alabama
$1.29M -$296K -1,646 -19%
GVAG
628
Great Valley Advisor Group
Delaware
$1.29M -$31.7K -176 -2%
FFN
629
Focus Financial Network
Minnesota
$1.29M +$78.1K +434 +6%
SWM
630
SeaCrest Wealth Management
New York
$1.29M -$75.6K -430 -6%
CSIA
631
Conrad Siegel Investment Advisors
Pennsylvania
$1.29M +$385K +2,137 +43%
IC
632
IEQ Capital
California
$1.28M +$285K +1,581 +29%
MGWA
633
Monument Group Wealth Advisors
Massachusetts
$1.28M +$1.28M +7,118 New
D
634
Dentgroup
Louisiana
$1.27M -$869K -4,830 -41%
SF
635
Synovus Financial
Georgia
$1.27M +$56.5K +313 +5%
RTL
636
Red Tortoise LLC
Georgia
$1.27M +$7.92K +44 +0.6%
HNB
637
Huntington National Bank
Ohio
$1.26M -$1.04M – –
AIM
638
Alhambra Investment Management
Florida
$1.26M +$73.4K +408 +6%
AA
639
Aire Advisors
California
$1.26M -$53.2K -295 -4%
GP
640
Girard Partners
Pennsylvania
$1.26M -$56.7K -315 -4%
TC
641
Trust Company
Kansas
$1.25M -$1.98K -11 -0.2%
LSA
642
Lion Street Advisors
Texas
$1.25M +$24.3K +135 +2%
FHC
643
Forest Hill Capital
Arkansas
$1.24M – – –
BCA
644
Bay Colony Advisors
Massachusetts
$1.24M +$105K +584 +9%
AFG
645
Atomi Financial Group
New York
$1.22M +$114K +632 +10%
LFA
646
Level Financial Advisors
New York
$1.22M -$11.9K -66 -1%
Citadel Advisors
647
Citadel Advisors
Florida
$1.21M -$15.1M -84,017 -93%
WB
648
WesBanco Bank
West Virginia
$1.2M -$707K -3,929 -37%
EE
649
EWG Elevate
California
$1.19M +$1.19M +6,610 New
PSF
650
Pacific Sun Financial
California
$1.19M +$3.6K +20 +0.3%
24 25
26
27 28