VBR icon

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 %
FA
651
Fermata Advisors
California
$1.18M -$115K -637 -9%
AIA
652
Ally Invest Advisors
North Carolina
$1.17M +$244K +1,358 +26%
JC
653
Jentner Corp
Ohio
$1.17M -$31.5K -175 -3%
LWM
654
Liberty Wealth Management
California
$1.17M -$1.96M -3,837 -63%
AA
655
Alesco Advisors
New York
$1.16M – – –
Bessemer Group
656
Bessemer Group
New Jersey
$1.16M -$54.9M -304,898 -98%
PCM
657
Parsons Capital Management
Rhode Island
$1.16M -$28.3K -157 -2%
MA
658
Mutual Advisors
Nebraska
$1.16M – – –
FB
659
Fulton Bank
Pennsylvania
$1.15M – – –
VFPW
660
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.14M +$1.14M +6,362 New
CCB
661
Country Club Bank
Missouri
$1.14M -$45.5K -250 -4%
Kayne Anderson Rudnick Investment Management
662
Kayne Anderson Rudnick Investment Management
California
$1.14M +$941K +5,226 +473%
CCM
663
Condor Capital Management
New Jersey
$1.13M -$7.56K -42 -0.7%
EWA
664
Evolution Wealth Advisors
Florida
$1.13M -$108K -600 -9%
WA
665
Waverly Advisors
Alabama
$1.13M -$18.4K -102 -2%
AIA
666
Alera Investment Advisors
Illinois
$1.12M – – –
CST
667
Charles Schwab Trust
Nevada
$1.12M +$1.12M +6,217 New
KAM
668
KEB Asset Management
Illinois
$1.12M -$7.02K -39 -0.6%
TDWM
669
Topel & Distasi Wealth Management
California
$1.12M -$96.1K -534 -8%
Wellington Management Group
670
Wellington Management Group
Massachusetts
$1.12M – – –
AIA
671
Arbor Investment Advisors
North Carolina
$1.11M +$349K +1,940 +46%
KNFPWM
672
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.11M +$1.11M +6,157 New
BFA
673
Beacon Financial Advisory
Ohio
$1.11M -$191K -1,040 -15%
ATWA
674
Arbor Trust Wealth Advisors
Michigan
$1.11M +$7.2K +40 +0.7%
HA
675
HC Advisors
Georgia
$1.1M -$216K -1,198 -16%
25 26
27
28 29