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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 %
SS
676
Simplicity Solutions
Minnesota
$1.1M -$119K -661 -10%
SFP
677
Strategic Financial Partners
Oregon
$1.1M -$38.7K -215 -3%
JWM
678
Janiczek Wealth Management
Colorado
$1.09M -$3.06K -17 -0.3%
HCM
679
Hall Capital Management
Rhode Island
$1.09M +$43.9K +244 +4%
CPA
680
Clear Point Advisors
New York
$1.07M +$1.07M +5,647 New
IA
681
Insight Advisors
Pennsylvania
$1.06M -$11.5K -64 -1%
LC
682
Lindbrook Capital
California
$1.06M -$363K -2,017 -26%
WCM
683
Winthrop Capital Management
Indiana
$1.05M +$1.05M +5,862 New
JCM
684
Jacobi Capital Management
Pennsylvania
$1.05M -$48.2K -268 -4%
Lido Advisors
685
Lido Advisors
California
$1.05M -$117K -649 -10%
PIA
686
Perennial Investment Advisors
California
$1.04M +$1.98K +11 +0.2%
WFAG
687
Wescott Financial Advisory Group
Pennsylvania
$1.04M -$44.1K -245 -4%
CIC
688
Carnegie Investment Counsel
Ohio
$1.04M +$269K +1,496 +35%
WA
689
Wambolt & Associates
Colorado
$1.03M -$212K -1,176 -17%
BP
690
Ballentine Partners
Massachusetts
$1.03M -$24.3K -135 -2%
CCG
691
Chatham Capital Group
Georgia
$1.03M – – –
IGGA
692
Iron Gate Global Advisors
Utah
$1.02M – – –
FGAM
693
Financial Gravity Asset Management
Texas
$1.01M +$1M +845 +14,083%
HP
694
Holistic Planning
Texas
$1.01M +$1.01M +5,599 New
MWM
695
Meritas Wealth Management
California
$1M +$540 +3 +0.1%
MFT
696
Moisand Fitzgerald Tamayo
Florida
$1M -$3.96K -22 -0.4%
USCWA
697
U.S. Capital Wealth Advisors
Texas
$998K -$31.5K -175 -3%
BOH
698
Bank of Hawaii
Hawaii
$986K +$205K +1,138 +26%
IFWM
699
Institute for Wealth Management
Colorado
$985K +$27.5K +153 +3%
ATI
700
ARK & TLK Investments
Oklahoma
$982K +$982K +5,458 New
26 27
28
29 30