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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,373 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 218 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

Holders
1,373
Holders Change
+146
Holders Change %
+11.9%
% of All Funds
20.13%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
218
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
1
Morgan Stanley
New York
$1.54B
2
Goldman Sachs
2
Goldman Sachs
New York
$362M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$57.6M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$90.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$99.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.93B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$464M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$168M
5
UCFA
5
United Capital Financial Advisors
Texas
$83M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAS
51
Mason Investment Advisory Services
Virginia
$50.6M 281,119 -3,095 -1%
MWM
52
Modera Wealth Management
New Jersey
$50.4M 279,987 +2,615 +0.9%
RIA
53
Retirement Investment Advisors
Oklahoma
$48.9M 271,724 -169,872 -38%
MAG
54
Mokosak Advisory Group
Iowa
$47.5M 263,688 +6,224 +2%
MML Investors Services
55
MML Investors Services
Massachusetts
$47.3M 262,575 +23,524 +10%
LNC
56
Lincoln National Corp
Pennsylvania
$46.9M 260,501 +10,167 +4%
BFA
57
Bragg Financial Advisors
North Carolina
$45.9M 254,828 +9,568 +4%
PAS
58
Park Avenue Securities
New York
$45.6M 253,609 +13,360 +6%
MGIA
59
Moneta Group Investment Advisors
Missouri
$45.6M 253,245 +41,184 +19%
ZF
60
Zhang Financial
Michigan
$44.2M 245,495 -7,711 -3%
CAM
61
Cresset Asset Management
Illinois
$43.7M 243,006 +21,503 +10%
Creative Planning
62
Creative Planning
Kansas
$43.6M 242,409 +1,057 +0.4%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$43.3M 240,438 +240,438 New
CFFP
64
Center for Financial Planning
Michigan
$42.6M 236,969 +21,075 +10%
EH
65
Equitable Holdings
New York
$42.4M 235,534 +35,417 +18%
Cerity Partners
66
Cerity Partners
New York
$41.8M 232,324 +100,357 +76%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$41.7M 231,905 -3,016 -1%
MWM
68
Merriman Wealth Management
Washington
$41.4M 230,287 -40,397 -15%
B
69
Bailard
California
$41.1M 228,133 +6,850 +3%
TSW
70
Thompson Siegel & Walmsley
Virginia
$40.6M 225,466 -186 -0.1%
Truist Financial
71
Truist Financial
North Carolina
$39.2M 217,899 -199 -0.1%
BSW
72
Buckingham Strategic Wealth
Missouri
$38.5M 213,717 +1,380 +0.6%
IWA
73
Inspirion Wealth Advisors
Illinois
$37.5M 208,849 +6,631 +3%
AI
74
Atria Investments
North Carolina
$36.7M 204,039 +174,214 +584%
WPW
75
Waldron Private Wealth
Pennsylvania
$36.2M 200,967 +10,679 +6%
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