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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 %
TFGT
751
TS Financial Group (TSFG)
Illinois
$837K -$165K -915 -16%
HWM
752
Hemington Wealth Management
Virginia
$833K -$4.14K -23 -0.5%
WKWM
753
Walter & Keenan Wealth Management
Indiana
$832K +$1.98K +11 +0.2%
AWM
754
Axxcess Wealth Management
California
$831K -$61.7K -343 -7%
SLT
755
St Louis Trust
Missouri
$826K – – –
FA
756
Financial Alternatives
California
$820K -$9K -50 -1%
BGA
757
Battery Global Advisors
Massachusetts
$818K +$818K +4,545 New
NAS
758
Nicolet Advisory Services
Wisconsin
$816K +$491K +2,794 +151%
OHWA
759
Oak Hill Wealth Advisors
Virginia
$809K +$16.9K +94 +2%
SAG
760
SageView Advisory Group
California
$797K -$150K -835 -16%
ODIJL
761
One Day In July LLC
Vermont
$794K +$21.8K +121 +3%
LFG
762
Larson Financial Group
Missouri
$789K -$122K -680 -13%
CCM
763
Canal Capital Management
Virginia
$789K – – –
DI
764
Disciplined Investments
Oklahoma
$779K +$16.9K +94 +2%
TC
765
TAP Consulting
Missouri
$778K +$34K +189 +5%
HSA
766
HBK Sorce Advisory
Pennsylvania
$776K +$408K +2,268 +111%
DWT
767
Dorsey & Whitney Trust
South Dakota
$776K +$70.5K +392 +10%
WH
768
Willner & Heller
California
$774K +$774K +4,300 New
NRG
769
Nemes Rush Group
Michigan
$770K +$180 +1 +0%
ACM
770
Armbruster Capital Management
New York
$765K – – –
DWA
771
Dougherty Wealth Advisers
Minnesota
$765K – – –
Allspring Global Investments
772
Allspring Global Investments
North Carolina
$763K -$33.8K -188 -4%
1IA
773
1834 Investment Advisors
Wisconsin
$757K +$132K +735 +21%
Neuberger Berman Group
774
Neuberger Berman Group
New York
$754K -$111K -616 -13%
AIM
775
Anchor Investment Management
South Carolina
$752K +$32.8K +182 +5%
29 30
31
32 33