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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 %
MFA
776
McClarren Financial Advisors
Pennsylvania
$746K -$39.4K -219 -5%
VWA
777
Visionary Wealth Advisors
Illinois
$741K -$4.86M -27,003 -87%
MWM
778
Mission Wealth Management
California
$740K +$112K +622 +18%
FOA
779
Five Oceans Advisors
California
$739K -$8.28K -46 -1%
BWP
780
BSW Wealth Partners
Colorado
$737K +$100K +558 +16%
CWM
781
Collaborative Wealth Management
Florida
$736K -$25.9K -144 -3%
AWP
782
Accretive Wealth Partners
New Jersey
$730K +$21.2K +118 +3%
SWRP
783
Summit Wealth & Retirement Planning
California
$728K +$180 +1 +0%
FFS
784
Founders Financial Securities
Maryland
$727K +$278K +1,542 +62%
SWA
785
Stratos Wealth Advisors
Ohio
$723K +$71.5K +397 +11%
DBRC
786
D.B. Root & Company
Pennsylvania
$713K – – –
CJ
787
Caitlin John
Michigan
$712K +$712K +3,956 New
GIA
788
Gladstone Institutional Advisory
Florida
$712K +$65.5K +364 +10%
SWM
789
Soundmark Wealth Management
Washington
$710K +$1.26K +7 +0.2%
PPA
790
Painted Porch Advisors
California
$700K +$700K +3,888 New
AFG
791
Altiora Financial Group
Ohio
$695K +$259K +1,441 +60%
JCIA
792
Jackson Creek Investment Advisors
Colorado
$692K – – –
CGL
793
Clarius Group LLC
Washington
$690K – – –
PWP
794
Precedent Wealth Partners
Texas
$688K +$688K +3,822 New
IA
795
IFG Advisors
Missouri
$686K +$360 +2 +0.1%
OSAM
796
O'Shaughnessy Asset Management
Connecticut
$686K +$48.6K +270 +8%
UAG
797
United Advisor Group
Ohio
$681K +$681K +3,751 New
APIM
798
Agate Pass Investment Management
Washington
$680K -$41K -228 -6%
TVM
799
True Vision MN
Minnesota
$676K +$676K +3,758 New
QFA
800
Quantum Financial Advisors
California
$675K +$13.5K +75 +2%
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