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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 %
TPWA
801
TRUE Private Wealth Advisors
Oregon
$674K -$331K -1,837 -33%
CWC
802
Carolinas Wealth Consulting
North Carolina
$674K +$3.24K +18 +0.5%
GLLW
803
Graves Light Lenhart Wealth
Virginia
$673K – – –
GFL
804
Granite FO LLC
New Hampshire
$669K – – –
LSPW
805
Lake Street Private Wealth
Illinois
$668K -$7.92K -44 -1%
HSBC Holdings
806
HSBC Holdings
United Kingdom
$666K +$382K +2,120 +134%
LFA
807
Landmark Financial Advisors
Kentucky
$666K -$720 -4 -0.1%
CHC
808
City Holding Co
West Virginia
$664K -$8.46K -47 -1%
LPP
809
Life Planning Partners
Florida
$663K +$663K +3,683 New
GC
810
Grimes & Company
Massachusetts
$660K +$38.1K +212 +6%
PPW
811
Parcion Private Wealth
Washington
$657K +$114K +634 +21%
CAM
812
Cozad Asset Management
Illinois
$657K -$69.3K -385 -10%
BWM
813
BKM Wealth Management
Wisconsin
$657K +$657K +3,648 New
MP
814
McDonald Partners
Ohio
$647K -$54K -300 -8%
SB
815
Strategic Blueprint
Georgia
$646K +$40.9K +227 +7%
IP
816
Intellectus Partners
California
$642K +$120K +664 +23%
GC
817
Guidance Capital
Kentucky
$639K +$43.1K +240 +7%
FFA
818
Fortune Financial Advisors
Kansas
$638K -$77.6K -431 -11%
MAM
819
McLean Asset Management
Virginia
$638K -$8.44K -48 -1%
FNBSF
820
First National Bank Sioux Falls
South Dakota
$637K – – –
EA
821
Eudaimonia Advisors
Tennessee
$634K +$2.7K +15 +0.4%
KA
822
Kovack Advisors
Florida
$633K -$5.94K -33 -0.9%
WP
823
WealthSource Partners
California
$632K -$246K -1,367 -28%
AWM
824
Atticus Wealth Management
Florida
$627K -$211K -1,170 -25%
CIBC World Market
825
CIBC World Market
Ontario, Canada
$622K +$16.9K +94 +3%
31 32
33
34 35