VBR icon

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 %
BCM
826
Becker Capital Management
Oregon
$619K – – –
AT
827
American Trust
Kentucky
$613K +$188K +1,043 +44%
SCM
828
SOL Capital Management
Maryland
$611K -$221K -1,228 -27%
LW
829
Libra Wealth
California
$609K – – –
DWS
830
Discipline Wealth Solutions
South Carolina
$609K +$609K +3,445 New
TMWM
831
Taylor & Morgan Wealth Management
Michigan
$608K +$1.44K +8 +0.2%
CF
832
Centaurus Financial
California
$607K +$106K +588 +21%
NPFS
833
Novak & Powell Financial Services
Florida
$603K +$603K +3,357 New
FA
834
Flagstar Advisors
New York
$603K +$27.7K +154 +5%
LA
835
Lane & Associates
New Jersey
$602K +$540 +3 +0.1%
WP
836
WMS Partners
Maryland
$601K -$27.4K -152 -4%
JSL
837
JT Stratford LLC
Georgia
$601K -$67.5K -375 -10%
SCA
838
Snowden Capital Advisors
New York
$600K -$6.84K -38 -1%
EL
839
EWA LLC
Pennsylvania
$598K -$6.89M -38,995 -92%
ECM
840
Evergreen Capital Management
Washington
$590K -$3.06K -17 -0.5%
TWP
841
TFO Wealth Partners
Ohio
$588K -$1.8K -10 -0.3%
BMCM
842
Bryn Mawr Capital Management
Pennsylvania
$588K -$17.3K -96 -3%
AGWCA
843
Annis Gardner Whiting Capital Advisors
Florida
$588K +$45.7K +254 +8%
LPT
844
Legacy Private Trust
Wisconsin
$588K -$22.9K -127 -4%
FHA
845
Flagship Harbor Advisors
Massachusetts
$584K +$34.9K +194 +6%
EWM
846
Evermay Wealth Management
Virginia
$575K -$12.6K -70 -2%
BB
847
Busey Bank
Illinois
$574K – – –
BWM
848
BigSur Wealth Management
Florida
$570K +$2.52K +14 +0.4%
IFPL
849
Investments & Financial Planning LLC
Kentucky
$565K -$4.13M -22,950 -88%
SAM
850
Silvercrest Asset Management
New York
$563K +$68.7K +382 +14%
32 33
34
35 36