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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 %
TC
851
Trilogy Capital
California
$562K -$160K -891 -22%
BFC
852
Bedel Financial Consulting
Indiana
$561K +$4.5K +25 +0.8%
Franklin Resources
853
Franklin Resources
California
$558K +$80.3K +446 +17%
PFG
854
PAX Financial Group
Texas
$557K +$13.3K +75 +2%
HPM
855
Hoxton Planning & Management
West Virginia
$554K -$62.9K -349 -10%
WA
856
Wealthstream Advisors
New York
$550K +$1.44K +8 +0.3%
NP
857
NorthRock Partners
Minnesota
$550K +$146K +809 +36%
WWM
858
Western Wealth Management
Colorado
$546K +$20.7K +115 +4%
EPWM
859
Essex Private Wealth Management
Massachusetts
$546K – – –
RWM
860
Rockwood Wealth Management
Pennsylvania
$546K -$2.16K -12 -0.4%
D
861
Diversified
Delaware
$545K +$32.6K +181 +6%
BA
862
Brightwater Advisory
Florida
$545K +$545K +3,026 New
UI
863
Unconventional Investor
New Hampshire
$544K – – –
BIM
864
Baldwin Investment Management
Pennsylvania
$542K +$38.3K +213 +8%
SWA
865
Sightline Wealth Advisors
Connecticut
$540K +$1.08K +6 +0.2%
IA
866
Inspire Advisors
Idaho
$540K -$2M -11,103 -79%
RA
867
Resolute Advisors
California
$540K +$3.24K +18 +0.6%
RMA
868
Roffman Miller Associates
Pennsylvania
$538K +$7.74K +43 +1%
TW
869
TrinityPoint Wealth
Connecticut
$533K +$131K +726 +32%
CFG
870
Citizens Financial Group
Rhode Island
$532K +$43K +239 +9%
DAM
871
Derbend Asset Management
Georgia
$530K +$81.2K +451 +18%
RI
872
Rinkey Investments
California
$527K +$527K +2,929 New
CAG
873
Crestwood Advisors Group
Massachusetts
$527K +$60.5K +336 +13%
GC
874
Gibson Capital
Pennsylvania
$522K – – –
GT
875
Glenview Trust
Kentucky
$522K -$75.9K -422 -13%
33 34
35
36 37