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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 %
TWA
876
TCI Wealth Advisors
Arizona
$522K +$7.74K +43 +2%
SOAG
877
Silver Oak Advisory Group
Oregon
$521K -$15.5K -86 -3%
CPP
878
Capasso Planning Partners
South Carolina
$520K -$29.5K -164 -5%
BFG
879
Bleakley Financial Group
New Jersey
$519K -$110K -609 -17%
MAM
880
MWA Asset Management
Massachusetts
$517K -$47K -261 -8%
CAM
881
Clark Asset Management
New Hampshire
$514K -$12.4K -69 -2%
CP
882
Camelot Portfolios
Ohio
$513K +$115K +641 +29%
SPW
883
Sonoma Private Wealth
California
$513K -$145K -808 -22%
CTA
884
Camelot Technology Advisors
California
$513K +$513K +2,850 New
NFP
885
Narus Financial Partners
Utah
$507K -$61.9K -344 -11%
DWM
886
Dopkins Wealth Management
New York
$506K -$26.1K -145 -5%
TCOTS
887
Trust Company of the South
North Carolina
$505K +$505K +2,808 New
CB
888
Centennial Bank
Arkansas
$504K -$9K -50 -2%
AHC
889
Anderson Hoagland & Co
Missouri
$501K – – –
EB
890
Exchange Bank
California
$497K +$497K +2,761 New
LFAS
891
Level Four Advisory Services
Texas
$497K -$42.5K -236 -8%
GWS
892
Glassman Wealth Services
Virginia
$495K -$135K -749 -21%
AA
893
Advisory Alpha
Michigan
$495K +$10.4K +58 +2%
TAM
894
Townsend Asset Management
North Carolina
$494K +$23.8K +132 +5%
RFG
895
RFP Financial Group
Georgia
$493K – – –
FIC
896
Family Investment Center
Missouri
$491K -$2.16K -12 -0.4%
HIP
897
HUB Investment Partners
Texas
$490K +$143K +793 +41%
SFPG
898
Stonebridge Financial Planning Group
Florida
$490K +$123K +683 +33%
VCM
899
Versant Capital Management
Arizona
$490K -$126K -701 -20%
WAG
900
Windsor Advisory Group
Ohio
$490K – – –
34 35
36
37 38