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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 %
JCM
926
Jag Capital Management
Missouri
$446K -$116K -644 -21%
DP
927
Dearborn Partners
Illinois
$442K +$195K +1,086 +79%
SWM
928
Seed Wealth Management
Illinois
$438K – – –
VCP
929
Vista Capital Partners
Oregon
$435K +$29.9K +166 +7%
RIA
930
Realta Investment Advisors
Delaware
$434K +$26.6K +148 +7%
AGC
931
Aspen Grove Capital
Colorado
$432K – – –
SIC
932
Salem Investment Counselors
North Carolina
$431K -$19.1K -106 -4%
LA
933
Lifeworks Advisors
Michigan
$430K +$10.6K +59 +3%
WC
934
Waterloo Capital
Texas
$428K +$428K +2,376 New
SC
935
Stephens Consulting
Michigan
$423K -$1.08K -6 -0.3%
GGI
936
Godsey & Gibb Inc
Virginia
$422K – – –
NAMNJ
937
NorthStar Asset Management (New Jersey)
New Jersey
$420K +$420K +2,335 New
AL
938
ACAS LLC
California
$420K -$437K -2,431 -51%
BCA
939
Ballentine Capital Advisors
South Carolina
$419K +$419K +2,369 New
ECG
940
EPIQ Capital Group
California
$418K -$183K -1,016 -30%
MPCL
941
My Personal CFO LLC
Washington
$415K +$106K +589 +34%
TI
942
Trexquant Investment
Connecticut
$410K -$63.2K -351 -13%
TH
943
Team Hewins
California
$409K +$409K +2,271 New
ERIC
944
Eagle Rock Investment Company
Georgia
$408K +$6.66K +37 +2%
OFS
945
Oldfather Financial Services
Nebraska
$406K – – –
WTC
946
WhitTier Trust Company
Nevada
$405K +$79.2K +440 +24%
KCFA
947
Key Client Fiduciary Advisors
New Jersey
$405K -$22.5K -125 -5%
VCM
948
Virtue Capital Management
Tennessee
$403K +$20.9K +119 +5%
AIM
949
AMI Investment Management
Indiana
$402K +$1.8K +10 +0.4%
AFM
950
Abbot Financial Management
Massachusetts
$402K +$41.4K +230 +11%
36 37
38
39 40