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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 %
OCM
951
Objective Capital Management
Ohio
$401K +$97.9K +544 +32%
OPPS
952
Obsidian Personal Planning Solutions
Maryland
$400K +$7.2K +40 +2%
DSA
953
Droms Strauss Advisors
Missouri
$398K -$27.9K -155 -7%
SBIA
954
Sheaff Brock Investment Advisors
Indiana
$398K -$35.6K -198 -8%
CCG
955
Catalina Capital Group
California
$398K +$398K +2,210 New
CAC
956
Certified Advisory Corp
Florida
$398K -$3.06K -17 -0.8%
SL
957
Salomon & Ludwin
Virginia
$397K – – –
PFBT
958
Parkside Financial Bank & Trust
Missouri
$393K +$76.3K +424 +24%
FF
959
Financial Futures
New Jersey
$393K -$25.7K -143 -6%
PTC
960
Private Trust Company
Ohio
$391K -$8.1K -45 -2%
MCM
961
Morton Capital Management
California
$391K – – –
GWANC
962
Guardian Wealth Advisors (North Carolina)
North Carolina
$389K +$3.78K +21 +1%
CB
963
Cadence Bank
Mississippi
$386K -$7.02K -39 -2%
PHS
964
Pekin Hardy Strauss
Illinois
$385K – – –
RWA
965
Rooted Wealth Advisors
Illinois
$384K +$10.7K +61 +3%
PWW
966
Pettyjohn Wood & White
Virginia
$382K – – –
DWMS
967
Dominguez Wealth Management Solutions
Virginia
$379K -$2.16K -12 -0.6%
SAM
968
Secure Asset Management
Michigan
$377K +$377K +2,096 New
EF
969
Empowered Funds
Pennsylvania
$375K +$375K +2,085 New
CWM
970
Connecticut Wealth Management
Connecticut
$375K -$27.4K -152 -7%
PA
971
Procyon Advisors
Connecticut
$373K -$172K -956 -32%
CWM
972
Cahill Wealth Management
Michigan
$373K -$38.1K -212 -9%
SAM
973
SignalPoint Asset Management
Missouri
$371K -$19.9K -111 -5%
KF
974
KKM Financial
Illinois
$369K +$369K +2,049 New
PB
975
Pinnacle Bancorp
Nebraska
$367K +$360 +2 +0.1%
37 38
39
40 41