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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 %
AP
976
Appleton Partners
Massachusetts
$365K -$2.7K -15 -0.7%
FT
977
Fiduciary Trust
Massachusetts
$365K – – –
VPIM
978
Vanguard Personalized Indexing Management
California
$364K +$364K +2,025 New
AI
979
Accredited Investors
Minnesota
$363K – – –
DWP
980
Destiny Wealth Partners
Florida
$361K – – –
TWM
981
Thrive Wealth Management
Pennsylvania
$360K -$900 -5 -0.2%
RG
982
Rathbones Group
United Kingdom
$360K – – –
CWA
983
Consilium Wealth Advisory
Texas
$360K – – –
AIM
984
Athena Investment Management
California
$360K – – –
SW
985
SteelPeak Wealth
California
$358K +$26.3K +146 +8%
CHA
986
Carmichael Hill & Associates
Maryland
$357K +$180 +1 +0.1%
AWM
987
Angeles Wealth Management
California
$356K -$8.64K -48 -2%
GI
988
Gradient Investments
Minnesota
$355K +$44.6K +248 +14%
WFA
989
West Financial Advisors
Iowa
$353K -$3.42K -19 -1%
DWM
990
Defined Wealth Management
Oregon
$353K +$15.8K +88 +5%
AWM
991
Austin Wealth Management
Texas
$352K -$74.1K -411 -17%
EWM
992
Evercore Wealth Management
New York
$350K – – –
AWC
993
Adamsbrown Wealth Consultants
Kansas
$348K – – –
HAS
994
HBW Advisory Services
California
$346K +$346K +1,924 New
MIM
995
Marco Investment Management
Georgia
$346K -$31.7K -176 -8%
AWM
996
Accurate Wealth Management
Florida
$346K -$91.8K -521 -21%
CGPCS
997
Capital Group Private Client Services
California
$345K +$345K +1,917 New
MMHP
998
Murphy Middleton Hinkle & Parker
Georgia
$344K – – –
MA
999
Mezzasalma Advisors
New Jersey
$343K – – –
BAM
1000
BTS Asset Management
Massachusetts
$342K -$279K -1,534 -45%
38 39
40
41 42