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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 %
BBA
1026
BLB&B Advisors
Pennsylvania
$321K -$18K -100 -5%
BIA
1027
Bell Investment Advisors
California
$320K +$9.72K +54 +3%
WPW
1028
Watershed Private Wealth
Illinois
$319K +$319K +1,771 New
DT
1029
Diversified Trust
Tennessee
$318K +$86.2K +479 +37%
WFA
1030
Wells Financial Advisors
Massachusetts
$317K – – –
SIC
1031
Sterling Investment Counsel
New York
$316K +$7.92K +44 +3%
FWA
1032
FSM Wealth Advisors
Ohio
$316K -$4.86K -27 -2%
BTI
1033
Blue Trust Inc
Georgia
$315K +$43K +270 +16%
WCM
1034
Weik Capital Management
Pennsylvania
$315K – – –
GWM
1035
Grand Wealth Management
Michigan
$314K -$48.2K -268 -13%
LL
1036
LWMG LLC
Minnesota
$312K +$312K +1,735 New
SA
1037
Skyline Advisors
Washington
$312K +$312K +1,733 New
IIC
1038
Integrated Investment Consultants
Michigan
$312K – – –
WF
1039
WoodTrust Financial
Wisconsin
$310K +$2.52K +14 +0.8%
VFA
1040
Voya Financial Advisors
Connecticut
$309K -$12K -66 -4%
DWM
1041
Dakota Wealth Management
Florida
$309K +$309K +1,719 New
PI
1042
PFG Investments
New York
$308K -$61.4K -341 -17%
CWA
1043
CM Wealth Advisors
Ohio
$308K – – –
HGERS
1044
Householder Group Estate & Retirement Specialist
Arizona
$307K +$242K +1,351 +375%
HBW
1045
Hazlett, Burt & Watson
West Virginia
$306K +$2.51K +14 +0.8%
BC
1046
Burney Company
Virginia
$304K -$56.5K -314 -16%
TA
1047
TFG Advisers
Michigan
$303K -$3.96K -22 -1%
RWM
1048
Revisor Wealth Management
Ohio
$301K -$335K -1,863 -53%
OFS
1049
OneAscent Financial Services
Alabama
$300K +$70.8K +394 +31%
DCM
1050
DGS Capital Management
New Jersey
$300K +$2.52K +14 +0.8%
40 41
42
43 44