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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 %
WGCA
1051
Wolf Group Capital Advisors
Virginia
$299K +$3.47K +21 +1%
B
1052
Bridgeworth
Alabama
$299K -$5.94K -33 -2%
CCMG
1053
Clark Capital Management Group
Pennsylvania
$297K +$297K +1,652 New
AWA
1054
Amplius Wealth Advisors
Pennsylvania
$297K -$10.1K -56 -3%
FCH
1055
Freestone Capital Holdings
Washington
$296K +$64.3K +357 +28%
KWAG
1056
Kiely Wealth Advisory Group
North Carolina
$295K +$295K +1,651 New
MCM
1057
Mattern Capital Management
Colorado
$295K – – –
HIGP
1058
Hill Investment Group Partners
Missouri
$295K -$12.2K -68 -4%
TRCT
1059
Tower Research Capital (TRC)
New York
$294K -$435K -2,417 -60%
HWA
1060
HHM Wealth Advisors
Tennessee
$294K -$50.4K -280 -15%
CWP
1061
Corepath Wealth Partners
Arizona
$293K – – –
BWM
1062
Benchmark Wealth Management
Connecticut
$291K +$900 +5 +0.3%
CAM
1063
Creekmur Asset Management
Illinois
$291K +$291K +1,616 New
DE
1064
Day & Ennis
Georgia
$289K +$1.26K +7 +0.4%
FCP
1065
Fidelis Capital Partners
Florida
$289K – – –
LAM
1066
Lakewood Asset Management
Illinois
$289K -$185K -1,029 -39%
MWM
1067
Melfa Wealth Management
Massachusetts
$286K +$30.2K +168 +12%
CI
1068
Ceera Investments
Texas
$286K – – –
EWMCB
1069
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$285K -$16K -89 -5%
GW
1070
GW & Wade
Massachusetts
$285K +$17.8K +99 +7%
1SB
1071
1ST Source Bank
Indiana
$285K – – –
BF
1072
Blankinship & Foster
California
$284K – – –
WJWM
1073
Williams Jones Wealth Management
New York
$283K -$10.8K -60 -4%
AWM
1074
Accel Wealth Management
Iowa
$283K +$27K +150 +11%
RC
1075
Rovin Capital
Arizona
$283K -$12.6K -70 -4%
41 42
43
44 45