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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 %
LL
1076
LPWM LLC
Minnesota
$283K -$22K -125 -7%
RWM
1077
Ritholtz Wealth Management
New York
$280K +$280K +1,554 New
CAS
1078
Coppell Advisory Solutions
Texas
$277K +$24.3K +135 +10%
PWMAG
1079
Pinnacle Wealth Management Advisory Group
New Jersey
$277K +$277K +1,540 New
SWA
1080
Sax Wealth Advisors
New Jersey
$277K +$5.58K +31 +2%
GJWM
1081
Gilliland Jeter Wealth Management
Arkansas
$276K +$276K +1,536 New
CF
1082
Clarity Financial
Texas
$276K +$276K +1,536 New
EK
1083
Evensky & Katz
Florida
$276K -$1.62K -9 -0.6%
WJA
1084
Willis Johnson & Associates
Texas
$275K +$4.32K +24 +2%
AA
1085
Argent Advisors
Louisiana
$274K – – –
MW
1086
Marcum Wealth
Ohio
$274K -$6.66K -37 -2%
LB
1087
Legacy Bridge
Iowa
$273K – – –
BBI
1088
Baxter Bros Inc
Connecticut
$273K -$943K -5,242 -78%
SPWM
1089
Schrum Private Wealth Management
Florida
$271K – – –
SAM
1090
Summit Asset Management
Tennessee
$270K – – –
RSWA
1091
Robinson Smith Wealth Advisors
Maine
$270K +$270K +1,499 New
C
1092
CEDRUS
Colorado
$270K +$13.5K +75 +5%
HIS
1093
Horizon Investment Services
Indiana
$270K -$5.04K -28 -2%
TSWM
1094
Tyler-Stone Wealth Management
Ohio
$268K +$1.26K +7 +0.5%
WCWM
1095
Willow Creek Wealth Management
California
$267K -$2.34K -13 -0.9%
PG
1096
Proffitt & Goodson
Tennessee
$267K – – –
BWP
1097
Barlow Wealth Partners
Kentucky
$266K +$266K +1,478 New
CT
1098
Colonial Trust
South Carolina
$263K -$7.02K -39 -3%
OWM
1099
Opes Wealth Management
California
$262K -$66.6K -370 -20%
TCPG
1100
Trivant Custom Portfolio Group
California
$261K +$261K +1,450 New
42 43
44
45 46