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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 %
YWM
1101
Yoder Wealth Management
California
$261K +$261K +1,450 New
GL
1102
Graypoint LLC
New York
$260K -$401K -2,229 -61%
WIM
1103
Warwick Investment Management
Texas
$260K – – –
RPWA
1104
Regent Peak Wealth Advisors
Georgia
$258K -$23K -128 -8%
HAS
1105
Holland Advisory Services
Florida
$256K -$5.76K -32 -2%
SFG
1106
StrategIQ Financial Group
Indiana
$256K +$5.04K +28 +2%
AAM
1107
Aureus Asset Management
Massachusetts
$256K +$256K +1,420 New
PO
1108
Private Ocean
California
$255K +$80.1K +445 +46%
TFM
1109
TFC Financial Management
Massachusetts
$254K +$360 +2 +0.1%
CAM
1110
Columbia Asset Management
Michigan
$253K – – –
FFA
1111
First Foundation Advisors
California
$252K – – –
RBFC
1112
Roman Butler Fullerton & Co
Missouri
$250K +$178 +1 +0.1%
RIS
1113
Retirement Income Solutions
Michigan
$249K +$249K +1,382 New
BWL
1114
Bogart Wealth LLC
Virginia
$248K +$24.3K +135 +11%
TA
1115
TruWealth Advisors
Louisiana
$248K +$248K +1,379 New
BCM
1116
BluePointe Capital Management
California
$247K +$247K +1,373 New
CA
1117
Claro Advisors
Massachusetts
$247K +$18.2K +101 +8%
FHC
1118
First Heartland Consultants
Missouri
$246K -$3.24K -18 -1%
WHCI
1119
W.H. Cornerstone Investments
Massachusetts
$244K -$8.64K -48 -3%
AF
1120
Affiance Financial
Minnesota
$243K -$604K -3,356 -71%
MIA
1121
Milestone Investment Advisors
Wisconsin
$243K – – –
WCAMG
1122
Woodard & Company Asset Management Group
North Carolina
$243K – – –
GWM
1123
Gray Wealth Management
Maine
$243K – – –
DFG
1124
Delta Financial Group
New Jersey
$242K +$242K +1,343 New
IAG
1125
Investment Advisory Group
Massachusetts
$241K – – –
43 44
45
46 47