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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 %
LWM
1126
LJI Wealth Management
Indiana
$241K +$540 +3 +0.2%
SFMG
1127
Sage Financial Management Group
Virginia
$240K – – –
IF
1128
Integrity Financial
Wyoming
$239K +$36K +200 +18%
CPW
1129
Cove Private Wealth
New York
$238K +$238K +1,325 New
WP
1130
Westmount Partners
California
$238K +$540 +3 +0.2%
SDWMA
1131
Schneider Downs Wealth Management Advisors
Pennsylvania
$238K +$238K +1,321 New
CA
1132
Claris Advisors
Missouri
$237K – – –
MAG
1133
Mayfair Advisory Group
Alabama
$236K +$236K +1,316 New
RPGK
1134
Retirement Planning Group (Kansas)
Kansas
$236K +$236K +1,313 New
SCM
1135
Sebold Capital Management
Illinois
$235K – – –
AQR Capital Management
1136
AQR Capital Management
Connecticut
$235K +$235K +1,307 New
PCM
1137
Passive Capital Management
Maryland
$235K – – –
WAG
1138
Winthrop Advisory Group
Massachusetts
$235K -$5.94K -33 -2%
GWM
1139
Guardian Wealth Management
Illinois
$235K +$12.8K +71 +6%
S
1140
SignatureFD
Georgia
$233K -$3.42K -19 -1%
AA
1141
Addison Advisors
Vermont
$233K +$3.96K +22 +2%
LCM
1142
Liberty Capital Management
Michigan
$233K -$118K -657 -34%
SCA
1143
Sage Capital Advisors
South Dakota
$230K +$1.08K +6 +0.5%
LPAM
1144
Lodestar Private Asset Management
California
$230K +$360 +2 +0.2%
IAIM
1145
International Assets Investment Management
Florida
$230K +$230K +1,278 New
EARNEST Partners
1146
EARNEST Partners
Georgia
$228K +$228K +1,269 New
RA
1147
Rise Advisors
New York
$227K -$11K -61 -5%
B
1148
BetterWealth
California
$227K +$227K +1,260 New
BWA
1149
Bordeaux Wealth Advisors
California
$226K +$226K +1,258 New
CRC
1150
Curi RMB Capital
Illinois
$224K -$26.1K -145 -10%
44 45
46
47 48