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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 %
SVWG
1151
Shared Vision Wealth Group
United States
$224K +$224K +1,244 New
KFI
1152
Key Financial Inc
Pennsylvania
$223K – – –
NEPWA
1153
New England Private Wealth Advisors
Massachusetts
$223K +$223K +1,237 New
CCG
1154
Coastwise Capital Group
California
$220K +$220K +1,225 New
IFO
1155
Independent Family Office
New York
$219K +$219K +1,217 New
CWR
1156
Chico Wealth RIA
California
$218K +$218K +1,214 New
SAM
1157
Smithbridge Asset Management
Pennsylvania
$218K +$218K +1,210 New
HCA
1158
Harbour Capital Advisors
Virginia
$217K +$217K +1,237 New
VBWMG
1159
Von Berge Wealth Management Group
California
$216K +$216K +1,229 New
JWM
1160
Jeppson Wealth Management
California
$216K +$216K +1,198 New
SEP
1161
Southland Equity Partners
Missouri
$215K +$215K +1,196 New
MLFP
1162
MPS Loria Financial Planners
Illinois
$215K +$215K +1,195 New
RFP
1163
Root Financial Partners
California
$215K +$215K +1,193 New
ASI
1164
Advisory Services & Investments
Oregon
$214K +$214K +1,190 New
CIA
1165
Capital Investment Advisors
Georgia
$213K +$213K +1,183 New
VVP
1166
Venture Visionary Partners
Ohio
$213K +$213K +1,183 New
APC
1167
Asset Planning Corporation
Tennessee
$213K +$213K +1,183 New
CIAS
1168
Capital Investment Advisory Services
North Carolina
$213K -$25.9K -144 -11%
LRPA
1169
L. Roy Papp & Associates
Arizona
$212K +$212K +1,176 New
NSAM
1170
North Star Asset Management
Wisconsin
$211K +$211K +1,171 New
RCAG
1171
Rehmann Capital Advisory Group
Michigan
$210K +$210K +1,167 New
NHT
1172
New Hampshire Trust
New Hampshire
$210K +$210K +1,166 New
RBC
1173
Romano Brothers & Co
Illinois
$210K -$17.5K -97 -8%
SDJVC
1174
St. Denis J. Villere & Co
Louisiana
$208K +$208K +1,157 New
NS
1175
NBC Securities
Alabama
$208K – – –
45 46
47
48 49