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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 %
MWA
1176
Midland Wealth Advisors
Illinois
$208K +$208K +1,155 New
AF
1177
Apexium Financial
Texas
$207K +$207K +1,151 New
PGF
1178
Plan Group Financial
Oklahoma
$207K +$207K +1,151 New
KWA
1179
Kingswood Wealth Advisors
California
$207K +$207K +1,148 New
ALWM
1180
Andrews Lucia Wealth Management
California
$207K +$207K +1,148 New
ACM
1181
Advance Capital Management
Michigan
$206K +$206K +1,142 New
CPG
1182
Cornerstone Planning Group
New Jersey
$205K +$900 +5 +0.4%
FWM
1183
Fonville Wealth Management
Virginia
$204K +$204K +1,133 New
BBHC
1184
Brown Brothers Harriman & Co
New York
$203K +$30.1K +167 +17%
AFP
1185
Alpha Financial Partners
Kentucky
$202K +$202K +1,122 New
UL
1186
Unionview LLC
Washington
$201K +$201K +1,118 New
LCM
1187
Lazari Capital Management
California
$200K +$200K +1,114 New
RFN
1188
RDA Financial Network
Iowa
$200K +$200K +1,112 New
WI
1189
Wintrust Investments
Illinois
$200K +$200K +1,111 New
VF
1190
VitalStone Financial
Texas
$197K +$2.7K +15 +1%
AIC
1191
Archer Investment Corporation
Indiana
$194K – – –
NRC
1192
New Republic Capital
North Carolina
$192K – – –
JGIA
1193
Jackson Grant Investment Advisers
Connecticut
$191K +$1.26K +7 +0.7%
SN
1194
Sittner & Nelson
Oregon
$185K – – –
CB
1195
Community Bank
New York
$180K -$72K -400 -29%
ATC
1196
Advantage Trust Company
Kansas
$180K +$180K +1,000 New
HIA
1197
Harbor Investment Advisory
Maryland
$169K – – –
FPB
1198
First PREMIER Bank
South Dakota
$164K – – –
WPA
1199
West Paces Advisors
Georgia
$163K -$65.2K -362 -29%
TCM
1200
TD Capital Management
Tennessee
$158K – – –
46 47
48
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