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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,373 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 218 funds opening new positions, 500 increasing their positions, 467 reducing their positions, and 56 closing their positions.

Holders
1,373
Holders Change
+146
Holders Change %
+11.9%
% of All Funds
20.13%
Holding in Top 10
126
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+21.15%
% of All Funds
1.85%
New
218
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
1
Morgan Stanley
New York
$1.54B
2
Goldman Sachs
2
Goldman Sachs
New York
$362M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$57.6M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$90.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$99.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.93B
2
HMH
2
Hackensack Meridian Health
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$464M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$168M
5
UCFA
5
United Capital Financial Advisors
Texas
$83M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
101
LMCG Investments
Massachusetts
$21.5M 119,269 +70,684 +145%
EWM
102
Empirical Wealth Management
Washington
$21.3M 118,263 -5,407 -4%
BWM
103
Brickley Wealth Management
California
$21M 116,762 +312 +0.3%
PPW
104
Pasadena Private Wealth
California
$20.8M 115,507 +567 +0.5%
UOMF
105
University of Maryland Foundation
Maryland
$20.4M 113,570 +22,394 +25%
SC
106
Sepio Capital
Utah
$20.1M 111,634 -11,527 -9%
BPA
107
Beacon Pointe Advisors
California
$19.9M 110,301 +28,588 +35%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$19.7M 109,293 +18,259 +20%
JCM
109
Jacobsen Capital Management
Utah
$19.2M 106,689 -6,970 -6%
PAG
110
Private Advisor Group
New Jersey
$18.9M 105,200 +4,001 +4%
FSWA
111
Financial Synergies Wealth Advisors
Texas
$18.9M 119,056 +43,473 +58%
WANY
112
Wealthspire Advisors (New York)
New York
$18.6M 103,097 +50,736 +97%
CCA
113
Checchi Capital Advisers
California
$18.5M 103,020 +15,251 +17%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$18.4M 102,175 +102,175 New
BIA
115
BHK Investment Advisors
Alabama
$18.2M 101,329 -32,417 -24%
KAS
116
Kestra Advisory Services
Texas
$17.9M 99,631 +5,458 +6%
OWA
117
Opal Wealth Advisors
New York
$17.7M 98,126 -51,137 -34%
ML
118
McAdam LLC
Pennsylvania
$17.7M 98,095 +6,318 +7%
AWAG
119
ARS Wealth Advisors Group
Florida
$17.5M 96,963 +16,274 +20%
AC
120
Apella Capital
Connecticut
$17.4M 99,237 -22,336 -18%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$17.3M 96,390 -23,675 -20%
TWP
122
Total Wealth Planning
Ohio
$17.3M 96,172 +2,204 +2%
CCM
123
Carlson Capital Management
Minnesota
$16.9M 93,949 -19,108 -17%
AW
124
Avion Wealth
Texas
$16.9M 93,853 -1,350 -1%
PMFA
125
Plante Moran Financial Advisors
Michigan
$16.7M 92,926 +70,129 +308%
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5
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