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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 %
ITIM
1251
Indiana Trust & Investment Management
Indiana
$52.7K +$11.9K +66 +29%
TIM
1252
Thompson Investment Management
Wisconsin
$51.8K – – –
Deutsche Bank
1253
Deutsche Bank
Germany
$51.8K – – –
TVAMP
1254
Tennessee Valley Asset Management Partners
Tennessee
$51.5K +$51.5K +286 New
IWP
1255
IAG Wealth Partners
Wisconsin
$51.3K – – –
OCM
1256
Orion Capital Management
California
$50K – – –
PCFFS
1257
Pacific Center for Financial Services
California
$49.9K – – –
HR
1258
Howe & Rusling
New York
$49.7K +$49.7K +276 New
JWA
1259
JFS Wealth Advisors
Pennsylvania
$49.1K -$4.86K -27 -9%
FMP
1260
Financial Management Professionals
Texas
$48K +$48K +264 New
GCM
1261
Garland Capital Management
Washington
$45.7K +$360 +2 +0.8%
RWM
1262
Ruedi Wealth Management
Illinois
$44.4K – – –
OA
1263
Operose Advisors
Wisconsin
$42.8K -$283K -1,573 -87%
HCM
1264
Horrell Capital Management
Arkansas
$42K -$3.98K -22 -9%
BL
1265
BFSG LLC
California
$41.9K +$41.9K +233 New
PCM
1266
Perritt Capital Management
Illinois
$41.8K +$180 +1 +0.4%
MIA
1267
MeadowBrook Investment Advisors
Michigan
$40.5K +$40.5K +225 New
ACA
1268
American Capital Advisory
Idaho
$39.2K +$39.2K +218 New
Fuller & Thaler Asset Management
1269
Fuller & Thaler Asset Management
California
$38.9K +$30.4K +169 +360%
JHCP
1270
Jackson Hole Capital Partners
Oklahoma
$38.7K – – –
AAG
1271
Armstrong Advisory Group
Massachusetts
$38.5K – – –
EW
1272
Element Wealth
Mississippi
$38.3K +$359 +2 +0.9%
JFA
1273
JNBA Financial Advisors
Minnesota
$38K -$2.88K -16 -7%
CSWG
1274
Cardinal Strategic Wealth Guidance
Kentucky
$37.8K – – –
IPW
1275
Impact Partnership Wealth
Georgia
$37.2K +$3.59K +20 +11%
49 50
51
52 53