VBR icon

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 %
ANBT
1276
American National Bank & Trust
Texas
$36.9K +$20.2K +112 +120%
PPC
1277
Park Place Capital
Alabama
$36.8K +$180 +1 +0.5%
VWM
1278
Venturi Wealth Management
Texas
$35.8K +$360 +2 +1%
CG
1279
Cutler Group
California
$35K +$35K +200 New
AWM
1280
Abound Wealth Management
Tennessee
$34.9K -$45K -250 -56%
JFGIW
1281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.7K – – –
TWC
1282
TD Waterhouse Canada
Ontario, Canada
$34.4K +$7.02K +30 +26%
WT
1283
Washington Trust
Rhode Island
$34.2K -$21.6K -120 -39%
GFPC
1284
Global Financial Private Client
Florida
$34.2K – – –
GWSA
1285
Global Wealth Strategies & Associates
Colorado
$32.8K – – –
MSG
1286
Main Street Group
Virginia
$28.6K +$28.6K +159 New
SAM
1287
Smartleaf Asset Management
Massachusetts
$28.6K +$28.6K +157 New
NCM
1288
Northwest Capital Management
Oregon
$28.4K – – –
BBPWM
1289
Blue Bell Private Wealth Management
Pennsylvania
$27.7K +$1.44K +8 +5%
DCM
1290
Davis Capital Management
Florida
$26.6K +$26.6K +148 New
CSC
1291
Caldwell Sutter Capital
California
$25.7K – – –
DAM
1292
Delta Asset Management
Tennessee
$25.7K – – –
PCWA
1293
Pacific Capital Wealth Advisors
California
$25.4K +$25.4K +141 New
HCM
1294
Highlander Capital Management
New Jersey
$25.2K +$25.2K +140 New
TVWM
1295
Tower View Wealth Management
Wisconsin
$25K +$176 +1 +0.7%
FWM
1296
FSA Wealth Management
Massachusetts
$25K +$25K +139 New
MFA
1297
Morling Financial Advisors
California
$24.1K – – –
APC
1298
Aspire Private Capital
North Carolina
$23K – – –
NFSG
1299
Newbridge Financial Services Group
Florida
$22.5K – – –
MAM
1300
Marquette Asset Management
Minnesota
$22.3K – – –
50 51
52
53 54