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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 %
LFA
1301
LGT Financial Advisors
Texas
$20.8K – – –
FG
1302
Fairman Group
Pennsylvania
$19.2K +$19.2K +107 New
FGA
1303
Fortis Group Advisors
New Jersey
$18.7K +$9.36K +52 +100%
ECM
1304
EMC Capital Management
Texas
$18K -$50.8K -282 -74%
MG
1305
MilWealth Group
Wisconsin
$18K – – –
PWMG
1306
Private Wealth Management Group
New Jersey
$17.3K +$17.3K +96 New
PCMC
1307
Private Capital Management (Colorado)
Colorado
$17.3K – – –
RBC
1308
Roble Belko & Company
Pennsylvania
$17K – – –
MRCM
1309
M&R Capital Management
New Jersey
$16.9K – – –
AFG
1310
Albion Financial Group
Utah
$16.4K – – –
HWP
1311
Highline Wealth Partners
California
$16.2K +$16.2K +90 New
VWM
1312
Valley Wealth Managers
New Jersey
$16.1K +$179 +1 +1%
RWPA
1313
Richard W. Paul & Associates
Michigan
$14.9K – – –
CP
1314
Castleview Partners
Texas
$13.9K +$13.9K +77 New
DF
1315
DecisionPoint Financial
Arizona
$13.7K – – –
USB
1316
Union Savings Bank
Connecticut
$13.5K – – –
AEPWM
1317
Atlantic Edge Private Wealth Management
Florida
$13K +$13K +72 New
WB
1318
Webster Bank
Connecticut
$12.8K – – –
RCM
1319
Raleigh Capital Management
North Carolina
$12.6K – – –
PWA
1320
Provenance Wealth Advisors
Florida
$12K +$12K +66 New
GWSG
1321
GPS Wealth Strategies Group
Colorado
$11.7K -$11.3K -63 -49%
CB
1322
CNB Bank
Pennsylvania
$11.3K – – –
TF
1323
Tompkins Financial
New York
$11.2K -$31.7K -176 -74%
PA
1324
Pineridge Advisors
Missouri
$10.8K +$10.8K +60 New
FFC
1325
First Financial Corp
Indiana
$10.3K -$22.3K -124 -69%
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