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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$1.54B
2
Goldman Sachs
Goldman Sachs
New York
$362M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$57.6M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$90.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$99.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.93B
2
HMH
Hackensack Meridian Health
New Jersey
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$464M
4
Osaic Holdings
Osaic Holdings
Arizona
$168M
5
UCFA
United Capital Financial Advisors
Texas
$83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
1326
MYCIO Wealth Partners
Pennsylvania
$10K +$179 +1 +2%
NSG
1327
Nalls Sherbakoff Group
Tennessee
$9.9K – – –
DIP
1328
DT Investment Partners
Pennsylvania
$9.87K – – –
FM
1329
Family Management
New York
$9.72K +$9.72K +54 New
CT
1330
Clearstead Trust
Maine
$9.18K -$6.66K -37 -42%
GG
1331
Gleason Group
Kentucky
$9.14K +$179 +1 +2%
SRCM
1332
Signature Resources Capital Management
California
$9K +$9K +50 New
FFA
1333
Frazier Financial Advisors
Ohio
$8.89K +$8.89K +49 New
EBA
1334
Eagle Bay Advisors
New York
$8.28K -$7.2K -40 -47%
AIA
1335
Armor Investment Advisors
North Carolina
$8.28K – – –
BGAI
1336
Bruce G. Allen Investments
Colorado
$7.56K +$7.56K +42 New
VL
1337
Vima LLC
Michigan
$7.56K +$7.56K +42 New
MWM
1338
Mascoma Wealth Management
New Hampshire
$7.2K – – –
HWM
1339
HighMark Wealth Management
Minnesota
$7.03K – – –
PPWM
1340
PFG Private Wealth Management
Florida
$7.02K +$900 +5 +15%
SIS
1341
Sound Income Strategies
Florida
$6.86K +$4.51K +25 +192%
HPC
1342
HM Payson & Co
Maine
$6.66K -$20.3K -113 -75%
CWP
1343
Concord Wealth Partners
Virginia
$6.3K – – –
MLA
1344
MB, Levis & Associates
Pennsylvania
$5.94K -$21.1K -117 -78%
SFM
1345
Systematic Financial Management
New Jersey
$5.78K -$50.9K -282 -90%
MFC
1346
Morris Financial Concepts
South Carolina
$5.76K – – –
PWMG
1347
Prestige Wealth Management Group
New Jersey
$4.86K – – –
GPFA
1348
Game Plan Financial Advisors
Ohio
$4.55K +$4.55K +25 New
MM
1349
Main Management
California
$4K +$4K +21 New
DFA
1350
DHJJ Financial Advisors
Illinois
$3.96K -$7.56K -42 -66%
52 53
54
55 56