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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 %
B
1351
Birchbrook
Maine
$3.6K +$3.6K +20 New
NC
1352
NewSquare Capital
Pennsylvania
$3.6K – – –
FIM
1353
FWL Investment Management
Texas
$3.24K – – –
CTA
1354
Colonial Trust Advisors
South Carolina
$3.06K +$3.06K +17 New
WOC
1355
West Oak Capital
California
$3K – – –
KFS
1356
Kelly Financial Services
Massachusetts
$2.54K +$2.54K +14 New
WIM
1357
Westside Investment Management
California
$2.52K +$2.52K +14 New
GTAM
1358
Global Trust Asset Management
Florida
$2.35K – – –
LFA
1359
Livelsberger Financial Advisory
Ohio
$2.16K +$2.16K +12 New
EWM
1360
EPG Wealth Management
Georgia
$2.11K – – –
CMP
1361
Coston McIsaac & Partners
Maine
$2K – – –
MIM
1362
Macroview Investment Management
Maryland
$1.64K – – –
FP
1363
Financial Perspectives
Minnesota
$1.62K – – –
IBOK
1364
Independence Bank of Kentucky
Kentucky
$1.62K – – –
DJSG
1365
D.J. St. Germain
Massachusetts
$1.62K +$540 +3 +50%
KHC
1366
Koesten Hirschmann & Crabtree
Kansas
$1.37K +$343 +2 +33%
GWMIA
1367
Global Wealth Management Investment Advisory
Florida
$1.26K – – –
KA
1368
Kozak & Associates
Colorado
$1.23K +$1.23K +7 New
PP
1369
Pacifica Partners
Canada
$1.01K +$1.01K +6 New
SS
1370
Sunbelt Securities
Texas
$900 -$8.46K -47 -90%
HGA
1371
Hobbs Group Advisors
South Carolina
$900 +$900 +5 New
OLVIG
1372
Oliver Lagore Vanvalin Investment Group
Michigan
$724 +$724 +4 New
LF
1373
Lee Financial
Texas
$720 – – –
RFA
1374
Register Financial Advisors
Georgia
$360 – – –
HMH
1375
Hackensack Meridian Health
New Jersey
– -$124M -780,201 Closed
53 54
55
56 57