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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 %
PLFA
1376
Pacific Life Fund Advisors
California
– -$31.9M -199,779 Closed
KL
1377
KWMG LLC
Kansas
– -$10.9M -68,519 Closed
EC
1378
Estate Counselors
Wisconsin
– -$8.53M -53,475 Closed
BMM
1379
Buffington Mohr McNeal
Idaho
– -$6.98M -43,789 Closed
EP
1380
Eudaimonia Partners
Tennessee
– -$4.08M -25,559 Closed
MAG
1381
MRA Advisory Group
New Jersey
– -$3.33M -20,872 Closed
Jane Street
1382
Jane Street
New York
– -$2.9M -18,162 Closed
LF
1383
Lantz Financial
Illinois
– -$2.1M -13,190 Closed
Renaissance Technologies
1384
Renaissance Technologies
New York
– -$1.32M -8,300 Closed
SSA
1385
Schonfeld Strategic Advisors
New York
– -$1.31M -8,191 Closed
YIH
1386
Y-Intercept (HK)
Hong Kong
– -$1.2M -7,519 Closed
SIS
1387
Strategic Investment Solutions
Illinois
– -$1.05M -6,300 Closed
FTUS
1388
Flow Traders U.S.
New York
– -$797K -4,997 Closed
EW
1389
Evoke Wealth
California
– -$661K -4,145 Closed
AA
1390
AlphaQ Advisors
Florida
– -$426K -2,673 Closed
CW
1391
Channel Wealth
California
– -$415K -2,603 Closed
AWS
1392
Aspen Wealth Strategies
Colorado
– -$400K -2,512 Closed
TA
1393
Trellis Advisors
Washington
– -$399K -2,502 Closed
CAM
1394
Crestone Asset Management
Colorado
– -$384K -2,407 Closed
EG
1395
Ellerson Group
Maryland
– -$322K -2,018 Closed
BAM
1396
Bosun Asset Management
Illinois
– -$319K -2,000 Closed
MPM
1397
Meritage Portfolio Management
Kansas
– -$287K -1,798 Closed
RF
1398
RHS Financial
California
– -$226K -1,415 Closed
KWS
1399
Keystone Wealth Services
California
– -$219K -1,375 Closed
MRWM
1400
ML&R Wealth Management
Texas
– -$216K -1,354 Closed
54 55
56
57 58