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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,367 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 528 increasing their positions, 523 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.82%
Holding in Top 10
118
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.35%
% of All Funds
1.71%
New
86
Increased
528
Reduced
523
Closed
73
Calls
$11.3M
Puts
$3.55M
Net Calls
+$7.77M
Net Calls Change
-$17.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.03B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$116M
3
SAG
3
SageView Advisory Group
California
$82.4M
4
AssetMark Inc
4
AssetMark Inc
California
$678M
5
EF
5
Empowered Funds
Pennsylvania
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$799M
2
Betterment LLC
2
Betterment LLC
New York
$818M
3
Goldman Sachs
3
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$7.83M +$129K +670 +2%
GM
227
GeoWealth Management
Illinois
$7.81M +$7.81M +40,705 New
TC
228
Tacita Capital
Ontario, Canada
$7.81M +$379K +1,975 +5%
SWM
229
Sterling Wealth Management
Illinois
$7.78M +$7.48K +39 +0.1%
FHA
230
First Horizon Advisors
Tennessee
$7.78M +$172K +894 +2%
QC
231
Quent Capital
New York
$7.76M -$92.9K -484 -1%
FCM
232
Fortis Capital Management
Washington
$7.7M +$66K +344 +0.9%
VFG
233
Victory Financial Group
Texas
$7.55M +$1.33M +6,919 +21%
SIA
234
Spectrum Investment Advisors
Wisconsin
$7.52M +$191K +998 +3%
H
235
HoyleCohen
California
$7.46M -$158K -823 -2%
AM
236
AGF Management
Ontario, Canada
$7.37M -$72.9K -380 -1%
NHC
237
Nicholas Hoffman & Company
Georgia
$7.33M +$135K +703 +2%
ACA
238
Atlas Capital Advisors
Wyoming
$7.29M +$1.79M +9,347 +33%
OFP
239
OLIO Financial Planning
Virginia
$7.26M -$20.7K -114 -0.3%
FCI
240
Financial Counselors Inc
Kansas
$7.24M -$478K -2,491 -6%
SRC
241
Shufro Rose & Co
New York
$7.22M +$904K +4,713 +14%
CM
242
Cornerstone Management
Georgia
$7.16M +$32.4K +169 +0.5%
CC
243
Courier Capital
New York
$7.06M +$27.4K +143 +0.4%
AIS
244
American Investment Services
Massachusetts
$7.04M -$55.5K -289 -0.8%
ST
245
Spinnaker Trust
Maine
$7.02M -$27.8K -145 -0.4%
Brown Advisory
246
Brown Advisory
Maryland
$6.94M -$400K -2,083 -5%
EWA
247
EP Wealth Advisors
California
$6.94M -$41.8K -218 -0.6%
AllianceBernstein
248
AllianceBernstein
Tennessee
$6.94M -$357K -1,862 -5%
DC
249
Davenport & Co
Virginia
$6.9M +$298K +1,554 +5%
JIC
250
Joel Isaacson & Co
New York
$6.87M +$497K +2,591 +8%
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