VBR icon

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 %
SMWM
251
Silvia McColl Wealth Management
California
$6.85M -$277K -1,503 -4%
FFA
252
Farther Finance Advisors
California
$6.84M -$1.13M -5,929 -14%
MCCP
253
Mission Creek Capital Partners
California
$6.83M +$806K +4,203 +13%
BI
254
Berkeley Inc
Idaho
$6.83M -$158K -823 -2%
CWA
255
Cornerstone Wealth Advisors
Minnesota
$6.83M +$463K +2,411 +7%
NJIM
256
Nabity-Jensen Investment Management
Nebraska
$6.72M -$29.2K -152 -0.4%
GCM
257
Granby Capital Management
Florida
$6.72M – – –
AWA
258
Arbor Wealth Advisors
Michigan
$6.67M +$6.72K +35 +0.1%
RFA
259
RTD Financial Advisors
Pennsylvania
$6.63M -$53.7K -280 -0.8%
NFW
260
Noble Family Wealth
Florida
$6.58M -$259K -1,350 -4%
AWM
261
AE Wealth Management
Kansas
$6.54M -$17.7M -92,176 -73%
FAT
262
First American Trust
California
$6.54M +$269K +1,403 +4%
PFP
263
Pinnacle Financial Partners
Tennessee
$6.52M +$552K +2,879 +9%
TIM
264
Tortoise Investment Management
New York
$6.51M +$206K +1,074 +3%
First Manhattan
265
First Manhattan
New York
$6.47M -$268K -1,397 -4%
ATPW
266
Ashton Thomas Private Wealth
Arizona
$6.41M +$461K +2,403 +8%
KPWS
267
Kestra Private Wealth Services
Texas
$6.4M +$333K +1,737 +5%
VCAM
268
Van Cleef Asset Management
Ohio
$6.38M -$41.1K -214 -0.6%
SSW
269
Stone Summit Wealth
Florida
$6.37M +$546K +2,843 +9%
BRWA
270
B. Riley Wealth Advisors
Florida
$6.37M +$862K +5,402 +16%
TW
271
Towerpoint Wealth
California
$6.31M +$184K +959 +3%
CFS
272
Cannon Financial Strategists
Georgia
$6.29M +$25.3K +132 +0.4%
IC
273
Innealta Capital
Texas
$6.23M +$1.34K +7 +0%
MWA
274
Monograph Wealth Advisors
California
$6.08M +$255K +1,329 +4%
MWM
275
MorganRosel Wealth Management
Colorado
$6.08M +$441K +2,296 +8%
9 10
11
12 13