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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$799M
2
Betterment LLC
Betterment LLC
New York
$818M
3
Goldman Sachs
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
326
Ervin Investment Management
Washington
$4.59M +$154K +801 +3%
IWM
327
IHT Wealth Management
Illinois
$4.58M -$178K -929 -4%
FM
328
Foster & Motley
Ohio
$4.54M -$406K -2,115 -8%
GPI
329
General Partner Inc
Pennsylvania
$4.49M +$863K +4,500 +24%
APP
330
Avantax Planning Partners
Iowa
$4.49M -$375K -1,955 -8%
NL
331
NWAM LLC
Washington
$4.47M -$5.11K -27 -0.1%
AAP
332
Arax Advisory Partners
Colorado
$4.46M -$70.4K -367 -2%
WT
333
Whittier Trust
California
$4.46M -$51K -266 -1%
GJIA
334
Glass Jacobson Investment Advisors
Maryland
$4.46M +$260K +1,356 +6%
CFSG
335
Community Financial Services Group
Vermont
$4.45M +$4.45M +23,184 New
SFG
336
SNS Financial Group
Minnesota
$4.43M -$108K -561 -2%
KSWA
337
Kathleen S. Wright Associates
Pennsylvania
$4.42M -$261K -1,366 -6%
Citigroup
338
Citigroup
New York
$4.39M +$96.3K +502 +2%
Wealthfront Advisers
339
Wealthfront Advisers
California
$4.38M +$591K +3,078 +16%
BRG
340
Bay Rivers Group
Virginia
$4.35M +$45.3K +236 +1%
ST
341
Sageworth Trust
Pennsylvania
$4.3M – – –
MFG
342
Mainsail Financial Group
Washington
$4.3M +$54.3K +283 +1%
CB
343
Commerce Bank
Missouri
$4.29M +$134K +696 +3%
WIC
344
Willis Investment Counsel
Georgia
$4.29M +$266K +1,387 +7%
VC
345
Veery Capital
Delaware
$4.27M +$53.7K +280 +1%
Northern Trust
346
Northern Trust
Illinois
$4.25M -$153K -796 -3%
TF
347
Theory Financial
Colorado
$4.25M -$214K -1,115 -5%
BDWCC
348
B&D White Capital Company
Texas
$4.24M -$47.8K -249 -1%
AOWM
349
Alpha Omega Wealth Management
Virginia
$4.17M +$192K +1,002 +5%
ACM
350
Advisors Capital Management
New Jersey
$4.16M -$536K -2,794 -11%
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