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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,368 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, 529 increasing their positions, 523 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,368
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.83%
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
529
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
+$966M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$88.4M
3
SAG
SageView Advisory Group
California
+$81.6M
4
AssetMark Inc
AssetMark Inc
California
+$41.4M
5
EF
Empowered Funds
Pennsylvania
+$17.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$845M
2
Betterment LLC
Betterment LLC
New York
-$732M
3
Goldman Sachs
Goldman Sachs
New York
-$102M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
351
Arkadios Wealth Advisors
Georgia
$4.12M +$726K +3,785 +21%
CFGL
352
Cambridge Financial Group, LLC
Arizona
$4.11M +$922K +4,804 +29%
SFM
353
Signet Financial Management
New Jersey
$4.11M -$147K -764 -3%
RFC
354
Regions Financial Corp
Alabama
$4.11M -$487K -2,538 -11%
ICG
355
InterOcean Capital Group
Tennessee
$4.1M +$148K +769 +4%
CA
356
CSM Advisors
Pennsylvania
$4.09M +$744K +3,879 +22%
SPC
357
Sigma Planning Corp
Michigan
$4.07M +$2.67M +13,910 +191%
AA
358
Axiom Advisory
California
$4.07M +$149K +777 +4%
OIA
359
OneDigital Investment Advisors
Kansas
$4.07M +$352K +1,832 +9%
CW
360
CreativeOne Wealth
Kansas
$4.06M +$1.61M +8,372 +65%
UB
361
UMB Bank
Missouri
$4.04M -$189K -986 -4%
BAM
362
Beaumont Asset Management
Texas
$4.02M -$125K -653 -3%
AA
363
Advisory Alpha
Michigan
$3.96M +$3.43M +17,869 +650%
PA
364
PFG Advisors
Arizona
$3.95M +$279K +1,452 +8%
RLWM
365
RF&L Wealth Management
Massachusetts
$3.94M -$43.4K -226 -1%
MWA
366
Martel Wealth Advisors
Washington
$3.92M -$91.7K -478 -2%
SFO
367
Stokes Family Office
Louisiana
$3.9M +$50.8K +265 +1%
NFC
368
Northeast Financial Consultants
Connecticut
$3.9M -$240K -1,250 -6%
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$3.87M +$74.3K +387 +2%
NB
370
NBT Bank
New York
$3.87M +$627K +3,268 +19%
FWP
371
Falcon Wealth Planning
California
$3.8M -$419K -2,182 -10%
EGA
372
E&G Advisors
Texas
$3.8M +$7.29K +38 +0.2%
IFA
373
Index Fund Advisors
California
$3.78M +$13.4K +70 +0.4%
VFA
374
Valeo Financial Advisors
Indiana
$3.76M +$139K +1,022 +4%
Citadel Advisors
375
Citadel Advisors
Florida
$3.74M +$2.45M +12,783 +190%
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