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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 %
BIA
376
Barry Investment Advisors
Massachusetts
$3.74M +$777K +4,050 +26%
IWS
377
Integrity Wealth Solutions
Colorado
$3.74M -$33.6K -175 -0.9%
IA
378
IFP Advisors
Florida
$3.73M -$282K -1,472 -7%
EWM
379
Evergreen Wealth Management
Michigan
$3.7M – – –
CTC
380
Central Trust Company
Missouri
$3.68M -$43K -224 -1%
BW
381
BIP Wealth
Georgia
$3.64M +$143K +744 +4%
PFG
382
Pinnacle Financial Group
Illinois
$3.63M +$224K +1,166 +7%
OCFG
383
O'Connor Financial Group
Illinois
$3.59M -$2.37M -12,327 -40%
CWM
384
Cranbrook Wealth Management
Michigan
$3.58M -$246K -1,284 -6%
AAS
385
Ameritas Advisory Services
Nebraska
$3.57M -$1.21M -6,479 -25%
CAMG
386
CWA Asset Management Group
Florida
$3.54M +$9.59K +50 +0.3%
SWM
387
Spire Wealth Management
Virginia
$3.53M -$15K -78 -0.4%
TAM
388
Tocqueville Asset Management
New York
$3.52M -$162K -844 -4%
FCA
389
FinTrust Capital Advisors
South Carolina
$3.52M +$331K +1,723 +10%
FWP
390
FAS Wealth Partners
Kansas
$3.52M +$135K +703 +4%
SFS
391
Sowell Financial Services
Arkansas
$3.49M -$285K -1,484 -8%
PAI
392
Pittenger & Anderson Inc
Nebraska
$3.48M – – –
WAP
393
Wealthcare Advisory Partners
Pennsylvania
$3.47M +$1.6M +8,317 +85%
TW
394
TritonPoint Wealth
Maryland
$3.46M -$1.08M -4,577 -24%
TWM
395
TriaGen Wealth Management
California
$3.44M +$542K +2,823 +19%
SC
396
Scotia Capital
Ontario, Canada
$3.41M +$200K +1,043 +6%
VIA
397
Vickerman Investment Advisors
Washington
$3.39M -$12.1K -63 -0.4%
EFS
398
Essex Financial Services
Connecticut
$3.37M +$73.1K +381 +2%
FFO
399
Fiduciary Family Office
Florida
$3.37M -$45.7K -238 -1%
QWP
400
Quotient Wealth Partners
Texas
$3.35M -$3.15M -16,403 -48%
14 15
16
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