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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 %
GWM
401
Greenhouse Wealth Management
Connecticut
$3.35M +$15.5K +81 +0.5%
MCWS
402
McKinley Carter Wealth Services
West Virginia
$3.35M -$219K -1,140 -6%
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$3.3M -$211K -1,100 -6%
3IP
404
3Chopt Investment Partners
Virginia
$3.29M -$115K -600 -3%
NW
405
NewEdge Wealth
Pennsylvania
$3.29M +$252K +1,377 +8%
NWM
406
Northwest Wealth Management
Iowa
$3.28M -$133K -691 -4%
Jane Street
407
Jane Street
New York
$3.26M +$3.26M +16,991 New
TC
408
TownSquare Capital
Utah
$3.25M +$246K +1,283 +8%
KDA
409
Kraft Davis & Associates
Missouri
$3.25M +$908K +4,795 +39%
LIA
410
LS Investment Advisors
Michigan
$3.22M -$508K -2,650 -14%
MHIC
411
Marble Harbor Investment Counsel
Massachusetts
$3.21M +$110K +575 +4%
REMPR
412
Roof Eidam Maycock Peralta (REMP)
California
$3.18M +$114K +592 +4%
ZC
413
Zeit Capital
Colorado
$3.16M +$41.3K +215 +1%
PFS
414
Prospera Financial Services
Texas
$3.16M -$491K -2,554 -13%
WF
415
Warner Financial
Maryland
$3.14M +$116K +606 +4%
AF
416
Advisornet Financial
Minnesota
$3.11M -$1.7M -8,855 -35%
AFTS
417
American Financial & Tax Strategies
New York
$3.1M -$79.1K -412 -2%
CFA
418
Cahill Financial Advisors
Minnesota
$3.1M +$221K +1,153 +8%
FWM
419
Forza Wealth Management
Florida
$3.08M -$41.3K -215 -1%
CDH
420
Charles D. Hyman
$3.08M – – –
WFM
421
Wolff Financial Management
Michigan
$3.05M +$41.1K +214 +1%
EPW
422
Evergreen Private Wealth
Colorado
$3M -$808K -4,211 -21%
EA
423
Echo45 Advisors
California
$2.99M +$22.6K +118 +0.8%
WPC
424
Wedmont Private Capital
Pennsylvania
$2.99M -$18.7K -99 -0.6%
JWCA
425
J.W. Cole Advisors
Florida
$2.98M -$1.27M -6,641 -30%
15 16
17
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