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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 %
HWA
426
Heartwood Wealth Advisors
Virginia
$2.98M -$4.03K -21 -0.1%
CBFP
427
Cedar Brook Financial Partners
Ohio
$2.97M +$329K +1,713 +12%
WRPWM
428
Werba Rubin Papier Wealth Management
California
$2.95M -$162K -842 -5%
SB
429
Simmons Bank
Arkansas
$2.93M -$36.5K -190 -1%
PFA
430
Pathway Financial Advisors
Vermont
$2.89M – – –
SWA
431
SOA Wealth Advisors
New York
$2.89M +$297K +1,548 +11%
AIM
432
Access Investment Management
Georgia
$2.88M – – –
CWA
433
CJM Wealth Advisers
Virginia
$2.87M +$26.9K +140 +0.9%
IA
434
IFG Advisory
Georgia
$2.85M -$161K -837 -5%
FFM
435
Forum Financial Management
Illinois
$2.84M -$6.01M -31,333 -68%
WTFG
436
Wells Trecaso Financial Group
Ohio
$2.82M +$17.3K +90 +0.6%
NF
437
Nikulski Financial
Iowa
$2.81M -$69.5K -362 -2%
PS
438
Principal Securities
Iowa
$2.8M -$261K -1,359 -9%
WP
439
WealthShield Partners
North Carolina
$2.79M -$506K -2,638 -15%
LWMNY
440
Landmark Wealth Management (New York)
New York
$2.77M -$6.72K -35 -0.2%
MOS
441
MGO One Seven
Ohio
$2.74M +$205K +1,068 +8%
SW
442
SlateStone Wealth
Florida
$2.74M -$111K -576 -4%
RCM
443
RMR Capital Management
California
$2.73M +$215K +1,121 +9%
LW
444
Linscomb Wealth
Texas
$2.72M -$57.4K -299 -2%
EA
445
Eclectic Associates
California
$2.7M +$211K +1,099 +8%
CANC
446
Culbertson A N & Co
Virginia
$2.68M +$150K +780 +6%
WCFA
447
Walkner Condon Financial Advisors
Wisconsin
$2.65M -$69.7K -363 -3%
WCA
448
Waypoint Capital Advisors
Minnesota
$2.62M -$107K -558 -4%
FFL
449
Financial Freedom LLC
Ohio
$2.61M +$1.34K +7 +0.1%
MBI
450
May Barnhard Investments
Maryland
$2.6M +$51.4K +268 +2%
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