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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 %
WA
451
WP Advisors
California
$2.58M +$12.9K +67 +0.5%
MCA
452
MSH Capital Advisors
Arizona
$2.58M -$5.37K -28 -0.2%
FAIM
453
Financial Advocates Investment Management
Washington
$2.58M -$982K -5,733 -28%
CF
454
Corrigan Financial
Rhode Island
$2.57M -$68.9K -359 -3%
NSIM
455
North Star Investment Management
Illinois
$2.56M +$150K +783 +6%
CPA
456
Capital Performance Advisors
California
$2.55M +$123K +641 +5%
EWA
457
EverSource Wealth Advisors
Alabama
$2.55M -$26K -144 -1%
Millennium Management
458
Millennium Management
New York
$2.54M -$1.43M -7,431 -36%
PWM
459
PBMares Wealth Management
Virginia
$2.53M +$928K +4,838 +58%
SWP
460
Stratos Wealth Partners
Ohio
$2.52M -$170K -886 -6%
KeyBank National Association
461
KeyBank National Association
Ohio
$2.51M -$13.2K -69 -0.5%
SOS
462
Silver Oak Securities
Tennessee
$2.49M -$481K -2,506 -16%
VF
463
Vawter Financial
Ohio
$2.49M -$183K -952 -7%
SC
464
SouthState Corp
Florida
$2.49M – – –
VAM
465
Verity Asset Management
North Carolina
$2.49M +$366K +1,906 +17%
MCA
466
Maryland Capital Advisors
Maryland
$2.48M -$75.6K -394 -3%
SFP
467
Sterling Financial Planning
New Jersey
$2.46M -$41.4K -216 -2%
MA
468
MAS Advisors
Florida
$2.45M – – –
DPI
469
Diversified Portfolios Inc
Michigan
$2.45M -$17.5K -91 -0.7%
CFAM
470
Center For Asset Management
Florida
$2.44M +$26.3K +137 +1%
CC
471
Cypress Capital
Tennessee
$2.44M -$73.5K -383 -3%
MECA
472
Miller Equity Capital Advisors
Texas
$2.43M – – –
PWM
473
Paulson Wealth Management
Illinois
$2.43M -$347K -1,810 -13%
MMA
474
Miracle Mile Advisors
California
$2.43M -$18.2K -95 -0.7%
RGC
475
Roberts, Glore & Co
Illinois
$2.42M -$54.7K -285 -2%
17 18
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