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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,367 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, 528 increasing their positions, 523 reducing their positions, and 73 closing their positions.

Holders
1,367
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.82%
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
528
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
1
Bank of America
North Carolina
$3.03B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$116M
3
SAG
3
SageView Advisory Group
California
$82.4M
4
AssetMark Inc
4
AssetMark Inc
California
$678M
5
EF
5
Empowered Funds
Pennsylvania
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$799M
2
Betterment LLC
2
Betterment LLC
New York
$818M
3
Goldman Sachs
3
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$101M 523,741 +17,664 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$93.2M 485,467 -44,816 -8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$91.1M 474,644 +1,377 +0.3%
UCFA
29
United Capital Financial Advisors
Texas
$84.4M 439,969 -20,999 -5%
SAG
30
SageView Advisory Group
California
$82.4M 470,292 +465,847 +10,480%
SC
31
Savant Capital
Illinois
$82.2M 428,430 -7,936 -2%
CAN
32
Cetera Advisor Networks
California
$80.3M 418,593 +8,530 +2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$78.2M 407,382 -5,063 -1%
FG
34
Foster Group
Iowa
$75.9M 395,621 -11,605 -3%
Retirement Systems of Alabama
35
Retirement Systems of Alabama
Alabama
$73.4M 382,480 – –
CFM
36
Comprehensive Financial Management
California
$72.3M 376,876 -271 -0.1%
Mariner
37
Mariner
Kansas
$71.6M 373,287 +5,177 +1%
SGAM
38
Stephens Group Asset Management
Arkansas
$71.5M 372,658 -141 -0%
RJA
39
Raymond James & Associates
Florida
$71.1M 370,575 -47,247 -11%
RWP
40
RWA Wealth Partners
Massachusetts
$70.6M 367,971 +7,542 +2%
PP
41
PDS Planning
Ohio
$69.5M 362,364 +6,308 +2%
MGIA
42
Moneta Group Investment Advisors
Missouri
$65.9M 343,458 +90,213 +36%
EWA
43
Exencial Wealth Advisors
Oklahoma
$63.8M 332,480 -8,945 -3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$62.9M 327,987 -10,107 -3%
Charles Schwab
45
Charles Schwab
California
$62.3M 324,631 -16,108 -5%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$61.3M 319,367 +2,928 +0.9%
Stifel Financial
47
Stifel Financial
Missouri
$60M 312,594 +13,654 +5%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$59.9M 312,028 -8,072 -3%
RA
49
Rodgers & Associates
Pennsylvania
$56.7M 295,571 -616 -0.2%
MWM
50
Modera Wealth Management
New Jersey
$56.3M 293,469 +13,482 +5%
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