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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 %
LIM
476
Leavell Investment Management
Alabama
$2.42M -$140K -732 -5%
VW
477
Vance Wealth
California
$2.39M +$55.8K +291 +2%
ANTB
478
AMG National Trust Bank
Colorado
$2.39M +$42.6K +222 +2%
GAM
479
Gotham Asset Management
New York
$2.38M +$131K +685 +6%
R
480
Rebalance
California
$2.36M -$168K -875 -7%
HF
481
HRT Financial
New York
$2.34M +$2.34M +12,183 New
AIM
482
Acropolis Investment Management
Missouri
$2.33M -$88.8K -463 -4%
BBW
483
Blue Barn Wealth
Utah
$2.33M -$38.8K -202 -2%
RPSA
484
Richard P. Slaughter Associates
Texas
$2.33M -$119K -621 -5%
RA
485
Riversedge Advisors
Delaware
$2.3M +$198K +1,033 +9%
BWM
486
Brown Wealth Management
Illinois
$2.3M +$32.8K +171 +1%
CFD
487
Creative Financial Designs
Indiana
$2.29M +$1.92K +10 +0.1%
ECM
488
Elgethun Capital Management
South Dakota
$2.29M +$335K +1,755 +17%
NFP
489
NorthLanding Financial Partners
New York
$2.26M +$95.9K +500 +4%
AIM
490
Alhambra Investment Management
Florida
$2.25M +$911K +4,746 +68%
PIMG
491
Patriot Investment Management Group
Tennessee
$2.25M -$49.9K -260 -2%
BCM
492
Brookstone Capital Management
Illinois
$2.25M +$66K +344 +3%
PL
493
Plancorp LLC
Missouri
$2.25M +$112K +585 +5%
ORC
494
O'Rourke & Company
Massachusetts
$2.24M +$410K +2,135 +22%
CAL
495
Capital Analysts LLC
Pennsylvania
$2.24M +$34.9K +182 +2%
EWM
496
Evermay Wealth Management
Virginia
$2.23M +$1.61M +8,405 +263%
WSTAM
497
Wilbanks Smith & Thomas Asset Management
Virginia
$2.22M -$6.72K -35 -0.3%
ABC
498
Associated Banc-Corp
Wisconsin
$2.22M +$96.7K +504 +5%
FUBT
499
First United Bank & Trust
Maryland
$2.21M +$2.88K +15 +0.1%
SMA
500
Sage Mountain Advisors
Georgia
$2.2M -$441K -2,300 -17%
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