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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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$2.18M +$149K +778 +7%
AFAS
502
Acorn Financial Advisory Services
Virginia
$2.15M -$253K -1,320 -11%
GWM
503
Geneos Wealth Management
Colorado
$2.14M -$321K -1,675 -13%
AG
504
Ascent Group
Virginia
$2.13M -$77.5K -404 -4%
FFP
505
Forbes Financial Planning
Rhode Island
$2.1M +$720K +3,753 +52%
CCM
506
Coldstream Capital Management
Washington
$2.1M -$419K -2,185 -17%
GBT
507
Grove Bank & Trust
Florida
$2.09M +$156K +813 +8%
SJL
508
Shayne & Jacobs LLC
Tennessee
$2.08M – – –
RIA
509
Regal Investment Advisors
Michigan
$2.07M +$36.7K +191 +2%
WIP
510
WealthCare Investment Partners
Rhode Island
$2.07M -$680K -3,546 -25%
BCI
511
Brinker Capital Investments
Pennsylvania
$2.06M +$357K +1,858 +21%
OPS
512
Orion Portfolio Solutions
Nebraska
$2.06M +$357K +1,858 +21%
RC
513
Roundview Capital
New Jersey
$2.05M -$192 -1 -0%
PA
514
Probity Advisors
Texas
$2.05M – – –
BHWM
515
Beaird Harris Wealth Management
Texas
$2.03M -$48K -250 -2%
MFG
516
Magnus Financial Group
New York
$2.03M -$5.95K -31 -0.3%
TCM
517
Telos Capital Management
California
$2.02M -$31.5K -164 -2%
ADL
518
Asset Dedication LLC
California
$2.02M +$53.1K +277 +3%
WB
519
WesBanco Bank
West Virginia
$2.01M +$738K +3,845 +58%
HI
520
Harbour Investments
Wisconsin
$2.01M +$43.7K +228 +2%
MGW
521
MB Generational Wealth
Washington
$1.99M -$1.43M -4,331 -42%
KAM
522
Kraft Asset Management
Tennessee
$1.98M -$81.2K -423 -4%
CSB
523
City State Bank
Iowa
$1.97M -$13.2K -69 -0.7%
CM
524
Columbus Macro
Pennsylvania
$1.96M +$69.8K +364 +4%
NOI
525
Newton One Investments
Delaware
$1.96M -$60.1K -313 -3%
19 20
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