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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 %
MFG
526
Midwest Financial Group
Kansas
$1.95M +$140K +731 +8%
FLI
527
Family Legacy Inc
South Carolina
$1.94M -$26.3K -137 -1%
PBF
528
Petix & Botte Financial
California
$1.93M +$420K +2,191 +28%
EAM
529
Evanson Asset Management
California
$1.93M +$192 +1 +0%
BCM
530
BTC Capital Management
Iowa
$1.92M +$1.92M +10,025 New
WP
531
Wealthspan Partners
Iowa
$1.92M +$64.3K +335 +3%
CCWA
532
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.92M – – –
TFP
533
Triune Financial Partners
Kansas
$1.92M -$111K -578 -5%
1WA
534
180 Wealth Advisors
Washington
$1.91M -$15K -78 -0.8%
DSC
535
Duncker Streett & Co
Missouri
$1.91M -$1.15K -6 -0.1%
FA
536
Faithward Advisors
Pennsylvania
$1.91M -$85.8K -447 -4%
WPWM
537
Windward Private Wealth Management
Kansas
$1.91M -$335K -1,746 -15%
TP
538
Tranquility Partners
Tennessee
$1.9M +$13.8K +72 +0.7%
TFA
539
Tobias Financial Advisors
Florida
$1.89M -$5.95K -31 -0.3%
RWG
540
Ratio Wealth Group
Colorado
$1.89M -$20.9K -109 -1%
MSF
541
Mustard Seed Financial
Arkansas
$1.88M -$26.3K -137 -1%
ATC
542
Argent Trust Co
Tennessee
$1.88M -$72K -375 -4%
TI
543
Tidal Investments
Wisconsin
$1.86M +$1.86M +9,680 New
CW
544
Cooksen Wealth
Texas
$1.85M +$52.4K +273 +3%
WBC
545
West Branch Capital
Massachusetts
$1.84M -$69.5K -362 -4%
CSWM
546
Cassady Schiller Wealth Management
Ohio
$1.83M -$11.9K -62 -0.6%
PMG
547
ProVise Management Group
Florida
$1.83M -$142K -742 -7%
RFA
548
Resurgent Financial Advisors
Georgia
$1.82M +$919K +4,790 +102%
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$1.82M – – –
SQA
550
Simon Quick Advisors
New Jersey
$1.8M -$66.8K -348 -4%
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