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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 %
HB
551
Horizon Bancorp
Indiana
$1.8M +$44.3K +231 +3%
IAA
552
Independent Advisor Alliance
North Carolina
$1.78M -$1.76M -9,148 -50%
PCMC
553
Paragon Capital Management (Colorado)
Colorado
$1.78M -$257K -1,339 -13%
NRI
554
NFP Retirement Inc
California
$1.77M -$440K -2,293 -20%
PD
555
Planning Directions
Pennsylvania
$1.76M +$28.2K +147 +2%
PVI
556
Pine Valley Investments
New Jersey
$1.76M -$5.76K -30 -0.3%
CAG
557
Csenge Advisory Group
Florida
$1.76M +$327K +1,705 +23%
DB
558
Dravo Bay
Delaware
$1.75M +$197K +1,028 +13%
ES
559
Eagle Strategies
New York
$1.74M -$7.72M -40,243 -82%
CAG
560
Curtis Advisory Group
California
$1.74M -$40.7K -212 -2%
MSWMA
561
Market Street Wealth Management Advisors
Indiana
$1.72M -$39.7K -207 -2%
SCG
562
Sonata Capital Group
Washington
$1.71M +$143K +743 +9%
WA
563
Waverly Advisors
Alabama
$1.71M +$503K +2,620 +42%
GRP
564
Global Retirement Partners
California
$1.69M -$13.6K -71 -0.8%
MSWM
565
McGlone Suttner Wealth Management
Wisconsin
$1.69M -$186K -967 -10%
NFG
566
Nations Financial Group
Iowa
$1.68M -$24.4K -127 -1%
MA
567
MONECO Advisors
Connecticut
$1.68M -$11.3K -59 -0.7%
SCP
568
Stevens Capital Partners
Nebraska
$1.67M -$98.6K -514 -6%
MFIM
569
Mesirow Financial Investment Management
Illinois
$1.66M +$90.4K +471 +6%
GPA
570
Guidance Point Advisors
Massachusetts
$1.66M +$8.06K +42 +0.5%
GCA
571
Gradient Capital Advisors
California
$1.66M -$161K -838 -9%
OCPWS
572
One Charles Private Wealth Services
Massachusetts
$1.65M +$31.1K +162 +2%
TPCW
573
TD Private Client Wealth
New York
$1.65M +$141K +736 +9%
SFA
574
Sequoia Financial Advisors
Ohio
$1.64M -$12.7K -66 -0.8%
HR
575
Hardy Reed
Mississippi
$1.62M – – –
21 22
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