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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 %
PS
576
Portfolio Strategies
New York
$1.62M +$1.62M +8,447 New
CWAG
577
Compton Wealth Advisory Group
Virginia
$1.62M -$4.8K -25 -0.3%
Victory Capital Management
578
Victory Capital Management
Texas
$1.61M -$291K -1,518 -15%
WWWM
579
White Wing Wealth Management
Texas
$1.61M -$2.22M -11,674 -58%
SWM
580
SeaCrest Wealth Management
New York
$1.61M +$202K +1,053 +14%
HNB
581
Huntington National Bank
Ohio
$1.6M -$1.26M – –
BF
582
BOK Financial
Oklahoma
$1.57M +$82.1K +432 +6%
MFS
583
McNamara Financial Services
Massachusetts
$1.57M -$84K -438 -5%
ECG
584
Edge Capital Group
Georgia
$1.54M +$73.3K +382 +5%
PWMG
585
Pioneer Wealth Management Group
Texas
$1.54M -$1.27M -6,596 -45%
CCA
586
Cadent Capital Advisors
Oklahoma
$1.54M -$520K -2,708 -25%
Empower Advisory Group
587
Empower Advisory Group
Colorado
$1.53M -$38.2K -199 -2%
TCOV
588
Trust Company of Vermont
Vermont
$1.52M +$33.8K +176 +2%
BCG
589
Breakwater Capital Group
New Jersey
$1.52M -$3.45K -18 -0.2%
CFO
590
Colony Family Offices
North Carolina
$1.52M – – –
TFF
591
The Family Firm
Maryland
$1.51M -$192 -1 -0%
JFG
592
Jefferies Financial Group
New York
$1.51M -$113K -588 -7%
PCP
593
Proficio Capital Partners
Massachusetts
$1.51M – – –
CFB
594
Cullen/Frost Bankers
Texas
$1.51M -$13.6K -71 -0.9%
NDSI
595
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M -$7.48K -39 -0.5%
AIA
596
Ally Invest Advisors
North Carolina
$1.48M +$235K +1,223 +19%
FLPIM
597
F.L. Putnam Investment Management
Massachusetts
$1.46M -$93.1K -485 -6%
AFG
598
Atomi Financial Group
New York
$1.45M +$141K +737 +11%
CFGS
599
Concourse Financial Group Securities
Alabama
$1.44M +$2.11K +11 +0.1%
ACA
600
Aptus Capital Advisors
Alabama
$1.44M +$62.6K +326 +5%
22 23
24
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