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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 %
MPW
601
MGO Private Wealth
California
$1.44M +$3.45K +18 +0.2%
OWA
602
Octavia Wealth Advisors
Ohio
$1.44M -$13.9M -72,452 -91%
CD
603
Chapin Davis
Maryland
$1.44M -$13.8K -72 -1%
BWM
604
BigSur Wealth Management
Florida
$1.43M +$825K +4,300 +136%
AA
605
Aire Advisors
California
$1.43M +$83.8K +436 +6%
DAS
606
Dynamic Advisor Solutions
Arizona
$1.43M -$122K -635 -8%
CIBC Private Wealth Group
607
CIBC Private Wealth Group
Georgia
$1.42M -$198K -1,041 -12%
GA
608
GFS Advisors
Texas
$1.41M -$2.3K -12 -0.2%
IC
609
IEQ Capital
California
$1.41M +$44.9K +234 +3%
SHFA
610
SC&H Financial Advisors
Maryland
$1.41M -$37.8K -197 -3%
NCTC
611
New Covenant Trust Company
Indiana
$1.4M +$1.4M +7,301 New
RTL
612
Red Tortoise LLC
Georgia
$1.4M +$47.6K +248 +4%
GVAG
613
Great Valley Advisor Group
Delaware
$1.39M +$15K +78 +1%
CMBA
614
C.M. Bidwell & Associates
Hawaii
$1.39M -$10.6K -55 -0.8%
BEAM
615
Baker Ellis Asset Management
Washington
$1.39M -$71K -370 -5%
MC
616
Matisse Capital
Oregon
$1.38M +$416K +2,170 +43%
HNB
617
Hilltop National Bank
Wyoming
$1.38M +$1.38M +7,208 New
SF
618
Synovus Financial
Georgia
$1.36M +$12.3K +64 +0.9%
KWM
619
Kingsview Wealth Management
Oregon
$1.36M -$33.6K -175 -2%
MGWA
620
Monument Group Wealth Advisors
Massachusetts
$1.34M -$25.9K -135 -2%
BCA
621
Bay Colony Advisors
Massachusetts
$1.33M +$5.76K +30 +0.4%
HIC
622
Hartline Investment Corp
Illinois
$1.33M +$1.33M +6,920 New
FHC
623
Forest Hill Capital
Arkansas
$1.32M – – –
FFN
624
Focus Financial Network
Minnesota
$1.31M +$37.5K +211 +3%
EDRIA
625
Edmonds Duncan Registered Investment Advisors
Kansas
$1.31M +$13.2K +686 +1%
23 24
25
26 27