VBR icon

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 %
ATI
626
ARK & TLK Investments
Oklahoma
$1.31M +$259K +1,351 +25%
CA
627
Clearstead Advisors
Ohio
$1.3M -$131K -695 -9%
LWM
628
Liberty Wealth Management
California
$1.3M +$859K +4,479 +196%
BMCM
629
Burns Matteson Capital Management
New York
$1.3M -$293K -1,525 -18%
D
630
Dentgroup
Louisiana
$1.29M -$58.7K -306 -4%
Lido Advisors
631
Lido Advisors
California
$1.29M +$171K +891 +15%
MA
632
Mutual Advisors
Nebraska
$1.29M +$56.8K +296 +5%
1IA
633
1834 Investment Advisors
Wisconsin
$1.28M +$474K +2,469 +59%
PSF
634
Pacific Sun Financial
California
$1.28M +$15.4K +80 +1%
EWA
635
Evolution Wealth Advisors
Florida
$1.27M +$63.7K +332 +5%
EE
636
EWG Elevate
California
$1.27M +$1.15K +6 +0.1%
PI
637
PFG Investments
New York
$1.26M +$930K +4,846 +283%
LFA
638
Level Financial Advisors
New York
$1.25M -$47.4K -247 -4%
BIM
639
Baldwin Investment Management
Pennsylvania
$1.25M +$671K +3,498 +116%
TC
640
Trust Company
Kansas
$1.25M -$86.9K -453 -7%
RFS
641
Richardson Financial Services
Massachusetts
$1.25M +$286K +1,493 +30%
LSA
642
Lion Street Advisors
Texas
$1.25M – – –
AA
643
Alesco Advisors
New York
$1.24M – – –
PCM
644
Parsons Capital Management
Rhode Island
$1.24M +$4.22K +22 +0.3%
VFPW
645
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.24M +$14.4K +75 +1%
TFS
646
Thoroughbred Financial Services
Tennessee
$1.23M -$205K -1,068 -14%
Financial Engines Advisors
647
Financial Engines Advisors
California
$1.23M -$167K -868 -12%
FA
648
Fermata Advisors
California
$1.23M -$29.7K -155 -2%
JC
649
Jentner Corp
Ohio
$1.22M -$24.6K -128 -2%
SWM
650
Schwallier Wealth Management
Michigan
$1.22M -$176K -915 -13%
24 25
26
27 28