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 %
MFG
651
MidWestOne Financial Group
Iowa
$1.21M -$540K -2,812 -31%
CCM
652
Condor Capital Management
New Jersey
$1.21M -$2.11K -11 -0.2%
AIA
653
Alera Investment Advisors
Illinois
$1.2M – – –
GAA
654
Global Assets Advisory
Florida
$1.19M +$1.19M +226,759 New
CCB
655
Country Club Bank
Missouri
$1.19M -$11.3K -59 -0.9%
Wellington Management Group
656
Wellington Management Group
Massachusetts
$1.19M – – –
HCM
657
Hall Capital Management
Rhode Island
$1.18M +$25.1K +131 +2%
SFP
658
Strategic Financial Partners
Oregon
$1.18M +$14.2K +74 +1%
TDWM
659
Topel & Distasi Wealth Management
California
$1.18M -$9.98K -52 -0.8%
HA
660
HC Advisors
Georgia
$1.17M – – –
AWM
661
Arista Wealth Management
Nevada
$1.17M -$1.51M -7,861 -56%
KAM
662
KEB Asset Management
Illinois
$1.17M -$22.1K -115 -2%
JWM
663
Janiczek Wealth Management
Colorado
$1.16M – – –
TCA
664
Transcend Capital Advisors
New Jersey
$1.16M +$223K +1,160 +24%
AIA
665
Arbor Investment Advisors
North Carolina
$1.16M -$21.3K -111 -2%
CPA
666
Clear Point Advisors
New York
$1.15M +$65.4K +341 +6%
PCA
667
Prosperity Capital Advisors
Ohio
$1.15M +$146K +761 +15%
IA
668
Insight Advisors
Pennsylvania
$1.13M – – –
Bessemer Group
669
Bessemer Group
New Jersey
$1.13M -$109K -567 -9%
LC
670
Lindbrook Capital
California
$1.13M – – –
ATWA
671
Arbor Trust Wealth Advisors
Michigan
$1.12M -$10.1K -55 -0.9%
FB
672
Fulton Bank
Pennsylvania
$1.12M -$105K -546 -9%
SW
673
SVB Wealth
Massachusetts
$1.11M -$337K -1,759 -23%
DAS
674
Diversify Advisory Services
Utah
$1.11M +$1.11M +5,850 New
CSIA
675
Conrad Siegel Investment Advisors
Pennsylvania
$1.11M -$261K -1,359 -19%
25 26
27
28 29