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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 %
CIC
676
Carnegie Investment Counsel
Ohio
$1.11M +$5.95K +31 +0.5%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$1.11M +$375K +1,956 +51%
PIA
678
Perennial Investment Advisors
California
$1.1M -$11.7K -61 -1%
BP
679
Ballentine Partners
Massachusetts
$1.1M – – –
CCG
680
Chatham Capital Group
Georgia
$1.1M – – –
HVP
681
Hudson Value Partners
Florida
$1.09M +$107K +557 +11%
KWMG
682
King Wealth Management Group
Florida
$1.09M +$81.3K +424 +8%
HP
683
Holistic Planning
Texas
$1.09M +$15.2K +79 +1%
LWM
684
LongView Wealth Management
Georgia
$1.09M +$67.2K +350 +7%
GIA
685
GHP Investment Advisors
Colorado
$1.08M +$109K +566 +11%
CCM
686
Carlson Capital Management
Minnesota
$1.08M -$16.9M -88,312 -94%
BFA
687
Beacon Financial Advisory
Ohio
$1.08M -$99.5K -508 -8%
JCM
688
Jacobi Capital Management
Pennsylvania
$1.08M -$43.8K -228 -4%
SW
689
Simplicity Wealth
New Jersey
$1.08M +$1.08M +5,624 New
CCA
690
Clarity Capital Advisors
Florida
$1.07M +$95.8K +499 +10%
MFT
691
Moisand Fitzgerald Tamayo
Florida
$1.06M -$4.22K -22 -0.4%
HA
692
HFG Advisors
Ohio
$1.06M -$3.96M -20,652 -79%
MWM
693
Meritas Wealth Management
California
$1.06M -$6.91K -36 -0.6%
UAG
694
United Advisor Group
Ohio
$1.06M +$336K +1,752 +47%
IFWM
695
Institute for Wealth Management
Colorado
$1.05M +$4.22K +22 +0.4%
WS
696
Wedbush Securities
California
$1.05M -$492K -2,564 -32%
USCWA
697
U.S. Capital Wealth Advisors
Texas
$1.05M -$18.4K -96 -2%
SWRP
698
Summit Wealth & Retirement Planning
California
$1.04M +$267K +1,389 +34%
BWM
699
BCS Wealth Management
Tennessee
$1.02M +$6.34K +33 +0.6%
KNFPWM
700
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.02M -$160K -835 -14%
26 27
28
29 30