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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 %
RWM
701
Revisor Wealth Management
Ohio
$1.02M +$706K +3,802 +227%
GP
702
Girard Partners
Pennsylvania
$1.02M -$323K -1,682 -24%
WFAG
703
Wescott Financial Advisory Group
Pennsylvania
$1.01M -$95K -495 -9%
KA
704
Klingman & Associates
New York
$1.01M -$18K -94 -2%
VAG
705
Vannoy Advisory Group
Texas
$1.01M -$9.21K -48 -0.9%
MF
706
Meridian Financial
Massachusetts
$1.01M +$50.9K +265 +5%
OC
707
Oppenheimer & Co
New York
$1.01M +$41.3K +215 +4%
SWM
708
Silverlake Wealth Management
Vermont
$1M -$8.44K -44 -0.8%
FNBOMD
709
First National Bank of Mount Dora
Florida
$997K -$25.3K -132 -2%
RRA
710
Round Rock Advisors
Connecticut
$992K -$35.5K -185 -3%
IGGA
711
Iron Gate Global Advisors
Utah
$987K -$92.7K -486 -9%
CFGSD
712
Compass Financial Group (South Dakota)
South Dakota
$984K +$22.1K +115 +2%
BAMG
713
Brand Asset Management Group
Missouri
$983K +$62K +323 +7%
ST
714
Smithfield Trust
Pennsylvania
$980K +$44.3K +231 +5%
KCM
715
Kathmere Capital Management
Pennsylvania
$980K +$1.73K +9 +0.2%
CFS
716
Coordinated Financial Services
Colorado
$980K +$980K +5,106 New
MSFS
717
Main Street Financial Solutions
Pennsylvania
$979K +$64.9K +338 +7%
MCM
718
MidAtlantic Capital Management
Virginia
$979K – – –
BAM
719
Belpointe Asset Management
Nevada
$976K +$976K +5,086 New
WA
720
Wealth Alliance
New York
$967K +$29.9K +156 +3%
GGS
721
Galvin Gaustad & Stein
Arizona
$959K -$35.5K -185 -4%
BWP
722
BSW Wealth Partners
Colorado
$959K +$173K +900 +22%
FDDB
723
Fidelity D&D Bancorp
Pennsylvania
$955K -$67.2K -350 -7%
BC
724
Bowman & Company
Wisconsin
$954K -$74.4K -388 -7%
MA
725
Montag & Associates
Georgia
$951K +$576 +3 +0.1%
27 28
29
30 31