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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,367 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, 528 increasing their positions, 523 reducing their positions, and 73 closing their positions.

Holders
1,367
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.82%
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
528
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
1
Bank of America
North Carolina
$3.03B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$116M
3
SAG
3
SageView Advisory Group
California
$82.4M
4
AssetMark Inc
4
AssetMark Inc
California
$678M
5
EF
5
Empowered Funds
Pennsylvania
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$799M
2
Betterment LLC
2
Betterment LLC
New York
$818M
3
Goldman Sachs
3
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
VFP
51
Verus Financial Partners
Virginia
$56.3M 293,449 +2,242 +0.8%
JFG
52
JMG Financial Group
Illinois
$54.8M 285,746 -1,321 -0.5%
MIAS
53
Mason Investment Advisory Services
Virginia
$54M 281,631 +512 +0.2%
SP
54
Symmetry Partners
Connecticut
$52.8M 275,266 -219,537 -44%
MAG
55
Mokosak Advisory Group
Iowa
$52.3M 272,633 +8,945 +3%
PAS
56
Park Avenue Securities
New York
$50.6M 263,550 +9,941 +4%
BFA
57
Bragg Financial Advisors
North Carolina
$49.9M 260,267 +5,439 +2%
LNC
58
Lincoln National Corp
Pennsylvania
$49.1M 256,007 -4,494 -2%
MML Investors Services
59
MML Investors Services
Massachusetts
$48.6M 253,032 -9,543 -4%
CAM
60
Cresset Asset Management
Illinois
$47.7M 248,423 +5,417 +2%
CFFP
61
Center for Financial Planning
Michigan
$46.8M 243,933 +6,964 +3%
Creative Planning
62
Creative Planning
Kansas
$46.6M 242,632 +223 +0.1%
EH
63
Equitable Holdings
New York
$46.6M 242,618 +7,084 +3%
ZF
64
Zhang Financial
Michigan
$46.3M 241,496 -3,999 -2%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$44.9M 234,010 -6,428 -3%
B
66
Bailard
California
$44.8M 233,416 +5,283 +2%
Cerity Partners
67
Cerity Partners
New York
$44.4M 231,816 -508 -0.2%
TSW
68
Thompson Siegel & Walmsley
Virginia
$44.3M 230,983 +5,517 +2%
MWM
69
Merriman Wealth Management
Washington
$42M 219,021 -11,266 -5%
BSW
70
Buckingham Strategic Wealth
Missouri
$41M 213,604 -113 -0.1%
IWA
71
Inspirion Wealth Advisors
Illinois
$41M 213,562 +4,713 +2%
Truist Financial
72
Truist Financial
North Carolina
$40.7M 212,142 -5,757 -3%
AI
73
Atria Investments
North Carolina
$39.7M 206,981 +2,942 +1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$38.6M 201,362 -302,151 -60%
APG
75
Abacus Planning Group
South Carolina
$38.5M 200,772 +5,744 +3%
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