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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,357 hedge funds and large institutions have $16B invested in Vanguard Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 483 increasing their positions, 526 reducing their positions, and 73 closing their positions.

Holders
1,357
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.74%
Holding in Top 10
108
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.47%
% of All Funds
1.57%
New
80
Increased
483
Reduced
526
Closed
73
Calls
$7.39M
Puts
$3.76M
Net Calls
+$3.63M
Net Calls Change
-$4.14M

Top Buyers

1
AA
1
Axiom Advisory
California
$249M
2
Bank of America
2
Bank of America
North Carolina
$3.07B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$92.6M
4
SP
4
Symmetry Partners
Connecticut
$90.5M
5
AssetMark Inc
5
AssetMark Inc
California
$671M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$429M
2
SAG
2
SageView Advisory Group
California
$942K
3
Betterment LLC
3
Betterment LLC
New York
$700M
4
Morgan Stanley
4
Morgan Stanley
New York
$708M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$54.3M 297,539 -15,055 -5%
VFP
52
Verus Financial Partners
Virginia
$53.4M 292,818 -631 -0.2%
JFG
53
JMG Financial Group
Illinois
$52.4M 287,007 +1,261 +0.4%
PAS
54
Park Avenue Securities
New York
$52.2M 286,021 +22,471 +9%
MIAS
55
Mason Investment Advisory Services
Virginia
$52M 285,141 +3,510 +1%
MAG
56
Mokosak Advisory Group
Iowa
$50.3M 275,450 +2,817 +1%
BFA
57
Bragg Financial Advisors
North Carolina
$49M 268,493 +8,226 +3%
CAM
58
Cresset Asset Management
Illinois
$48.9M 266,306 +17,883 +7%
Cerity Partners
59
Cerity Partners
New York
$47.6M 260,765 +28,949 +12%
CFFP
60
Center for Financial Planning
Michigan
$44.9M 245,894 +1,961 +0.8%
Creative Planning
61
Creative Planning
Kansas
$44.6M 244,171 +1,539 +0.6%
ZF
62
Zhang Financial
Michigan
$44.3M 242,984 +1,488 +0.6%
SI
63
Stephens Inc
Arkansas
$43.3M 237,424 +38,979 +20%
MML Investors Services
64
MML Investors Services
Massachusetts
$42.7M 233,852 -19,180 -8%
TSW
65
Thompson Siegel & Walmsley
Virginia
$42.5M 232,988 +2,005 +0.9%
FG
66
Foster Group
Iowa
$41.7M 228,690 -166,931 -42%
B
67
Bailard
California
$41.5M 227,499 -5,917 -3%
IWA
68
Inspirion Wealth Advisors
Illinois
$40.1M 219,564 +6,002 +3%
MWM
69
Merriman Wealth Management
Washington
$39.9M 218,559 -462 -0.2%
Truist Financial
70
Truist Financial
North Carolina
$38.2M 209,379 -2,763 -1%
BSW
71
Buckingham Strategic Wealth
Missouri
$37.8M 207,143 -6,461 -3%
EH
72
Equitable Holdings
New York
$37.7M 206,324 -36,294 -15%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$37.4M 204,911 +3,549 +2%
LNC
74
Lincoln National Corp
Pennsylvania
$36.6M 200,455 -55,552 -22%
APG
75
Abacus Planning Group
South Carolina
$35.6M 194,882 -5,890 -3%
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