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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 %
WIC
726
Woodmont Investment Counsel
Tennessee
$945K -$18.2K -95 -2%
ACP
727
Aveo Capital Partners
Colorado
$944K +$48.3K +262 +5%
DWT
728
Dorsey & Whitney Trust
South Dakota
$943K +$115K +601 +14%
SIA
729
Schechter Investment Advisors
Michigan
$943K -$57.8K -301 -6%
GIM
730
Goelzer Investment Management
Indiana
$938K – – –
SWA
731
Stratos Wealth Advisors
Ohio
$937K +$166K +865 +22%
BOH
732
Bank of Hawaii
Hawaii
$932K -$119K -620 -11%
TCOTS
733
Trust Company of the South
North Carolina
$932K +$393K +2,048 +73%
WI
734
WrapManager Inc
California
$930K -$2.3K -12 -0.2%
HFS
735
Hoge Financial Services
Pennsylvania
$926K -$13.6K -71 -1%
HPFG
736
Hart & Patterson Financial Group
Massachusetts
$926K -$10.4K -54 -1%
MWM
737
Mission Wealth Management
California
$925K +$136K +711 +17%
WFPG
738
Waller Financial Planning Group
Ohio
$925K -$5.57K -29 -0.6%
WQ
739
Wealth Quarterback
New Jersey
$912K -$53.9K -281 -6%
QCG
740
Quadrant Capital Group
Ohio
$909K – – –
GSWM
741
Greenup Street Wealth Management
Michigan
$903K -$491K -2,559 -35%
CPRC
742
Consolidated Portfolio Review Corp
New York
$889K -$15.7K -82 -2%
HWM
743
Hemington Wealth Management
Virginia
$888K – – –
EW
744
Evoke Wealth
California
$886K +$886K +4,616 New
SLT
745
St Louis Trust
Missouri
$881K – – –
FA
746
Financial Alternatives
California
$874K – – –
RCI
747
RS Crum Inc
California
$872K -$24.8K -129 -3%
BGA
748
Battery Global Advisors
Massachusetts
$872K – – –
PWA
749
Physician Wealth Advisors
Utah
$872K -$1.61K -9 -0.2%
TPWA
750
TRUE Private Wealth Advisors
Oregon
$868K +$149K +776 +21%
28 29
30
31 32