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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 %
RPGK
751
Retirement Planning Group (Kansas)
Kansas
$866K +$614K +3,199 +244%
WFS
752
Weitzel Financial Services
Iowa
$855K -$782K -4,110 -48%
ODIJL
753
One Day In July LLC
Vermont
$853K +$6.14K +32 +0.7%
CCM
754
Canal Capital Management
Virginia
$841K – – –
Allspring Global Investments
755
Allspring Global Investments
North Carolina
$838K +$24.4K +127 +3%
NRG
756
Nemes Rush Group
Michigan
$833K +$12.1K +63 +1%
FA
757
Flagstar Advisors
New York
$830K +$188K +977 +29%
WH
758
Willner & Heller
California
$829K +$4.03K +21 +0.5%
CHC
759
City Holding Co
West Virginia
$828K +$120K +626 +17%
DI
760
Disciplined Investments
Oklahoma
$827K -$4.22K -22 -0.5%
AIM
761
Anchor Investment Management
South Carolina
$824K +$21.5K +112 +3%
TWP
762
Tyche Wealth Partners
Texas
$822K -$185K -962 -18%
Neuberger Berman Group
763
Neuberger Berman Group
New York
$821K +$18K +94 +2%
CTA
764
Chesley Taft & Associates
Illinois
$821K -$72.9K -380 -8%
DWA
765
Dougherty Wealth Advisers
Minnesota
$816K – – –
AMM
766
American Money Management
California
$806K -$102K -531 -11%
FTUS
767
Flow Traders U.S.
New York
$803K +$803K +4,187 New
ACM
768
Armbruster Capital Management
New York
$801K -$15.3K -80 -2%
MFA
769
McClarren Financial Advisors
Pennsylvania
$800K +$3.65K +19 +0.5%
LFG
770
Larson Financial Group
Missouri
$797K -$43.6K -227 -5%
WKWM
771
Walter & Keenan Wealth Management
Indiana
$797K -$90.4K -471 -10%
TCWM
772
Total Clarity Wealth Management
Illinois
$781K -$1.36M -7,085 -64%
EFG
773
Embree Financial Group
Illinois
$769K +$404K +2,106 +111%
DBRC
774
D.B. Root & Company
Pennsylvania
$763K +$2.3K +12 +0.3%
BIP
775
Brandes Investment Partners
California
$762K -$1.73M -9,009 -69%
29 30
31
32 33