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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 %
VWA
776
Visionary Wealth Advisors
Illinois
$761K -$29.2K -152 -4%
GC
777
Guidance Capital
Kentucky
$759K +$120K +667 +19%
FHC
778
First Heartland Consultants
Missouri
$758K +$496K +2,585 +189%
KA
779
Kovack Advisors
Florida
$751K +$76K +396 +11%
HCP
780
Hexagon Capital Partners
Arkansas
$750K -$157K -816 -17%
SWM
781
Soundmark Wealth Management
Washington
$747K -$9.79K -51 -1%
PPA
782
Painted Porch Advisors
California
$747K +$959 +5 +0.1%
JCIA
783
Jackson Creek Investment Advisors
Colorado
$741K +$3.65K +19 +0.5%
AFG
784
Altiora Financial Group
Ohio
$741K – – –
CGL
785
Clarius Group LLC
Washington
$736K – – –
CWM
786
Collaborative Wealth Management
Florida
$732K -$52.2K -272 -7%
GFL
787
Granite FO LLC
New Hampshire
$729K -$196 -1 -0%
SB
788
Strategic Blueprint
Georgia
$728K +$39K +203 +6%
IP
789
Intellectus Partners
California
$723K +$38.4K +200 +6%
CWC
790
Carolinas Wealth Consulting
North Carolina
$722K +$2.88K +15 +0.4%
QFA
791
Quantum Financial Advisors
California
$720K – – –
CIBC World Market
792
CIBC World Market
Ontario, Canada
$720K +$56.6K +295 +9%
AWP
793
Accretive Wealth Partners
New Jersey
$720K -$27.3K -148 -4%
TC
794
TAP Consulting
Missouri
$719K -$110K -574 -13%
GLLW
795
Graves Light Lenhart Wealth
Virginia
$717K – – –
IA
796
IFG Advisors
Missouri
$717K -$14K -73 -2%
CJ
797
Caitlin John
Michigan
$716K -$43.4K -226 -6%
PWP
798
Precedent Wealth Partners
Texas
$715K -$18.6K -97 -3%
BWM
799
BKM Wealth Management
Wisconsin
$714K +$14K +73 +2%
LSPW
800
Lake Street Private Wealth
Illinois
$712K +$192 +1 +0%
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