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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 %
LPP
801
Life Planning Partners
Florida
$712K +$4.99K +26 +0.7%
GC
802
Grimes & Company
Massachusetts
$705K +$1.92K +10 +0.3%
CAM
803
Cozad Asset Management
Illinois
$701K +$192 +1 +0%
SWA
804
Sightline Wealth Advisors
Connecticut
$699K +$123K +641 +21%
P
805
&Partners
Tennessee
$699K +$344K +1,792 +97%
PPW
806
Parcion Private Wealth
Washington
$696K -$4.99K -26 -0.7%
MP
807
McDonald Partners
Ohio
$690K – – –
GIA
808
Gladstone Institutional Advisory
Florida
$687K -$72.2K -376 -10%
APIM
809
Agate Pass Investment Management
Washington
$686K -$38.4K -200 -5%
FNBSF
810
First National Bank Sioux Falls
South Dakota
$679K – – –
MAM
811
McLean Asset Management
Virginia
$679K -$6.61K -35 -1%
BCM
812
Becker Capital Management
Oregon
$660K – – –
CA
813
Continuum Advisory
Idaho
$660K -$882K -4,679 -57%
TVM
814
True Vision MN
Minnesota
$656K -$29.7K -163 -4%
SCM
815
SOL Capital Management
Maryland
$651K – – –
LW
816
Libra Wealth
California
$650K – – –
CF
817
Centaurus Financial
California
$646K -$1.73K -9 -0.3%
LA
818
Lane & Associates
New Jersey
$644K +$2.69K +14 +0.4%
WP
819
WMS Partners
Maryland
$641K – – –
ECM
820
Evergreen Capital Management
Washington
$630K – – –
SCA
821
Snowden Capital Advisors
New York
$629K -$10.6K -55 -2%
CWA
822
Cascade Wealth Advisors
Washington
$629K +$629K +3,460 New
TWP
823
TFO Wealth Partners
Ohio
$628K +$384 +2 +0.1%
LPT
824
Legacy Private Trust
Wisconsin
$626K – – –
BB
825
Busey Bank
Illinois
$624K +$11.7K +61 +2%
31 32
33
34 35