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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 %
FFA
826
Fortune Financial Advisors
Kansas
$622K -$57.9K -302 -9%
BMCM
827
Bryn Mawr Capital Management
Pennsylvania
$622K -$4.99K -26 -0.8%
CAG
828
Crestwood Advisors Group
Massachusetts
$619K +$57.6K +300 +10%
EA
829
Eudaimonia Advisors
Tennessee
$614K -$61.4K -320 -9%
AWM
830
Atticus Wealth Management
Florida
$614K -$54.7K -285 -8%
BTWM
831
Brass Tax Wealth Management
Ohio
$613K +$613K +3,193 New
CPP
832
Capasso Planning Partners
South Carolina
$612K +$57.4K +299 +10%
NP
833
NorthRock Partners
Minnesota
$610K +$23K +120 +4%
BFC
834
Bedel Financial Consulting
Indiana
$601K +$3.65K +19 +0.6%
WTC
835
WhitTier Trust Company
Nevada
$599K +$167K +870 +39%
WA
836
Wealthstream Advisors
New York
$599K +$11.9K +62 +2%
TC
837
Trilogy Capital
California
$594K -$4.99K -26 -0.8%
D
838
Diversified
Delaware
$592K +$10.6K +55 +2%
HPM
839
Hoxton Planning & Management
West Virginia
$591K +$959 +5 +0.2%
FHA
840
Flagship Harbor Advisors
Massachusetts
$591K -$31.8K -166 -5%
TMWM
841
Taylor & Morgan Wealth Management
Michigan
$590K -$58.1K -303 -9%
PFG
842
PAX Financial Group
Texas
$587K -$15.9K -83 -3%
Kayne Anderson Rudnick Investment Management
843
Kayne Anderson Rudnick Investment Management
California
$587K -$628K -3,271 -52%
EPWM
844
Essex Private Wealth Management
Massachusetts
$586K +$3.84K +20 +0.7%
AGWCA
845
Annis Gardner Whiting Capital Advisors
Florida
$585K -$41.3K -215 -7%
WA
846
Wambolt & Associates
Colorado
$585K -$505K -2,655 -46%
CFG
847
Citizens Financial Group
Rhode Island
$584K +$16.5K +86 +3%
RWM
848
Rockwood Wealth Management
Pennsylvania
$582K – – –
UI
849
Unconventional Investor
New Hampshire
$580K – – –
RA
850
Resolute Advisors
California
$579K +$3.07K +16 +0.5%
32 33
34
35 36