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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 %
SCA
851
STALEY CAPITAL ADVISERS
Pennsylvania
$576K -$371K -1,934 -39%
WWM
852
Western Wealth Management
Colorado
$572K -$9.98K -52 -2%
AWM
853
Axxcess Wealth Management
California
$572K -$314K -1,639 -35%
DWM
854
Dopkins Wealth Management
New York
$567K +$27.8K +145 +5%
DAM
855
Derbend Asset Management
Georgia
$565K +$192 +1 +0%
TWA
856
TCI Wealth Advisors
Arizona
$563K +$6.72K +35 +1%
RI
857
Rinkey Investments
California
$562K – – –
IFPL
858
Investments & Financial Planning LLC
Kentucky
$562K -$40.1K -209 -7%
IAS
859
Insigneo Advisory Services
Florida
$562K +$56.2K +293 +11%
RMA
860
Roffman Miller Associates
Pennsylvania
$560K -$12.7K -66 -2%
GC
861
Gibson Capital
Pennsylvania
$557K – – –
SOAG
862
Silver Oak Advisory Group
Oregon
$556K +$192 +1 +0%
SFPG
863
Stonebridge Financial Planning Group
Florida
$551K +$28.8K +150 +6%
GHAM
864
Gilman Hill Asset Management
Connecticut
$551K +$202K +1,053 +58%
CAM
865
Clark Asset Management
New Hampshire
$550K +$1.54K +8 +0.3%
TW
866
TrinityPoint Wealth
Connecticut
$548K -$19.8K -103 -3%
GWS
867
Glassman Wealth Services
Virginia
$548K +$20K +104 +4%
SPW
868
Sonoma Private Wealth
California
$548K +$576 +3 +0.1%
CTA
869
Camelot Technology Advisors
California
$547K – – –
AF
870
Apexium Financial
Texas
$546K +$325K +1,694 +147%
EB
871
Exchange Bank
California
$545K +$14.8K +77 +3%
IA
872
Inspire Advisors
Idaho
$544K -$31.5K -164 -5%
HIP
873
HUB Investment Partners
Texas
$544K +$21.3K +111 +4%
FFS
874
Founders Financial Securities
Maryland
$542K -$234K -1,218 -30%
MAM
875
MWA Asset Management
Massachusetts
$538K -$13.4K -70 -2%
33 34
35
36 37