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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 %
Renaissance Technologies
876
Renaissance Technologies
New York
$537K +$537K +2,800 New
GGI
877
Godsey & Gibb Inc
Virginia
$536K +$85.8K +447 +19%
AHC
878
Anderson Hoagland & Co
Missouri
$532K – – –
EFL
879
ERn Financial LLC
Wisconsin
$531K – – –
BFG
880
Bleakley Financial Group
New Jersey
$531K -$23.2K -121 -4%
BTI
881
Blue Trust Inc
Georgia
$530K +$150K +782 +39%
CB
882
Centennial Bank
Arkansas
$528K -$9.59K -50 -2%
AR
883
Apeiron RIA
Texas
$527K +$41.1K +214 +8%
RFG
884
RFP Financial Group
Georgia
$526K – – –
PCM
885
Peirce Capital Management
Texas
$522K – – –
WAG
886
Windsor Advisory Group
Ohio
$522K – – –
EWP
887
Elevation Wealth Partners
California
$522K -$23.7K -125 -4%
AWM
888
Aviso Wealth Management
Washington
$520K +$5.76K +30 +1%
Kovitz Investment Group Partners
889
Kovitz Investment Group Partners
Illinois
$519K -$2.88K -15 -0.6%
VCM
890
Vivaldi Capital Management
Illinois
$518K – – –
RWI
891
Red Wave Investments
Pennsylvania
$516K +$3.84K +20 +0.7%
FIC
892
Family Investment Center
Missouri
$514K -$9.21K -48 -2%
NFP
893
Narus Financial Partners
Utah
$514K -$26.7K -139 -5%
VCA
894
Verdence Capital Advisors
Maryland
$511K +$576 +3 +0.1%
GP
895
Greenline Partners
New York
$510K – – –
RIA
896
Realta Investment Advisors
Delaware
$510K +$47.2K +246 +10%
CIC
897
Cutler Investment Counsel
Oregon
$510K -$5.76K -30 -1%
QHA
898
Quarry Hill Advisors
Minnesota
$508K -$6.52K -34 -1%
TAM
899
Townsend Asset Management
North Carolina
$506K -$20.3K -106 -4%
PCM
900
Pointe Capital Management
Michigan
$502K – – –
34 35
36
37 38